美股在节日中回调，原油价格或短期利好

Macroeconomic Indicators - The FHFA house price index in the US increased by 0.4% month-on-month in October, surpassing the expected 0.1% and the previous value of -0.1% [1][10] - The number of initial jobless claims in the US dropped significantly to 199,000 for the week ending December 20, falling below 200,000 and approaching historical lows, compared to the previous value of 215,000 and an expectation of 218,000 [1][10] - The US refinery utilization rate slightly increased to 94.7% for the week ending December 26, up from 94.6% the previous week [1][10] - The US crude steel production continued to decline year-on-year, with a decrease of 1.8% compared to a previous decline of 3.6% [1][10] Major Index Performance - The S&P Oil & Gas Index rose by 3.11% over the week from December 29, 2025, to January 2, 2026, while the Nasdaq 100 Index fell by 1.71% and the S&P 500 Index decreased by 1.03% [2][12] - Among the 11 sectors covered by the S&P 500, three sectors saw gains, with the S&P 500 Energy sector leading with a rise of 3.29%, while the S&P 500 Consumer Discretionary sector lagged with a decline of 3.17% [2][12] Investment Products - The Bosera S&P 500 ETF (513500) is designed to track the US S&P 500 Index, providing a low-cost investment tool for domestic investors to capture growth in US stocks [4][13] - The Bosera Nasdaq 100 ETF (513390) tracks the Nasdaq 100 Index, with a significant portion (57.87%) of its composition in the information technology sector, along with exposure to consumer services, consumer goods, and healthcare [4][13]