华尔街见闻早餐FM-Radio | 2026年1月12日

Market Overview - The S&P 500 rose by 0.6%, reaching a new high, while the Nasdaq 100 increased by 1% amid mixed non-farm employment data and pending decisions on Trump tariffs [1] - Intel shares surged over 10% following a meeting between its CEO and Trump, while Oracle's stock rose nearly 5% [1] - The non-farm report strengthened expectations for the Federal Reserve to maintain interest rates in January, leading to a 4.39 basis point increase in the 2-year Treasury yield [1] - The dollar experienced a four-day rise, reaching a one-month high, with the USD/JPY pair briefly surpassing 158 [1] Cryptocurrency and Commodities - Bitcoin fell below $90,000 after a strong initial rise earlier in the week, ending the week roughly flat [2] - Spot gold prices increased by 0.7%, surpassing $4,500, with a weekly gain of over 4% [2] - Spot silver rose by 3.8%, with a weekly increase of 10% [2] - WTI crude oil saw a brief rise of 2.3% before settling at a 0.6% increase due to geopolitical tensions involving Iran and Trump [2] Company News - SpaceX received approval to deploy an additional 7,500 Starlink satellites, bringing the total to 15,000, aimed at enhancing global internet services [22] - SanDisk announced a price increase and a requirement for full cash prepayment from customers to secure supply, reflecting the high demand for storage devices driven by AI infrastructure [37][38] - Oracle's stock performance is under scrutiny as some investors express skepticism about its current investments and market positioning [33] Industry Insights - The military-industrial sector is gaining attention due to geopolitical tensions, with defense spending expected to rise globally [24] - The drone market is experiencing significant growth, with projections indicating that China's civil drone market could reach approximately 400 billion yuan by 2030 [34] - The rare earth market is seeing price increases driven by strategic stockpiling amid geopolitical concerns, with the establishment of a new price index for rare earth products [35] - The lithium extraction industry is poised for growth following technological breakthroughs in lithium separation processes, which could reshape the global lithium supply landscape [39][40]