Group 1 - The U.S. stock market reached a historical high, with materials, industrial, and financial sectors leading the gains, indicating a rotation of investments towards previously lagging sectors [1] - The S&P 500 index rose by 0.6%, marking its third consecutive day of gains, while the equal-weighted index increased by 1.2%, suggesting a broader market rally beyond tech stocks [1] - Weak U.S. services PMI data has fueled hopes for further interest rate cuts by the Federal Reserve, contributing to the upward movement of major stock indices [1] Group 2 - Goldman Sachs' new chief U.S. equity strategist predicts a year of "micro-rotation" in the stock market due to extreme concentration and the evolution of AI trading, with the top ten S&P 500 stocks accounting for 41% of market capitalization [2] - Increased cash inflows related to pension contributions and year-end bonuses are supporting a broad market rally, as the "January effect" appears particularly strong this year [2] - Despite geopolitical tensions following the capture of Venezuelan President Nicolás Maduro, Wall Street's reaction has been muted, with some safe-haven assets like gold and U.S. Treasuries rising [2] Group 3 - Investors are optimistic about the stock market's potential for further gains in 2026, with 60% of surveyed investors expecting the S&P 500 to rise by up to 20% [3] - Historical trends indicate that after a significant market pullback, strong rebounds typically follow, suggesting a favorable outlook for the upcoming year [3] - The International Consumer Electronics Show (CES) is providing a platform for AI-themed trading, with tech companies showcasing new products and business announcements [3] Group 4 - Advanced Micro Devices (AMD) showcased a new chip for enterprise data centers, while NVIDIA's CEO announced the anticipated deployment of the Rubin processor in the second half of the year [4] - Sandisk Corp. and its peers were among the best-performing stocks in the S&P 500, with Sandisk's stock surging approximately 47% in the first three trading days of 2026 [4] Group 5 - Following the ousting of Maduro, oil traders like the Tok Group are set to negotiate with the U.S. government on resuming oil purchases from Venezuela [5] - Under Armour (UA) saw a significant stock price increase after Fairfax Financial Holdings disclosed a substantial stake in the company [5]
美股开门红！标普道指联袂创新高 板块轮动行情加速上演
Zhi Tong Cai Jing·2026-01-07 00:23