重磅非农就业缺席，三大美股指仍齐创新高，ISM数据打压科技股，原油全周重挫

Group 1 - The U.S. stock market indices reached new highs, with the S&P 500 set to achieve its longest winning streak since late July, driven by strong performances in the tech sector and AI investments [1][9] - Hitachi announced a memorandum of understanding with OpenAI to collaborate on AI infrastructure, resulting in a 10.3% increase in Hitachi's stock price [1] - Nvidia's stock initially rose nearly 0.8% but later experienced a slight decline following the release of the ISM services index, which fell to 50, marking a new low since 2020 [1][9] Group 2 - Pharmaceutical stocks rebounded, with Johnson & Johnson's rating upgraded to "outperform" by Wells Fargo, leading to a rise of over 2% in its stock price [2] - The healthcare and utilities sectors saw gains of at least 1%, contributing to the overall rise in the S&P 500 [2] - The California governor's office reported a fire at Chevron's El Segundo refinery, impacting oil prices, which rose over 1% but are expected to see significant weekly declines [2] Group 3 - The Stoxx Europe 600 index rose by 0.4%, reaching a historical high, driven by optimism regarding the Federal Reserve's interest rate cuts and strong inflows into the AI sector [5][8] - European steel stocks outperformed the market following an upgrade in ratings due to news of the EU's plan to increase steel import tariffs to 50% [6] Group 4 - Copper prices surged to a yearly high of $10,577 per ton, driven by supply concerns following a significant accident at Freeport-McMoRan's Grasberg copper mine in Indonesia [12]