Mei Ri Jing Ji Xin Wen·2026-01-03 03:51Group 1 - The core viewpoint of the article highlights a significant surge in Chinese assets and a strong performance of the renminbi, indicating a continuation of a structural bull market into 2026, with a clear investment focus on sectors like semiconductors, AI, and consumer-driven industries such as home appliances and automobiles [7][8] - The Nasdaq China Golden Dragon Index rose nearly 4%, with notable increases in stocks such as Baidu (up over 12%), iQIYI (up over 9%), and other major Chinese companies [5][6] - The offshore renminbi exchange rate against the US dollar surpassed 6.97, reaching its highest level since May 2023, reflecting a strong currency performance [7] Group 2 - In the US stock market, semiconductor stocks saw a significant rise, with the Philadelphia Semiconductor Index increasing over 4.5%, while major tech companies like Apple, Amazon, and Microsoft experienced declines [2] - Tesla's stock fell nearly 1.8% after reporting a 16% year-on-year decline in Q4 vehicle deliveries, totaling 418,227 units, and an annual delivery drop of over 8%, trailing behind Chinese competitor BYD [2] - Precious metals experienced volatility, with spot gold initially breaking through $4,400 before retracting most of its gains, while silver also saw a significant pullback [9]