开盘：美股周五高开 AI板块重拾升势

Core Viewpoint - The U.S. stock market opened higher on December 19, driven by Oracle's stock surge following the announcement of a joint venture with TikTok, while the AI sector attempts to recover from recent volatility. The "quadruple witching" day is expected to increase market fluctuations due to the expiration of various financial contracts [1][3][9]. Group 1: Market Dynamics - December 19 is known as "quadruple witching" day, where stock index futures, stock index options, individual stock options, and individual stock futures expire simultaneously, typically leading to increased market volatility [3][9]. - Goldman Sachs reported that over $7.1 trillion in notional value of options will expire on this day, marking it as the largest options expiration day on record [3][9]. - The S&P 500 and Dow Jones indices ended a four-day decline, while the Nasdaq Composite rose by 1.4% due to several tech stocks recovering from previous losses [5][11]. Group 2: Company-Specific Developments - Oracle's stock rose significantly after TikTok agreed to sell its U.S. operations to a new joint venture formed with Oracle and Silver Lake Partners, reversing a recent downward trend in its stock price [3][10]. - Nvidia's stock increased as reports emerged that the Trump administration is reviewing the company's potential export of advanced AI chips to China, with the possibility of allowing sales to approved customers [4][10]. - Micron Technology's stock continued to rise, supported by strong demand for its memory chips and better-than-expected first-quarter guidance [4][10]. Group 3: Economic Indicators - The U.S. Consumer Price Index (CPI) report for November showed a year-over-year increase of 2.7%, which was below expectations, leading to hopes that the Federal Reserve may lower interest rates by 2026 [5][11]. - Some economists warned that the methodology used for the CPI report could lead to a resurgence in inflation in December [6][11]. - Principal Wealth Management's market strategist noted that the importance and timing of AI investment returns remain uncertain, but easing monetary and fiscal policies, along with trade uncertainties, could create a more favorable macroeconomic environment by 2026 [12].