特朗普宣布！军工股暴涨

Group 1: Market Overview - The U.S. stock market showed mixed performance, with the Dow Jones rising over 100 points, while the Nasdaq index, heavily weighted by technology stocks, declined [2] - Chinese assets experienced a significant rally, with the Chinese concept stock index rising over 1%, and both major Hong Kong indices also increasing [3] Group 2: Defense Sector Performance - Defense stocks surged, with companies like Lockheed Martin, Northrop Grumman, and Kratos Defense & Security Solutions seeing substantial price increases [4] - Former President Trump proposed increasing the defense budget to $1.5 trillion by 2027, emphasizing the need for a strong military in a volatile global environment [5] Group 3: Technology Sector Performance - The Nasdaq index faced pressure primarily due to declines in major technology stocks, with the Nasdaq 100 index dropping by 1% as Nvidia and Apple saw significant losses [6] - Notable declines in the semiconductor sector included Sandisk down 11.75%, Micron Technology down 5.12%, and Intel down 3.70% [7] Group 4: Investor Sentiment and Economic Indicators - Investors are cautious ahead of the upcoming earnings season and the U.S. non-farm payroll data, with expectations of at least two rate cuts of 25 basis points each [6][8] - Concerns over geopolitical risks and regional security issues are influencing market positioning, leading to a more cautious approach among investors [8]