美股能源股大涨，国际油价涨超4%，中概股多数飘红，特朗普：下任美联储主席心中已有决定

Market Overview - US stock indices opened lower but closed mixed, with the Dow Jones up 0.55%, S&P 500 up 0.01%, and Nasdaq down 0.44% [1] - Major technology stocks mostly declined, with Intel down over 3%, Nvidia down more than 2%, and Microsoft down over 1%, while Google, Amazon, and Tesla rose over 1% [2] Sector Performance - The storage sector saw widespread declines, with SanDisk down over 5%, Seagate Technology down over 7%, Western Digital down over 6%, and Micron Technology down over 3% [3] - Defense stocks performed strongly, with Lockheed Martin up over 4% and Northrop Grumman up over 2%, both reaching intraday gains of over 9% [3] - Energy stocks rose across the board, with ConocoPhillips up over 5%, ExxonMobil up over 3%, and Chevron up over 2%, leading to a 3.2% increase in the S&P 500 Energy Index, the largest single-day gain since April 2025 [3] Commodity Prices - International oil prices surged, with NYMEX WTI crude oil and ICE Brent crude both rising by 4%, closing at $58.40 per barrel and $62.79 per barrel, respectively [4] - Gold prices saw a slight increase, nearing $4,490 per ounce, while silver prices fluctuated, initially dropping over 1.6% before recovering above $77 per ounce [6][7] Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 1.09%, with Century Internet up nearly 11%, and companies like Global Data and Youdao up over 7% [5] - Notable declines included Brain ReGen down over 21% and companies like Canadian Solar and Daqo New Energy down over 11% [5] Federal Reserve Outlook - Federal Reserve Governor Milan indicated a potential interest rate cut of about 150 basis points by 2026, which could create approximately one million jobs without triggering inflation [8] - Opinions among institutions vary, with some expecting only one rate cut this year, while others anticipate two or none at all [8]