突然，集体暴涨！特朗普，发出威胁→
Qi Huo Ri Bao·2026-01-03 00:24

Market Overview - On January 2, US stock indices opened higher, with the Dow Jones up 0.19%, S&P 500 up 0.58%, and Nasdaq up 1.03% [1] - The Philadelphia Semiconductor Index saw significant gains, with ASML rising over 7% and Micron Technology up nearly 6% [1] - Chinese concept stocks surged, with the Nasdaq Golden Dragon China Index soaring 4%, and notable gains in Baidu (up 11.35%) and others [1] Performance Summary - By market close, US indices showed mixed results; Nasdaq fell 0.03%, while S&P 500 rose 0.19% and Dow Jones increased by 0.66% [3] - Notable tech stocks had varied performances, with ASML and Micron reaching historical highs, while Tesla and Microsoft dropped over 2% [3] - The Nasdaq Golden Dragon China Index closed up 4.38%, with Baidu gaining 15% and other major Chinese stocks also performing well [3] Sector Highlights - Semiconductor stocks like Hua Hong Semiconductor and SMIC saw significant increases, with Hua Hong up over 9% [5] - The innovative drug sector also performed well, with notable gains in companies like Innovent Biologics and Hengrui Medicine [5] - The solar energy sector experienced a boost, with GCL-Poly Energy rising over 22% [5] Future Market Outlook - Goldman Sachs predicts a 38% upside potential for the Chinese stock market by the end of 2027, citing factors like easing core risks and favorable regulatory environments [6] - Analysts expect a "spring market" in A-shares, driven by improved market sentiment and increased trading volumes [7][8] - The A-share market has shown signs of recovery, with the Shanghai Composite Index breaking a previous downtrend and trading volumes rising above 2 trillion yuan [9][10] Investment Sentiment - Analysts note that the current market environment is more favorable compared to previous periods, with expectations of continued liquidity and supportive macro policies [10][11] - The anticipated "spring rally" is supported by historical trends and positive macroeconomic signals, with a focus on sectors like commercial aerospace and military [12][13]