银行股拖垮道指跌近1%，谷歌市值超苹果成第二大公司，白银盘中一度暴跌6%，存储概念股高位回调

Market Overview - The US stock market experienced a significant drop at the end of trading on January 7, with the Dow Jones falling by 466 points (0.94%) to close at 48996.08, the S&P 500 down by 23.89 points (0.34%) to 6920.93, while the Nasdaq saw a slight increase of 0.16% to 23584.27 [1][2] Company Performance - Alphabet's parent company, Google, saw its market capitalization surpass Apple's for the first time since 2019, reaching $389.45 billion, while Apple's market cap was $384.70 billion [3] - Microsoft, Nvidia, and Amazon also reported gains, with increases of 1.07%, 1.03%, and 0.29% respectively, while Apple and Meta experienced declines of 0.77% and 1.81% [3][4] - Financial stocks collectively declined, with JPMorgan down 2.26%, Goldman Sachs down 1.62%, Citigroup down 0.93%, Bank of America down 2.83%, and Wells Fargo down 2.19% [4] Sector Dynamics - The defense and aerospace sector faced notable declines, influenced by Trump's policies, with Northrop Grumman down 5.5%, Lockheed Martin nearly 5%, and General Dynamics close to 4% [5] - Chinese concept stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 1.58%. Alibaba fell 2.7%, NetEase down 3.1%, while some stocks like Su Xuan Tang Pharmaceutical surged over 18% [5][6] Commodity Market - The commodity market saw increased volatility, with silver prices dropping over 6% at one point, closing down 3.56%. Gold also fell by 0.87%, settling at $4456.07 per ounce [6][7] - Basic metals like copper and nickel also experienced declines, with LME copper down nearly 3% and LME nickel down over 4% [7] Geopolitical and Economic Factors - Geopolitical issues are becoming a focal point, particularly regarding US control over Venezuelan oil sales, which are intended to benefit the Venezuelan people [8] - Economic data released showed that ADP employment numbers increased by 41,000, below the expected 47,000, while the ISM non-manufacturing PMI was reported at 54.4, above the expected 52.3 [8] AI and Technology Developments - In the AI sector, Anthropic reportedly raised $10 billion, with a pre-money valuation of approximately $350 billion. Arm has completed restructuring and established a physical AI department [9] - Intel's stock rose over 6% after launching its next-generation PC platform processor, Core Ultra3, and approved Mobileye's acquisition of AI humanoid robotics startup Mentee Robotics for about $900 million [9]