Market Overview - The U.S. Supreme Court has not yet announced its ruling on Trump's tariffs, while mixed non-farm employment data led to a 0.6% increase in the S&P 500, reaching a new high, and a 1% rise in the Nasdaq 100 [1] - Stocks closely related to tariffs experienced declines during the day, with Intel surging over 10% after its CEO met with Trump, and Oracle rising nearly 5% [1] - The non-farm report reinforced market expectations for the Federal Reserve to maintain interest rates unchanged in January, with the 2-year U.S. Treasury yield rising by 4.39 basis points [2] Currency and Commodities - The U.S. dollar has risen for four consecutive days, reaching a one-month high, with the dollar against the yen briefly surpassing 158 amid reports of Japan's Prime Minister planning to dissolve the parliament for early elections [3] - Cryptocurrencies fell on Friday, with Bitcoin dipping below $90,000 after a strong rise earlier in the week, while spot gold prices increased by 0.7%, surpassing $4,500, and silver rose by 3.8% for the week [4] - WTI crude oil saw a brief increase of 2.3% before narrowing to a 0.6% gain due to heightened tensions in Iran and Trump's threats against protesters [4] Stock Market Performance - The S&P 500 closed up 0.65% at 6966.28 points, with a weekly increase of 1.57%. The Dow Jones rose 0.48% to 49504.07 points, up 2.32% for the week, while the Nasdaq gained 0.82% to 23671.346 points, with a weekly rise of 1.88% [18] - In the A-share market, the Shanghai Composite Index closed at 4120.43 points, up 0.92%, and the Shenzhen Component rose 1.15% to 14120.15 points [19] Industry Developments - China's Ministry of Commerce has tightened controls on dual-use items to counter Japan's militaristic ambitions, emphasizing that these measures do not affect normal civilian trade [23] - The U.S. has withdrawn its plan to restrict imports of Chinese drones, following strong domestic opposition and the recognition of the necessity of Chinese drones in the market [33] - The Chinese Academy of Sciences has achieved a significant breakthrough in lithium extraction technology from salt lakes, which is expected to enhance production efficiency and reduce costs [45] Company News - Walmart is set to be included in the Nasdaq 100 index on January 20, replacing AstraZeneca [38] - SanDisk has proposed a new contract requiring full cash prepayment from customers to secure future supply quotas, reflecting the high demand for storage devices driven by AI infrastructure [43]
华尔街见闻早餐FM-Radio｜2026年1月12日
Sou Hu Cai Jing·2026-01-11 23:28