芯片股，集体大跌

Market Performance - US stock markets collectively declined, with the Dow Jones Industrial Average down 0.51% to 48,458.05 points, the S&P 500 down 1.07% to 6,827.41 points, and the Nasdaq down 1.69% to 23,195.17 points [1] - European indices also saw slight declines, with the German DAX down 0.41% to 24,196.16 points, the French CAC40 down 0.21% to 8,068.62 points, and the UK FTSE 100 down 0.56% to 9,649.03 points [1] - Chinese concept stocks mostly fell, with the Nasdaq Golden Dragon China Index down 0.3% [1] Semiconductor Sector - The Philadelphia Semiconductor Index dropped 5.1%, with significant declines in major companies: Broadcom down over 11%, Micron Technology down over 6%, and Intel down over 4% [2] - Broadcom reported Q4 sales of $18 billion, a 28% year-over-year increase, but concerns arose from comments regarding profit margins and delayed revenue from an OpenAI contract [2] AI and Data Center Developments - Oracle postponed the completion of data centers for OpenAI from 2027 to 2028 due to labor and material shortages, despite maintaining an aggressive construction pace [4] - Oracle's CEO stated that the first data center for OpenAI in Texas is progressing well, with over 96,000 NVIDIA AI chips already in place [4] Oil Market Trends - International oil prices fell by 4% this week, with WTI crude oil down 0.12% to $57.53 per barrel and Brent crude down 0.11% to $61.21 per barrel [5][6] - Analysts noted that geopolitical tensions are easing, and supply pressures are increasing, contributing to the decline in oil prices [8]