美联储主席人选生变，美国股债齐跌，美元走V收平，金银横盘，铜价下挫

Group 1 - The potential candidates for the next Federal Reserve Chair have shifted, with Trump expressing a preference for Hassett over Walsh, leading analysts to speculate that Walsh is now the frontrunner for the position [1][2] - Following Trump's comments, the dollar rebounded from its intraday low, while the stock market shifted from gains to losses, with the Russell 2000 index rising 0.1% and outperforming the S&P 500 for the 11th consecutive trading day [1] - The S&P 500 index experienced a slight decline of 0.4% over the week, while the small-cap index rose 2% [7][9] Group 2 - The Philadelphia Semiconductor Index increased by approximately 1.1%, reaching a new historical high, driven by strong performances from major stocks like TSMC, which limited the Nasdaq's decline [4] - The technology sector, particularly the "Magnificent 7" tech stocks, underperformed the S&P 500, with a weekly decline of 1.58% [5][11] - The 10-year U.S. Treasury yield rose by 5 basis points, while the 2-year yield increased by about 3 basis points, following a decrease in interest rate cut expectations [7] Group 3 - The Nasdaq Composite index fell by 0.06% over the week, while the Nasdaq 100 index dropped by 0.07% [8][9] - The VIX index, a measure of market volatility, increased by 9.45% over the week, indicating heightened market uncertainty [9] - The performance of various sector ETFs showed mixed results, with the semiconductor ETF rising by 1% while the internet sector ETF fell by 0.88% [9]