---
title: "板塊更新：消費類股票在下午晚些時候走高"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/274358106.md"
description: "消費股在週五晚間上漲，State Street 日常消費品 ETF 上漲 1.5%，而非必需消費品 ETF 上漲 0.2%。特斯拉股價因與 SpaceX 和 xAI 合併的猜測上漲了 4%。威瑞森的股票在超出盈利預期並報告強勁的第四季度業績後，幾乎上漲了 12%。在摩根士丹利上調目標價後，TAL 教育的股票上漲了 0.4%。億滋國際的股票上漲了 1.8%，根據 RBC Capital Markets 的報告，儘管面臨宏觀壓力，但第四季度表現穩定"
datetime: "2026-01-30T20:58:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/274358106.md)
  - [en](https://longbridge.com/en/news/274358106.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/274358106.md)
---

# 板塊更新：消費類股票在下午晚些時候走高

03:58 PM EST, 01/30/2026 (MT Newswires) -- Consumer stocks rose late Friday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) adding 1.5% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) 0.2% higher.

In corporate news, Tesla (TSLA) shares climbed 4% after Bloomberg reported that Elon Musk's SpaceX is contemplating a potential merger with Tesla, as well as an alternative combination with AI firm xAI.

Verizon (VZ) shares jumped nearly 12%. The company provided a full-year earnings outlook above market estimates on Friday, and it recorded better-than-expected Q4 results amid strong growth in postpaid phone subscribers.

TAL Education ( TAL ) shares were up 0.4% following its Q3 results. Morgan Stanley lifted its price target to $16 from $14.60 and kept its overweight rating.

Mondelez ( MDLZ ) appears broadly stable in Q4 with little sign of sequential improvement or deterioration despite macro pressures, while the fiscal 2026 setup appears more constructive, RBC Capital Markets said in a note. Mondelez ( MDLZ ) shares added 1.8%.

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

### 相關股票

- [XLP.US](https://longbridge.com/zh-HK/quote/XLP.US.md)
- [XLY.US](https://longbridge.com/zh-HK/quote/XLY.US.md)
- [TSLT.US](https://longbridge.com/zh-HK/quote/TSLT.US.md)
- [TESL.US](https://longbridge.com/zh-HK/quote/TESL.US.md)
- [KXI.US](https://longbridge.com/zh-HK/quote/KXI.US.md)
- [MDLZ.US](https://longbridge.com/zh-HK/quote/MDLZ.US.md)
- [TSLL.US](https://longbridge.com/zh-HK/quote/TSLL.US.md)
- [TSLR.US](https://longbridge.com/zh-HK/quote/TSLR.US.md)
- [TSDD.US](https://longbridge.com/zh-HK/quote/TSDD.US.md)
- [TSLG.US](https://longbridge.com/zh-HK/quote/TSLG.US.md)
- [TSL.US](https://longbridge.com/zh-HK/quote/TSL.US.md)
- [WANT.US](https://longbridge.com/zh-HK/quote/WANT.US.md)
- [RTH.US](https://longbridge.com/zh-HK/quote/RTH.US.md)
- [VZ.US](https://longbridge.com/zh-HK/quote/VZ.US.md)
- [VDC.US](https://longbridge.com/zh-HK/quote/VDC.US.md)
- [TSLA.US](https://longbridge.com/zh-HK/quote/TSLA.US.md)

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