Zheng Quan Shi Bao Wang·2026-01-13 16:51Market Overview - US stock indices opened lower after a brief rally, while silver prices surged, reaching a new historical high of $89 per ounce [1][3] - As of the latest update, silver's increase was narrowed to 3.88%, while gold rose by 0.45% to $4618.09 per ounce [3][4] Precious Metals - Current prices for precious metals include: - London Gold: $4618.09 (+0.45%) - London Silver: $88.40 (+3.88%) - COMEX Gold: $4634.6 (+0.43%) - COMEX Silver: $88.85 (+4.42%) [4] Economic Data - The US Consumer Price Index (CPI) for December 2025 showed a year-on-year increase of 2.7%, with a core CPI (excluding food and energy) rising by 2.6% [4] - Morgan Stanley noted that the December inflation data may contain "technical noise" due to the previous government shutdown, potentially affecting its reliability for predicting Federal Reserve policy [4] Federal Reserve Outlook - Economists suggest that persistent inflation concerns may lead the Federal Reserve to be cautious in deciding whether to ease monetary policy in 2026, despite current weak hiring in the job market [5] - Market expectations for the Federal Reserve's upcoming meeting indicate a 95% probability of maintaining current interest rates [5] Semiconductor Sector - Major semiconductor stocks saw gains, with AMD rising nearly 6% and Intel increasing over 3% [5] - AMD's next-generation RDNA 5 architecture graphics cards are delayed until the second half of 2027, aiming to avoid price competition with NVIDIA [7] Caterpillar and NVIDIA Partnership - Caterpillar announced an expanded partnership with NVIDIA to enhance industrial equipment solutions and manufacturing systems using AI technology [9] - This collaboration aims to drive innovation in mining and construction sectors, improving efficiency for customers and dealers [9] Chinese Stocks - The Nasdaq Golden Dragon China Index fell over 1%, with notable declines in stocks such as Alibaba, NIO, and JD.com [9] - In contrast, renewable energy stocks like Canadian Solar and JinkoSolar saw gains, with Canadian Solar up nearly 6% [11] Century Internet Collaboration - Century Internet experienced a rise of over 4% after announcing a strategic partnership with Youzu Interactive to develop green computing projects in Inner Mongolia [12]