美股三大指数走势分化，道指刷新历史高位，科技股承压

Market Performance - The three major U.S. stock indices showed mixed opening trends, with the Dow Jones Industrial Average opening up 0.17% to reach a new historical high, while the Nasdaq opened down 0.45% and the S&P 500 opened down 0.2% [1] - Broadcom's sales outlook fell short of expectations, leading to a decline in technology stocks, with Broadcom dropping over 7% and AMD and Oracle falling nearly 1% [1] - Gold and silver sectors performed strongly, buoyed by interest rate cut expectations, with Hecla Mining and Harmony Gold both rising over 3% [1] Chinese Stocks - Among Chinese stocks, 36Kr rose over 9%, Kingsoft Cloud increased over 4%, and NetEase gained over 3% [1] - Conversely, Oriental Culture fell over 15%, WoKe Medical dropped over 10%, and Haitan Network declined over 3% [1] AI and Power Supply - NVIDIA is set to hold a closed-door summit next week aimed at addressing the severe power shortage issues in the AI era [2] - Morgan Stanley has raised its forecast for the cumulative power shortfall in U.S. data centers from 44 GW to 47 GW for the years 2025-2028, equivalent to the power consumption of nine Miami cities or fifteen Philadelphias [2] Investment and Employment - Brookfield Asset Management plans to invest $1 billion to build a global capability center in Mumbai, which is expected to create 15,000 direct jobs and 30,000 indirect jobs [4] AI Talent Recruitment - JD.com is recruiting talent in the field of edge AI chips, focusing on integrated storage and computing AI chips for use in robotics and smart home appliances [5] - The company is offering salaries ranging from $40,000 to $100,000 for positions related to chip design, although there has been no official response from JD.com regarding this recruitment [5] Automotive Industry Compliance - XPeng Motors has issued a statement supporting the "Automotive Industry Pricing Behavior Compliance Guidelines," committing to enhance transparency and compliance in its pricing management system [6] - The company has pledged to strictly adhere to the principle of clear pricing to protect consumer rights and prevent any form of price fraud or unfair competition [6]