美股反弹收高,台积电与大行财报提振科技与金融板块,油价大跌打破连涨
Di Yi Cai Jing Zi Xun·2026-01-16 00:17

Group 1: Market Overview - Major stock indices on Wall Street rose collectively after two days of decline, with the Dow Jones Industrial Average up by 292.81 points, or 0.60%, closing at 49,442.44 points; the Nasdaq Composite increased by 58.27 points, or 0.25%, to 23,530.02 points; and the S&P 500 gained 17.87 points, or 0.26%, ending at 6,944.47 points [1] - The semiconductor sector strengthened significantly due to TSMC's strong earnings report, which reignited confidence in AI-related demand [2] - Financial stocks rebounded as Morgan Stanley and Goldman Sachs reported better-than-expected earnings, with Morgan Stanley's stock rising by 5.8% and Goldman Sachs by 4.6%, both reaching new closing highs [2] Group 2: Company Performance - TSMC's stock rose by 4.5% after reporting record quarterly earnings, with profits increasing by 35% year-over-year, boosting market confidence in AI demand [2] - Goldman Sachs reported a fourth-quarter net profit of $4.6 billion, with diluted earnings per share of $14.01, a 12% year-over-year increase; Morgan Stanley's net profit grew by 18% to $4.4 billion, driven by a 47% surge in trading revenue [2] - The Philadelphia Semiconductor Index rose by 1.76%, reaching a record close, with intraday gains nearing 4% before tapering off [2] Group 3: Economic Indicators - The U.S. Labor Department reported that initial jobless claims fell to 198,000, significantly below market expectations, indicating a resilient labor market [5] - The 10-year U.S. Treasury yield rose by 1.6 basis points to 4.156%, while the 2-year yield increased by 4.4 basis points to 3.558%, with market expectations for a rate cut by the Federal Reserve remaining stable at about 5% [6]