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Gelonghui, January 30｜Apple shares rose more than 3% after hours. Apple's first fiscal quarter revenue was $143.76 billion, up 16% year-on-year, with an estimate of $138.4 billion; first fiscal quarter iPhone revenue was $85.27 billion, up 23% year-on-year, with an estimate of $78.31 billion; first fiscal quarter Mac revenue was $8.39 billion, down 6.7% year-on-year, with an estimate of $9.13 billion; first fiscal quarter iPad revenue was $8.60 billion, up 6.3% year-on-year, with an estimate of $8.18 billion; first fiscal quarter wearables, home and accessories revenue was $11.49 billion, down 2.2% year-on-year, with an estimate of $12.13 billion; first fiscal quarter Greater China revenue was $25.53 billion, up 38% year-on-year, with an estimate of $21.82 billion; first fiscal quarter earnings per share were $2.84, compared to $2.40 in the same period last year, with an estimate of $2.68; first fiscal quarter cash and cash equivalents were $45.32 billion, up 50% year-on-year, with an estimate of $49.73 billion.

According to a report by Bijie Network: Circle has received its second analyst rating upgrade within a week, as Compass Point analyst Ed Engel upgraded the rating from "Sell" to "Neutral," though he maintained a minimum target price of $60. Engel now believes that Circle's trading is more akin to a cyclical cryptocurrency alternative rather than an independent fintech company. He pointed out the high correlation between USDC and Ethereum, as well as its widespread use in high-risk crypto activities. He mentioned risks such as the decline in USDC supply, competition from new types of stablecoins and traditional bank deposit tokens, and the potential for higher fees. Catalysts for an upside include regulatory clarity that may come with the CLARITY Act and the growth of tokenized assets.

According to CME "FedWatch" data, the probability that the Federal Reserve will keep interest rates unchanged until March is 86.6%, while the probability of a 25 basis point rate cut is 13.4%. By April, the cumulative probability of a 25 basis point rate cut is 25.5%, the probability of keeping rates unchanged is 72.2%, and the cumulative probability of a 50 basis point rate cut is 2.2%.