Nvidia(US:NVDA) Jin Rong Jie·2026-01-07 06:50Group 1: Market Performance - The US stock market continued its upward trend on January 6, with the Dow Jones Industrial Average reaching an all-time high of 49,262.88 points during the session [1] - As of midday, the Dow was up by 277.39 points, or 0.57%, at 49,254.57 points; the Nasdaq Composite rose by 29.35 points, or 0.13%, to 23,425.17 points; and the S&P 500 increased by 16.68 points, or 0.24%, to 6,918.73 points [1] - This upward movement follows a positive trend from the previous trading day, with overall market sentiment remaining optimistic ahead of key economic data releases [1] Group 2: Sector Performance - Nvidia's CEO Jensen Huang revealed details about the new generation of AI processors at the CES, which boosted the semiconductor and storage sectors [1] - Storage-related stocks such as SanDisk, Western Digital, Seagate Technology, and Micron Technology saw significant price increases, contributing to a 2.75% rise in the Philadelphia Semiconductor Index, which also reached a historical high [1] Group 3: Geopolitical and Economic Context - Investors showed restraint in their reactions to geopolitical events, such as US military actions in Venezuela, with no significant risk pricing observed in the market [1] - City Index's senior market analyst Fiona Cincotta noted that the market remains optimistic and is not overly concerned about potential escalations or chain reactions from geopolitical risks [1] Group 4: Federal Reserve Insights - Recent comments from Federal Reserve officials provided market insights, with Minneapolis Fed President Kashkari suggesting that current interest rates may be close to a "neutral" state for the economy [2] - Fed Governor Milan indicated that the current monetary policy is restrictive, with expectations of a potential rate cut exceeding 100 basis points by 2026 [2] - The market is focused on upcoming US employment data, which investors hope will provide clues about economic resilience and the Fed's policy direction [2]