<p>蘋果預計將在第一季度報告創紀錄的 1384.3 億美元收入，同比增長 11.4%，這得益於對 iPhone 17 系列的穩定需求。分析師和投資者期待了解公司如何計劃將谷歌的 Gemini 技術整合到其設備中。</p>
<p>全球最大的另類資產管理公司黑石集團將公佈其第四季度業績。分析師將關注管理層對 2026 年交易管道的評論。</p>
<p>在美國經濟方面，勞工部將發佈截至 1 月 24 日的每週初請失業金人數和截至 1 月 17 日的持續失業金人數。初請失業金人數預計將從 20 萬上升至 20.5 萬，而持續失業金人數預計將從 184.9 萬上升至 186 萬。同時，來自商務部經濟分析局和人口普查局的數據預計顯示，11 月份工廠訂單在 10 月份下降 1.3% 後反彈 1.6%。美國 11 月份的國際貿易逆差預計將從上個月的 294 億美元擴大至 405 億美元。</p>
<p>建築機械和礦山設備製造商卡特彼勒預計將公佈第四季度業績。根據 LSEG 彙編的數據，分析師平均預計該公司季度收入同比增長，而每股利潤預計將下降。</p>
<p>西南航空預計將在第四季度報告更高的利潤，得益於更強的收入。分析師關注的關鍵問題是，這種勢頭是否能夠持續到 2026 年，即使成本壓力和更廣泛的地緣政治不確定性威脅到利潤率，同時該航空公司正在推出對其傳統簡單商業模式的變更。</p>
<p>康卡斯特預計將在第四季度報告收入增長，得益於其工作室和主題公園部門的強勁需求。</p>
<p>萬事達預計將公佈第四季度業績，預計其收入和利潤將因持續的網絡消費而上升。投資者將關注有關美國消費者健康狀況和未來一年展望的評論。</p>
<p>霍尼韋爾和洛克希德·馬丁等其他知名公司也將在計劃中報告季度收益，為工業和航空航天領域的企業表現提供關鍵見解。</p>
<p>投資銀行 Lazard 預計將公佈第四季度業績，分析師和投資者將關注高管對 2026 年交易前景的評論，因為該公司剛剛結束了一個強勁的年度。</p>
<p>道瓊斯預計將在第四季度報告虧損，而去年同期則持平，原因是行業持續低迷和產品需求疲軟。投資者還在關注有關進一步潛在成本削減的評論。</p>
<p>國際紙業預計將在第四季度報告收入大幅增長，受益於對 DS Smith 收購的完成及其降低成本的措施。投資者將關注有關特朗普貿易關税和節省成本措施的影響的任何評論。</p>
<p>奧馳亞預計將在季度收入上出現下降，因為該公司面臨消費者因健康問題而逐漸遠離煙草產品的挑戰。投資者將關注有關其電子煙產品的監管批准、消費者情緒和年度預測的評論。</p>
<p>Deckers Outdoor 預計將在第三季度報告收入增長，得益於其鞋類和服裝的穩定需求。投資者將關注有關關税影響、消費者需求和成本控制措施的評論。</p>
<p>交易所運營商納斯達克預計將在開盤前報告第四季度利潤增長。</p>
<p>醫療設備製造商 Resmed 預計將公佈其第二季度收益。投資者將關注關税評論和任何年度預測的變化。</p>
<p>財產和意外保險公司哈特福德金融將報告季度業績。華爾街將關注管理層對財產和意外保險定價趨勢的評論。</p>
<p>由風險投資公司 Accel 和 Sequoia 支持的 Ethos Technologies 將在定價其美國首次公開募股後在納斯達克上市，而由億萬富翁巴蒂斯塔家族控制的數字銀行 PicPay 則準備在紐約上市，這將是四年來首個巴西 IPO，衞星公司 York Space Systems 也預計將在紐約證券交易所首次亮相。</p>
<p>加拿大通信和媒體公司羅傑斯通訊計劃在市場開盤前發佈其第四季度收益數字。</p>
<p>在拉丁美洲方面，巴西計劃發佈其 IGP-M 通脹指數，預計顯示 1 月份價格上漲 0.41%，扭轉上個月微幅下降 0.01% 的趨勢。</p>

<p>蘋果預計將報告創紀錄的 1384.3 億美元季度收入，主要受 iPhone 17 需求的推動。黑石集團將發佈其第四季度業績，重點關注 2026 年的交易管道。美國勞工部將公佈失業救濟申請數據，初次申請人數預計將上升至 205,000。卡特彼勒、西南航空、康卡斯特、萬事達等公司將發佈財報，市場預期各不相同。Ethos Technologies 和 PicPay 將首次在股票交易所上市。巴西的 IGP-M 通脹指數預計在 1 月份將上漲 0.41%</p>

<p>Apple is expected to report a 11.4% rise in its first quarterly revenue to a record $138.43 billion, driven by steady demand for the iPhone 17 series. Analysts and investors expect details on how the company plans to integrate Google's Gemini technology into its devices.</p>
<div class="lb-trans"><p>蘋果預計將在第一季度報告創紀錄的 1384.3 億美元收入，同比增長 11.4%，這得益於對 iPhone 17 系列的穩定需求。分析師和投資者期待了解公司如何計劃將谷歌的 Gemini 技術整合到其設備中。</p>
</div><p>Blackstone, the world's largest alternative asset manager, will report its fourth-quarter results. Analysts will watch out for the management's commentary on the deal pipeline for 2026.</p>
<div class="lb-trans"><p>全球最大的另類資產管理公司黑石集團將公佈其第四季度業績。分析師將關注管理層對 2026 年交易管道的評論。</p>
</div><p>On the U.S. economic front, the Department of Labor is set to publish weekly initial jobless claims for the week ended January 24 and continuing claims for the week ended January 17. Initial claims for state unemployment benefits likely rose to 205,000 from 200,000, while continuing claims likely rose to 1.86 million from 1.849 million in the prior period. Meanwhile, data from the Commerce Department's Bureau of Economic Analysis and the Census Bureau are expected to show that factory orders rebounded by 1.6% in November, following a 1.3% decline in October. The U.S. international trade deficit for November is also expected to widen to $40.5 billion from $29.4 billion in the previous month.</p>
<div class="lb-trans"><p>在美國經濟方面，勞工部將發佈截至 1 月 24 日的每週初請失業金人數和截至 1 月 17 日的持續失業金人數。初請失業金人數預計將從 20 萬上升至 20.5 萬，而持續失業金人數預計將從 184.9 萬上升至 186 萬。同時，來自商務部經濟分析局和人口普查局的數據預計顯示，11 月份工廠訂單在 10 月份下降 1.3% 後反彈 1.6%。美國 11 月份的國際貿易逆差預計將從上個月的 294 億美元擴大至 405 億美元。</p>
</div><p>Construction machinery and mining equipment maker Caterpillar is set to report fourth-quarter results. Analysts on average expect the company to post year-over-year growth in quarterly revenue, while profit per share is seen declining, according to data compiled by LSEG.</p>
<div class="lb-trans"><p>建築機械和礦山設備製造商卡特彼勒預計將公佈第四季度業績。根據 LSEG 彙編的數據，分析師平均預計該公司季度收入同比增長，而每股利潤預計將下降。</p>
</div><p>Southwest Airlines is expected to report higher fourth-quarter profit on stronger revenue. The key question for analysts will be whether this momentum can carry into 2026, even as cost pressures and broader geopolitical uncertainty threaten margins while the carrier rolls out changes to its traditionally simple business model.</p>
<div class="lb-trans"><p>西南航空預計將在第四季度報告更高的利潤，得益於更強的收入。分析師關注的關鍵問題是，這種勢頭是否能夠持續到 2026 年，即使成本壓力和更廣泛的地緣政治不確定性威脅到利潤率，同時該航空公司正在推出對其傳統簡單商業模式的變更。</p>
</div><p>Comcast is expected to report a rise in revenue in the fourth quarter, driven by strong demand from its studio and theme park segments.</p>
<div class="lb-trans"><p>康卡斯特預計將在第四季度報告收入增長，得益於其工作室和主題公園部門的強勁需求。</p>
</div><p>Mastercard is set to report fourth-quarter results, with its revenue and profit expected to rise on the back of sustained spending on its networks. Investors will look for commentary on the health of the US consumer and the outlook for the year ahead.</p>
<div class="lb-trans"><p>萬事達預計將公佈第四季度業績，預計其收入和利潤將因持續的網絡消費而上升。投資者將關注有關美國消費者健康狀況和未來一年展望的評論。</p>
</div><p>Honeywell and Lockheed Martin are among other prominent companies scheduled to report their quarterly earnings, offering key insights into corporate performance across the industrial and aerospace sectors.</p>
<div class="lb-trans"><p>霍尼韋爾和洛克希德·馬丁等其他知名公司也將在計劃中報告季度收益，為工業和航空航天領域的企業表現提供關鍵見解。</p>
</div><p>Investment bank Lazard is set to report fourth-quarter results, with analysts and investors watching for executive comments on the outlook for dealmaking in 2026 after the firm capped a strong year.</p>
<div class="lb-trans"><p>投資銀行 Lazard 預計將公佈第四季度業績，分析師和投資者將關注高管對 2026 年交易前景的評論，因為該公司剛剛結束了一個強勁的年度。</p>
</div><p>Dow is expected to report a loss in the fourth quarter compared with a break-even in the same quarter last year, amid a prolonged industry downturn and weak demand for its products. Investors are also on the lookout for commentary on further potential cost cuts.</p>
<div class="lb-trans"><p>道瓊斯預計將在第四季度報告虧損，而去年同期則持平，原因是行業持續低迷和產品需求疲軟。投資者還在關注有關進一步潛在成本削減的評論。</p>
</div><p>International Paper is expected to post a jump in fourth-quarter revenue, boosted by the completion of the acquisition of DS Smith and its measures to reduce costs. Investors will look for any comments on the impact from Trump's trade tariffs and cost-saving efforts.</p>
<div class="lb-trans"><p>國際紙業預計將在第四季度報告收入大幅增長，受益於對 DS Smith 收購的完成及其降低成本的措施。投資者將關注有關特朗普貿易關税和節省成本措施的影響的任何評論。</p>
</div><p>Altria is expected to post a decline in its quarterly revenue as the company deals with consumers moving away from tobacco products due to health concerns. Investors will look for comments on regulatory clearances for their e-cigarette products, consumer sentiment and annual forecasts.</p>
<div class="lb-trans"><p>奧馳亞預計將在季度收入上出現下降，因為該公司面臨消費者因健康問題而逐漸遠離煙草產品的挑戰。投資者將關注有關其電子煙產品的監管批准、消費者情緒和年度預測的評論。</p>
</div><p>Deckers Outdoor is expected to post a rise in third-quarter revenue, helped by steady demand for its footwear and apparel. Investors will watch for comments on tariff impact, consumer demand and cost control efforts.</p>
<div class="lb-trans"><p>Deckers Outdoor 預計將在第三季度報告收入增長，得益於其鞋類和服裝的穩定需求。投資者將關注有關關税影響、消費者需求和成本控制措施的評論。</p>
</div><p>Exchange operator Nasdaq is expected to report higher fourth-quarter profit before the opening bell.</p>
<div class="lb-trans"><p>交易所運營商納斯達克預計將在開盤前報告第四季度利潤增長。</p>
</div><p>Medical device maker Resmed is set to report its second-quarter earnings. Investors will focus on tariff commentary and any changes to its annual forecast.</p>
<div class="lb-trans"><p>醫療設備製造商 Resmed 預計將公佈其第二季度收益。投資者將關注關税評論和任何年度預測的變化。</p>
</div><p>Property and casualty insurance Hartford Financial will report quarterly results. Wall Street will watch out for management's commentary on the P&amp;C insurance pricing trends.</p>
<div class="lb-trans"><p>財產和意外保險公司哈特福德金融將報告季度業績。華爾街將關注管理層對財產和意外保險定價趨勢的評論。</p>
</div><p>Ethos Technologies, backed by venture capital firms Accel and Sequoia, is set to debut on the Nasdaq after pricing its U.S. initial public offering, while digital bank PicPay, controlled by the billionaire Batista family, is preparing to list in New York in what would be the first Brazilian IPO in four years, and satellite company York Space Systems is also expected to make its debut on the New York Stock Exchange.</p>
<div class="lb-trans"><p>由風險投資公司 Accel 和 Sequoia 支持的 Ethos Technologies 將在定價其美國首次公開募股後在納斯達克上市，而由億萬富翁巴蒂斯塔家族控制的數字銀行 PicPay 則準備在紐約上市，這將是四年來首個巴西 IPO，衞星公司 York Space Systems 也預計將在紐約證券交易所首次亮相。</p>
</div><p>Canadian communication and media company Rogers Communications is scheduled to release its fourth-quarter earnings numbers before the market opens.</p>
<div class="lb-trans"><p>加拿大通信和媒體公司羅傑斯通訊計劃在市場開盤前發佈其第四季度收益數字。</p>
</div><p>On the Latin American front, Brazil is scheduled to release its IGP-M inflation index, which is expected to show prices rising 0.41% in January, reversing a marginal 0.01% decline in the previous month.</p>
<div class="lb-trans"><p>在拉丁美洲方面，巴西計劃發佈其 IGP-M 通脹指數，預計顯示 1 月份價格上漲 0.41%，扭轉上個月微幅下降 0.01% 的趨勢。</p>
</div>

What to Watch in the Day Ahead - Thursday, January 29

- 蘋果預計第一季度營收將增長 11.4%，達到 1384.3 億美元，受 iPhone 17 系列需求推動。  
- 勞工部將發佈初次申請失業救濟人數等經濟數據。  
- 巴西預計一月份 IGP-M 通脹指數將上漲 0.41%。

在未來的日子裏需要關注的事項 - 星期四，1 月 29 日