Group 1: Market Overview - US stock markets experienced a decline, with the Dow Jones down 0.09%, Nasdaq down 1%, and S&P 500 down 0.53% [1] - Major bank stocks continued to struggle, with Wells Fargo dropping 4.6%, Citigroup and Bank of America falling over 3% [1] - Wells Fargo's Q4 earnings missed market expectations due to weak investment banking performance, while Citigroup reported a year-on-year decline in net profit despite revenue growth [1] Group 2: Technology Sector Performance - Major tech stocks faced significant losses, with Nvidia down 1.4%, Tesla down 1.8%, and Microsoft and Amazon down 2.4% [2] - Oracle saw a decline of 4.3%, influenced by limitations in cybersecurity software applications [2] - The Nasdaq China Golden Dragon Index fell by 0.2%, with notable movements in Chinese tech stocks such as Alibaba up 1.7% and Pinduoduo down 3.9% due to antitrust investigations [2] Group 3: Commodity Market Trends - International oil prices saw a sharp decline, with WTI and Brent crude oil contracts dropping approximately 1.5% after earlier gains [2] - Precious metals experienced strong upward movement, with COMEX gold futures rising 0.81% to $4626.30 per ounce and silver futures increasing 5.81% to $90.86 per ounce, both reaching historical highs [2] Group 4: Policy and Regulatory Developments - The Ministry of Finance and other departments announced a tax policy to support residents in purchasing new homes, effective from January 1, 2026, to December 31, 2027 [3][4] - A new tax policy for the He Tao Shenzhen-Hong Kong Science and Technology Innovation Cooperation Zone will be implemented starting February 10, 2026, allowing certain entities to import research goods tax-free [5] - The Ministry of Industry and Information Technology held a meeting to regulate competition in the new energy vehicle industry, emphasizing innovation and quality while resisting price wars [6] Group 5: Financial and Taxation Measures - A video conference was held to promote a package of fiscal and financial policies aimed at boosting domestic demand, with a focus on simplifying processes and ensuring effective policy implementation [7] - The State Administration of Taxation emphasized the importance of compliance in the online streaming industry, highlighting recent tax evasion cases involving internet celebrities [7]
盘前必读丨美股两连阴 携程大跌17%;换房退个税政策延续实施