欧美股市收跌 芯片股集体受挫！

Market Performance - US stock markets closed lower on December 12, with the Dow Jones Industrial Average down 0.51% at 48,458.05 points, the S&P 500 down 1.07% at 6,827.41 points, and the Nasdaq down 1.69% at 23,195.17 points. For the week, the Dow Jones rose 1.05%, while the S&P 500 and Nasdaq fell by 0.63% and 1.62%, respectively [1] - European stock indices also experienced slight declines, with the German DAX down 0.41% at 24,196.16 points, the French CAC40 down 0.21% at 8,068.62 points, and the UK FTSE 100 down 0.56% at 9,649.03 points. The DAX rose 0.7% for the week, while the CAC40 and FTSE 100 fell by 0.57% and 0.19%, respectively [1] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down 0.3%. Notable declines included Canadian Solar down over 10%, and iQIYI down over 4%. However, TAL Education and New Oriental saw gains of over 3% and 2%, respectively [1] Semiconductor Sector - The Philadelphia Semiconductor Index fell by 5.1%, with significant declines in major companies: Broadcom down over 11%, Micron Technology down over 6%, and Intel down over 4%. This reflects a broader weakness in the semiconductor sector [2] - Broadcom reported Q4 sales of $18 billion, a 28% year-over-year increase, exceeding analyst expectations. However, concerns arose from comments made during the earnings call regarding profit margins and delayed revenue from an OpenAI contract, which is not expected to generate significant income until 2026 [2] AI Infrastructure Developments - Oracle has delayed the completion of data centers for OpenAI from 2027 to 2028 due to labor and material shortages. Despite this, Oracle's CEO stated that the construction is progressing well, with over 96,000 NVIDIA AI chips already in place [4] - Oracle's agreement with OpenAI is valued at up to $300 billion, aimed at providing infrastructure for model training and inference [4] Oil Market Trends - International oil prices fell by 4% this week, with WTI crude oil closing at $57.53 per barrel, down 0.12%, and Brent crude at $61.21 per barrel, down 0.11% [6] - Analysts suggest that the recent decline in oil prices is influenced by a potential de-escalation of the Russia-Ukraine conflict and increased global oil inventories. Saudi Arabia has also reduced the price of its main crude oil to Asia to a five-year low, indicating a supply pressure in the market [8]