Nvidia(US:NVDA) Zhong Guo Ji Jin Bao·2026-01-14 00:24Group 1: Market Overview - The latest CPI data release led to a decline in all three major U.S. stock indices, with the Dow Jones down by 398.21 points (0.80%), the Nasdaq down by 24.03 points (0.10%), and the S&P 500 down by 13.53 points (0.19%) [2] - The U.S. Labor Department reported a year-on-year increase in the Consumer Price Index (CPI) of 2.7% for December 2025, with a core CPI (excluding food and energy) increase of 2.6% [2] - Morgan Stanley noted that the CPI data may contain "technical noise" due to the prolonged government shutdown, potentially diminishing its predictive value for future Federal Reserve policy [2] Group 2: Semiconductor Sector - The semiconductor sector experienced a rebound, with Intel shares rising by 7.33%, AMD by 6.39%, and Astera Labs by 4.63% [4] - The U.S. government approved the export of Nvidia's H200 chips to China, easing previous regulatory restrictions [4] - Meta Platforms is in discussions to double the production capacity of AI smart glasses by the end of the year, aiming for an annual output of over 20 million units by the end of 2026 [4] Group 3: Financial Sector - JPMorgan Chase's stock fell over 4% despite reporting Q4 2025 revenue of $46.77 billion and a net profit of $13 billion, exceeding expectations [8] - The bank's full-year net profit for 2025 was reported at $57 billion, with projected net interest income for 2026 expected to reach approximately $103 billion [8] - Concerns were raised by JPMorgan executives regarding a proposed credit card interest rate cap of 10%, which could significantly impact consumers [8] Group 4: Oil Market - NYMEX WTI crude oil futures surged, reaching a peak of approximately $61.5 per barrel [9] - The EIA's short-term energy outlook predicts a decline in oil prices in 2026, with Brent crude expected to average $56 per barrel, a 19% decrease from 2025 [10] - Global liquid fuel production is projected to increase by 1.4 million barrels per day in 2026, driven by OPEC+ output growth, with further increases expected in 2027 [10]