美股收盘：科技题材开年大狂欢！中概股化身“金龙傲天”

Market Overview - On the first trading day of 2026, U.S. stock indices showed relatively calm closing fluctuations, with significant inflows into technology stocks and a collective rise in Chinese concept stocks, buoyed by a strong start in the Hong Kong market [1][3] - The S&P 500 index rose by 0.19% to 6858.47 points, the Nasdaq Composite fell by 0.03% to 23235.63 points, and the Dow Jones Industrial Average increased by 0.66% to 48382.39 points [1] Chinese Technology Stocks - The Nasdaq China Golden Dragon Index surged by 4.38%, marking the largest single-day increase since May 12 of the previous year [3] - Notable Chinese tech stocks included Baidu, which rose by 15.03% after announcing a spin-off IPO for its chip business, Alibaba up by 6.25%, Tencent ADR up by 5.23%, and Netease up by 7.22% [3] AI Sector Developments - Investors are eagerly awaiting developments from DeepSeek, which recently published a paper on a new training method called "manifold-constrained hyperconnection" (mHC), seen as a significant breakthrough in AI [3] - The market's tolerance for investment returns from AI giants has decreased compared to the previous year [3] Performance of Major Tech Companies - Major tech companies had mixed performances, with Nvidia up by 1.26%, Apple down by 0.31%, Google A up by 0.69%, and Microsoft down by 2.21% [4] - Tesla experienced a "seven-day decline" following the release of its annual electric vehicle delivery data [4] Semiconductor and Storage Stocks - ASML, a leader in photolithography machines, saw an 8.78% increase after receiving a "upgrade" from brokers [5] - Micron Technology, part of the "storage four giants," rose by 10.51%, while Western Digital increased by 8.96%, both reaching historical highs [4] Electric Vehicle Market - Tesla's Q4 delivery data fell short of expectations, delivering 418,227 vehicles, which was below analyst forecasts [6] - BYD, a leading Chinese electric vehicle manufacturer, reported a 27.86% increase in annual sales, delivering 2.2567 million vehicles in 2025 [6] Berkshire Hathaway Insights - Warren Buffett expressed confidence in Berkshire Hathaway's long-term prospects, stating it has a higher chance of existing in a hundred years than any other company [7] Retail Investor Performance - Interactive Brokers reported that its retail clients achieved an average return of 19.2% in 2025, outperforming the S&P 500 index's return of 16.39% [7]