金价，突变！

Group 1: US Market Performance - On January 2, US stocks opened high but closed lower, with the Nasdaq initially rising over 1% [1] - Chip stocks in the US saw a broad increase, with the Philadelphia Semiconductor Index rising over 4.5%, including significant gains from Nvidia, Intel, and ASML [1] - Major tech stocks such as Apple, Amazon, Microsoft, Google, and Netflix experienced declines [1] Group 2: Chinese Stocks Performance - The Nasdaq Golden Dragon China Index surged nearly 4%, with notable increases in popular Chinese stocks [2] - Baidu Group rose over 12%, while iQIYI increased by over 9% [2] - Other significant gainers included WanGuo Data, Century Internet, and various tech companies, with increases ranging from 5% to over 8% [2] Group 3: Hong Kong Market Performance - The Hong Kong stock market opened strong, with major indices closing significantly higher: Hang Seng Index up 2.76%, Hang Seng China Enterprises Index up 2.86%, and Hang Seng Tech Index up 4.0% [3] - Sectors such as AI, semiconductors, commercial aerospace, electrical equipment, home appliances, and automotive showed strong performance throughout the day [3] Group 4: Investment Outlook - Analysts suggest that the strong performance of Chinese assets on the first trading day of 2026 indicates a continuation of the structural bull market from 2025 [4] - The investment focus for 2026 is expected to be on hard technology sectors like semiconductors and AI, alongside policy-driven consumer sectors such as home appliances and automotive [4] - The offshore RMB exchange rate against the US dollar strengthened, breaking above 6.97, reaching its highest level since May 2023 [4]