英伟达市值一夜蒸发6900亿元

Group 1 - 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 dropping over 3% and Microsoft falling more than 1% [1] Group 2 - Nvidia's stock fell over 2%, resulting in a market value loss of approximately $98.9 billion (around 69 billion RMB) [1][2] - Defense stocks surged, with companies like Lockheed Martin and Northrop Grumman seeing significant price increases following President Trump's announcement of a proposed $1.5 trillion military budget for 2027 [4] - The Nasdaq Golden Dragon China Index rose by 1.09%, with notable gains in companies like Wancloud Data and Bilibili [4] Group 3 - Goldman Sachs released a report predicting a 20% increase in the MSCI China Index and a 12% rise in the CSI 300 Index by 2026, maintaining an overweight rating on A-shares and H-shares [5] - International oil futures saw a significant increase, with WTI crude oil futures rising by 3.16% to $57.76 per barrel and Brent crude oil futures increasing by 5% to $62.96 per barrel [6] Group 4 - U.S. Treasury Secretary indicated that further economic strength requires larger interest rate cuts from the Federal Reserve, with expectations of a 150 basis point cut by 2026 [9] - Fitch Ratings anticipates two interest rate cuts by the Federal Reserve in the first half of 2026, lowering the federal funds rate to 3.25% [9]