Nvidia(US:NVDA) Zhong Guo Ji Jin Bao·2026-01-14 00:33Group 1: CPI Data and Market Reaction - The latest Consumer Price Index (CPI) data shows a year-on-year increase of 2.7% as of December 2025, with a core CPI increase of 2.6% excluding volatile food and energy prices [4] - Following the CPI release, all three major U.S. stock indices closed lower, with the Dow Jones Industrial Average 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%) [3][2] Group 2: Semiconductor Sector Performance - The semiconductor sector experienced a rebound, with Intel shares rising by 7.33%, AMD by 6.39%, and Astera Labs by 4.63% [7][9] - The U.S. government approved the export of Nvidia's H200 chips to China, which may impact the semiconductor market positively [7] Group 3: JPMorgan's Financial Performance - JPMorgan reported Q4 2025 adjusted revenue of $46.77 billion and a net profit of $13 billion, exceeding expectations, with an annual net profit of $57 billion for 2025 [12] - Despite strong earnings, JPMorgan's stock fell over 4% due to broader market adjustments and concerns over credit card interest rate caps proposed by former President Trump [12] Group 4: Oil Market Dynamics - NYMEX WTI crude oil futures saw a significant increase, peaking at approximately $61.5 per barrel [15] - The U.S. Energy Information Administration (EIA) forecasts a decline in oil prices, predicting an average Brent crude price of $56 per barrel in 2026, down 19% from 2025 [15]