华尔街见闻早餐FM-Radio | 2026年1月10日

Market Overview - The U.S. Supreme Court has not yet announced its ruling on Trump's tariffs, with the next decision expected on January 14 [8] - Non-farm payroll data showed mixed results, with an increase of 50,000 jobs in December, below the expected 65,000, and the unemployment rate dropping to 4.4%, the lowest annual increase since 2020 [19] - The S&P 500 rose by 0.6%, reaching a new high, while the Nasdaq 100 increased by 1% [2] - The two-year U.S. Treasury yield rose by 4.39 basis points, reflecting market expectations for the Federal Reserve to maintain interest rates in January [2] Cryptocurrency and Commodities - Bitcoin fell below $90,000 after a strong start to the week, ending the week roughly flat [3] - Spot gold prices increased by 0.7%, surpassing $4,500, with a weekly gain of over 4% [3] - WTI crude oil saw a brief increase of 2.3% before settling at a 0.6% gain due to geopolitical tensions [3] Chinese Economic Indicators - China's December CPI rose by 0.8% year-on-year, marking a 34-month high, driven by increased food prices, particularly fresh vegetables, which rose by 18.2% [5][17] - The PPI has seen a continuous increase for three months, indicating rising industrial prices [17] - The Chinese Ministry of Finance announced the cancellation of VAT export rebates for 249 products, including solar energy products, starting in April [7][18] Company News - Intel's stock surged over 10% following a meeting between its CEO and Trump, with the U.S. government’s investment in Intel now valued at approximately $19.74 billion [33] - Minimax's debut on the Hong Kong stock market saw its shares soar by 109%, with significant backing from major investors like Alibaba and Tencent [11][23] - TSMC reported a 20.4% year-on-year increase in December revenue, driven by strong demand for AI chips and iPhone 17, alleviating market concerns about a potential bubble [28] Regulatory Developments - The State Council's Anti-Monopoly Committee announced an investigation into the food delivery service industry due to issues related to subsidies and pricing competition [6][18] - The U.S. is expected to release the results of its Section 232 tariff investigation, which could significantly impact the prices of silver, platinum, and palladium [19]