1月29日，美股夜盘时段，特斯拉涨近2%，Q4盈利高于预期，开始局部真正无人驾驶，投资xAI 20亿，Cybercab和机器人待量产。
微软跌近6%，云业务增速放缓，资本支出创历史新高引担忧。
Meta涨超7%，四季度业绩、一季度指引、全年资本支出超预期。
IBM涨超7%，第四季度营收同比增长12%。
存储概念股续涨，西部数据涨超4%，SanDisk涨超3%，美光科技涨超2%，希捷科技涨超1%。
美股稀土概念股下挫，USA Rare Earth Inc.跌近10%，MP Materials Corp.跌近6%。路透社报道，特朗普政府正放弃此前为美国关键矿产项目提供最低价格保障的计划
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