盘前：纳指期货涨1.0% 科技股延续2025年涨势

Group 1: Market Overview - US stock futures rose on the first trading day of 2026, with the technology sector expected to continue last year's upward momentum [2][8] - Dow Jones Industrial Average futures increased by 0.4%, S&P 500 futures rose by 0.6%, and Nasdaq 100 futures surged by 1% [3][9] - The S&P 500 index has historically shown no clear trend on the first trading day of the year, with approximately 48% of years ending in gains [3][9] Group 2: Sector Performance - The technology sector is highlighted as the best investment theme for 2025, with significant interest in AI stocks driving market gains [4][10] - Nvidia's stock rose over 1%, and Palantir Technologies increased by more than 2%, both being top performers in 2025 with annual gains of approximately 39% and 135% respectively [3][9] - Other tech giants like Apple, Alphabet, and Microsoft also saw price increases [3][9] Group 3: Economic Indicators - The 30-year US Treasury yield reached a four-month high, reflecting optimistic economic expectations and reduced demand for safe-haven assets [5][11] - The 30-year yield rose to 4.88%, while the 10-year yield increased to 4.19% [5][11] - Initial jobless claims in the US fell to one of the lowest levels this year, indicating a strengthening labor market [5][11] Group 4: Federal Reserve Outlook - The Federal Reserve's policy remains a key focus for Wall Street in 2026, with expectations of maintaining interest rates in January and potential rate cuts in March and June [4][11] - Deutsche Bank strategists noted that the strong performance of the stock market in 2025 was supported by economic growth and optimism in the AI sector [4][10] Group 5: Individual Stocks - Mining stocks saw pre-market gains, with notable increases for companies like Coeur Mining (up 3.76%) and First Majestic Silver (up 3.30%) [6][13] - Chinese concept stocks also experienced collective gains, with NetEase rising over 6% and Baidu surging more than 12% after announcing plans to spin off Kunlun Chip for a Hong Kong listing [6][13]