美股强势反弹：芯片股因台积电财报创新高，金融股业绩亮眼带动回暖，油价大跌拖累能源股

Market Performance - Major U.S. stock indices collectively rose on January 15 after two days of decline, driven primarily by the technology and financial sectors [1] - The Dow Jones Industrial Average increased by 292.81 points, or 0.60%, closing at 49,442.44 points; the Nasdaq Composite rose 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] Sector Highlights - The financial sector played a crucial role in supporting the market, with Morgan Stanley and Goldman Sachs reporting quarterly earnings that exceeded expectations, leading to stock price increases of 5.8% and 4.6%, respectively [4] - Goldman Sachs reported a 12% year-over-year increase in net profit to $4.6 billion, while Morgan Stanley's net profit grew by 18% to $4.4 billion, with investment banking revenue soaring by 47% [4] - BlackRock's assets under management reached a record high of $14 trillion, resulting in a stock price increase of 5.9% [4] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.60%, with most Chinese concept stocks declining [4] - New energy vehicle companies such as NIO, Xpeng Motors, and Li Auto saw slight increases, while Tencent Music and Trip.com experienced significant declines [4] Commodity Market - International oil prices experienced a significant drop, with New York light crude oil futures falling by 4.56% to $59.19 per barrel, and Brent crude oil futures decreasing by 4.15% [6] - The decline in oil prices was attributed to easing supply concerns rather than heightened geopolitical risk premiums due to U.S. actions against Iranian oil tankers [6] - Gold prices slightly decreased to around $4,615 per ounce, while silver experienced a sharp decline after reaching a historical high, with intraday volatility exceeding 7% [6] Economic Data - Initial jobless claims in the U.S. fell to 198,000, below market expectations, indicating resilience in the labor market [6] - This data did not strengthen expectations for a Federal Reserve rate cut, with futures indicating only about a 5% probability of a cut in January [6] - Several Federal Reserve officials emphasized the need to remain vigilant regarding inflation, with Kansas City Fed President Esther George describing inflation as "overheated" [6]