美国股市周四震荡回升，盈利结果喜忧参半，而在关键经济数据公布后，对美联储政策前景的押注基本保持不变。标准普尔500指数和道琼斯指数均上涨约0.3%，而纳斯达克指数从大幅下跌中恢复，徘徊在持平线上。Meta股价上涨2%，此前超过了盈利预期，标志着对开源人工智能的雄心勃勃的投资，特斯拉股价在电话财报会议后上涨3.5%，尽管未达到预期。与此同时，甲骨文和博通各上涨5%以上，以延续本周早些时候新闻硬件高效LLM引发的抛售反弹。另一方面，微软股价下跌超过6%，原因是其收入预测令人失望，这反映出人们对该公司在Azure上的大笔赌注持悲观态度。苹果公司在财报公布后小幅下跌。在数据方面，美国第四季度GDP年化增长率为2.3%，低于2.6%的预测。

US stocks recovered on a choppy Thursday amid mixed earnings results, while bets on the Fed’s policy outlook remained loosely unchanged following the release of key economic data. The S&P 500 and the Dow Jones were each around 0.3% higher, while the Nasdaq recovered from sharp losses to hover above the flatline. Meta was 2% higher after surpassing earnings expectations and signaling an ambitious investment bet in open-source AI, and Tesla jumped 3.5% after its earnings call despite missing expectations. In the meantime, Oracle and Broadcom each gained more than 5% each to extend the rebound from selloffs triggered by news hardware-efficient LLMs earlier in the week. On the other hand, Microsoft sank more than 6% as its revenue forecast disappointed, reflecting some pessimism over the company’s large bet on Azure. Apple edged lower ahead of its results after the bell. On the data front, the US GDP grew by an annualized 2.3% in Q4, falling short of the 2.6% forecast.

截至1月30日，房地美支持的30年期固定抵押贷款的平均利率降至6.95%，连续第二周从2024年5月初以来的最高水平7.04%下降。这一下降与长期国债收益率下降以及美联储表示在保持借贷成本不变后不急于延长其削减周期相一致。房地美首席经济学家Sam Khater表示：“在过去两年半的大部分时间里，30年期固定利率一直徘徊在6%至7%之间。这一趋势本周仍在继续，平均利率基本持平，为6.95%。在这些更高的利率和持续的供应短缺的推动下，许多购房者的负担能力仍然存在障碍，其中很大一部分人仍持观望态度。”。

The average rate on a 30-year fixed mortgage backed by Freddie Mac eased to 6.95% as of January 30th, declining for the second consecutive week from the highest level since early May 2024 of 7.04%. The decrease aligned with declining long-dated Treasury yields and the Federal Reserve's indication that there is no rush to extend its cutting cycle after holding borrowing costs unchanged. “The 30-year fixed-rate has hovered between 6% and 7% for most of the last two and a half years. That trend continued this week, with the average rate remaining essentially flat at 6.95%. Driven by these higher rates and a persistent supply shortage, affordability hurdles still exist for many homebuyers and a significant number of them remain on the sidelines,” said Sam Khater, Freddie Mac’s Chief Economist.

在截至1月24日的一周内，美国公用事业公司从储存中提取了3210亿立方英尺（bcf）的天然气，使总库存降至2571亿立方英尺。在极端寒冷的推动下，撤资超过了市场预期的3130亿立方英尺。下降幅度最大的是中南部地区（-136亿立方英尺），其次是中西部地区（-83亿平方英尺）和东部地区（-61亿立方英尺。这是有记录以来第四次每周提款超过3000亿立方英尺，尽管仍低于2018年1月冻结期间创下的3590亿立方英尺的记录。自2022年1月以来，最近的一次缩减首次抹去了五年平均水平的少量天然气盈余。现在的存储水平比去年同期低5.3%，比五年平均水平低4.1%。

US utilities withdrew 321 billion cubic feet (bcf) of natural gas from storage in the week ending January 24, reducing total inventories to 2,571 bcf. The withdrawal exceeded market expectations of 313 bcf, driven by extreme cold. The sharpest declines occurred in the South Central region (-136 bcf), followed by the Midwest (-83 bcf) and the East (-61 bcf). This was the fourth time on record that weekly withdrawals surpassed 300 bcf, though it remained below the 359 bcf record set during a freezing spell in January 2018. The latest drawdown erased the small gas surplus over the five-year average for the first time since January 2022. Storage levels are now 5.3% lower than the same period last year and 4.1% below the five-year average.

美国4周期票据拍卖从之前的4.265%降至4.25%。美国4周期票据拍卖从之前的4.265%降至4.25%

United States 4-Week Bill Auction fell from previous 4.265% to 4.25%.United States 4-Week Bill Auction fell from previous 4.265% to 4.25%