美股存储芯片股走高；黄仁勋和苏姿丰6日将做主题演讲；台积电涨超3%，开盘后或将创历史新高【美股盘前】

Market Overview - Futures for the Dow Jones increased by 0.06%, S&P 500 futures rose by 0.23%, and Nasdaq futures gained 0.52% [1] Semiconductor Sector - U.S. storage chip stocks saw gains, with Micron Technology rising over 3%, Western Digital up more than 2%, and SanDisk also increasing by over 2% [2] Oil Sector - Oil stocks experienced a broad increase, with Chevron rising by 6.84%, ConocoPhillips up by 6.51%, ExxonMobil increasing by 3.38%, and Occidental Petroleum gaining 1.39%. This surge follows an announcement by Trump regarding U.S. oil companies entering Venezuela to invest billions in repairing oil infrastructure [2] Gold Sector - Gold stocks collectively rose, with New Gold increasing by over 5%, Coeur Mining up more than 3%, and Pan American Silver, Barrick Gold, Harmony Gold, and Newmont Mining all rising by over 2%. Spot gold increased by 2.24%, reaching $4,435.83 per ounce [2] Technology Sector - TSMC shares rose by 3.28%, reaching $330.09, potentially setting a new historical high. Goldman Sachs raised its target price for TSMC by 35%, anticipating steady growth for the company this year. TSMC's 2nm process is expected to ramp up production capacity from 35,000 wafers per month to 140,000 by year-end, exceeding previous market estimates [3] - Bernstein upgraded ASML's rating to "outperform" and raised its target price from €800 to €1,300, citing significant benefits from the emerging DRAM cycle and underestimation of capacity expansions by major DRAM manufacturers [3] IBM - Jefferies upgraded IBM's rating from "hold" to "buy" and increased its target price from $300 to $360, expressing optimism about IBM's software business despite prevailing market skepticism [4] Cryptocurrency - Bitcoin reached a three-week high, climbing 2.3% to $93,323, the highest level since December 11, 2025. This surge positively impacted cryptocurrency-related stocks, with Coinbase rising by 4.22% [4] Upcoming Events - NVIDIA CEO Jensen Huang and AMD CEO Lisa Su are scheduled to deliver keynote speeches at the CES event on January 6 [4]