Market Overview - The U.S. stock market reached new historical closing highs driven by strong performance in chip stocks and a rotation into value sectors, alleviating investor concerns about a sharp economic slowdown [1][3] - The S&P 500 index rose by 0.65% to close at 6966.28 points, while the Nasdaq Composite increased by 0.81% to 23671.35 points, and the Dow Jones Industrial Average climbed 0.48% to 49504.07 points [1] - The labor market showed signs of stability with a slight decrease in the unemployment rate to 4.4%, despite non-farm payrolls adding only 50,000 jobs in December, below the expected 73,000 [3] Sector Performance - The semiconductor sector led the market, with the Philadelphia Semiconductor Index rising by 2.7%, reaching a record high [2] - Notable individual stock performances included Broadcom up 3.79%, Tesla up 2.11%, and Intel rising nearly 11% following positive comments from President Trump [2] - Value sectors showed signs of recovery, with the S&P 500 Value Index up approximately 3% year-to-date, outperforming the S&P 500 Growth Index which rose about 1% [4] Economic Indicators - The Federal Reserve's interest rate expectations shifted, with traders now estimating only a 4.8% chance of a rate cut at the upcoming January meeting, down from 11.6% prior to the employment data release [3] - The two-year U.S. Treasury yield rose by 4.6 basis points to 3.534%, while the ten-year yield fell slightly by 1.4 basis points to 4.183% [3] Corporate Developments - Meta Platforms agreed to purchase power from Vistra Energy's nuclear power plant, leading to a significant 10.5% increase in Vistra's stock price [2] - General Motors announced a charge of approximately $6 billion to terminate or withdraw from certain electric vehicle investment projects, resulting in a decline of over 2% in its stock [5] Commodity Market - Crude oil prices increased by 2.35%, closing at $59.12 per barrel, while gold prices rose by 0.5% to $4496.09 per ounce, reflecting a weekly gain of about 3.9% [6] - Silver prices saw a notable increase, with spot silver rising by 3.81% to $79.93 per ounce, and COMEX silver futures up 5.92% [6]
芯片股领涨英特尔涨近11%,金龙指数跌1.3%,12月非农仅增5万,标普道指齐创收盘新高