The American stock is rising and falling, but it's not the same thing as the new Goo Myung-joo apple.

Tuesday, 30 January, on the eve of the Federal Reserve’s first closing session this year, the US stock shifted to a calm pattern, with the three major shares rising or falling, but with four consecutive days of refreshing their history. As of the closing, the standard 500 index fell by 0.06%, reporting 4924.97 points, the NASDAQ index fell by 0.76%, reporting 15509.9 points, and the Dow Jones industry index rose by 0.35%, reporting 38467.31 points.

Microsoft’s fourth quarter was over-expected, but the cloud grew less than expected, before rising and falling. Wall Street is still full of confidence in Microsoft and AI’s revenue grew or accelerated in the second half of the year. Google’s profits are higher than expected, but advertising revenues are lower than expected, and AMD’s performance in the first quarter fell by more than 5%.

Another giant apple, though only later, was hit by an analyst who said that apples may be the largest recession in the world's major mobile brands this year. According to its latest supply chain survey, Apple has revised down the 2024 IPhone package of key semiconductor zero components upstream to an estimated 200 million, which means a 15 per cent decline.

As can be seen from the above, although AI is undoubtedly the most promising frontline of the moment, it is not only unlikely that it will be able to continue its “ammunition” if it fails to keep pace with its main business. At the macro level, the U.S.J.J.L.T. job openings in December were unexpectedly high by three months, breaking 9 million, with the lowest number of self-employments in nearly three years.

In Europe, data show that the eurozone’s gross domestic product (GDP) grew by 0% in the fourth quarter of 2023, better than the market’s forecast of -0.1%, compared to -0.1% in the previous quarter, when the eurozone accidentally avoided its first recession since the outbreak in the second half of 2023, as strong growth in Italy and Spain offset Germany’s downturn.

Although the eurozone economy is still on a soft landing path, the ECB has little chance of reducing interest rates in recent times to boost economic growth. [hot shares] Large-scale science and technology units are mostly weak, with apples falling by 1.92%, Microsoft by 0.28%, Amazon by 1.4%, META by 0.24%, Google A by 1.34%, Tesla by 0.35%, and British Weida by 0.49%.

[Global Index] On the European stock market, the UK recorded a small increase of 0.44% in the 100-hour rich index, reporting 7666 points. In France, the CAC 40 index rose by 0.48%, reporting 7677 points. In Germany, the DAX index rose by 0.18%, reporting 16972 points. Alibaba fell by 1.71 per cent, 100 per cent by 2.29 per cent, more than 3.74 per cent, Kyoto East by 3.03 per cent, Net by 1.74 per cent, Uber by 5.70 per cent, ideal car by 0.93 per cent, and pelican by 3.03 per cent. [For foreign exchange goods] The Brent crude oil master contract was $82.43 per barrel, an increase of 0.73 per cent; the crude oil master contract at the end of the night was $588.50 per barrel, a decline of 0.08 per cent.

[Beeping] In December, the U.S., JOLTS job openings unexpectedly hit a three-month high, breaking 9 million. According to an analysis, the report highlights a gradual slowdown in the labor market, and a somewhat bumpy slowdown. While the Middle East’s geopolitical turmoil has brought new risks, such as soaring commodity prices and supply-chain problems, the possibility of a hard landing in the global economy has been reduced, with the world’s major economies performing better than expected. The eurozone’s GDP is mixed, with Germany barely avoiding a recession, with Italian and Spanish data brightening, the eurozone’s overall economic growth stagnating in the last four quarters, and the country’s performance polarized.

According to his latest supply-chain survey, apples were downgraded to about 200 million iPhones in 2024, a 15% decline. This could also make apples one of the world’s major plants, the worst recession. Apples fall by 1.92% on Tuesday, and fall on the fifth consecutive day of trading. Compared to Apples, the three stars of the “AI mobile phone” Galaxy S24 series have just been released, and this year’s delivery forecast has been adjusted.

On January 28, developers discovered technical codes related to large models in IOS 17.4 developer preview Beta. These codes indicate that apples are developing a new version of Siri, supported by large models. Judge McCormick wrote in his decision that the original defendants would consult on the form of the final order for the implementation of this decision, and would submit a joint letter identifying all issues, including the cost implications to be resolved, in order to conclude the matter at the trial stage. Microsoft’s four-quarter financial returns last year were over-anticipated, cloud growth was yet to be accelerated, Microsoft achieved its best quarterly income growth in the last two years and generated new income in five consecutive seasons, core indicators such as EPS and Smart Clouds were over-anticipated, and artificial intelligence pushed Azure cloud revenues by 6% more than in the previous quarter, but more or less than expected.

Wall Street is still full of confidence in Microsoft, with AI’s revenue growing or accelerating in the second half of the year. The financial statements show that Microsoft earned $293 per share of adjusted purchases at the end of last year’s heavy pound holiday quarter, earning $62 billion, an increase of 33 per cent and 17.6 per cent, respectively, compared to the previous year, and higher than the expected $278 and $61.1 million on Wall Street.

Google’s profits were higher than expected, but advertising revenues were lower than expected. Although Google’s parent company, Alphabet, received more than anticipated revenues in the fourth quarter, its main business search camps were less than expected, indicating that the search operations were under pressure in the face of a technological shock by AI.

A profit of $20.7 billion was 50 per cent higher than the analyst’s projection of $20.2 billion; adjusted returns of $1.64 per unit were higher than the analyst’s projection of $1.59. AMD’s performance guidelines for the first quarter did not match expectations for AI’s chip and AMD’s revenue for the fourth quarter exceeded the analyst’s expectations, but performance guidelines for the first quarter fell short.

Four quarters of operating profits amounted to $1.41 billion, less than the analyst's forecast of $1.43 billion; the operating profitability rate was 23 per cent, less than 23.2 per cent, and the company received 77 cents per share for the four quarters, which was in line with expectations.