Nvidia(US:NVDA) Mei Ri Jing Ji Xin Wen·2026-01-08 23:02Group 1: Market Performance - The S&P 500 Energy Index rose by 3.2%, marking the largest single-day increase since April [1] - The S&P 1500 Consumer Discretionary Index increased by 1.8%, reaching a historical high [1] - Major tech stocks mostly declined, with Intel down over 3% and Microsoft down over 1%, while Google, Amazon, and Tesla rose over 1% [1] Group 2: Stock Movements - Nvidia fell over 2%, resulting in a market value loss of approximately $98.9 billion (around 69 billion RMB) [2] - Defense stocks surged, with companies like Lockheed Martin and Northrop Grumman seeing significant price increases [2] - Popular Chinese concept stocks mostly rose, with the Nasdaq Golden Dragon China Index up by 1.09% [2] Group 3: Economic Outlook - Goldman Sachs released a report predicting a 20% increase in the MSCI China Index and a 12% increase in the CSI 300 Index by 2026 [3] - The report maintains an overweight rating on A-shares and H-shares in the Asian market [3] - Gold prices reached $4,470 per ounce, with a 0.35% daily increase, and the World Gold Council reported a 67% year-on-year growth rate for 2025 [3] Group 4: Commodity Prices - International crude oil futures saw a significant increase, with WTI crude oil futures up by 3.16% to $57.76 per barrel [4] - Brent crude oil futures rose by 5% to $62.96 per barrel [4] Group 5: Interest Rate Expectations - U.S. Treasury Secretary indicated that further economic strength requires larger interest rate cuts from the Federal Reserve [6] - Federal Reserve Governor expressed expectations for a 150 basis point rate cut by 2026 to boost the labor market [6] - Fitch Ratings anticipates two rate cuts in the first half of 2026, lowering the federal funds rate to 3.25% [7]