欧美股市集体调整，芯片股逆势爆发，美光市值破4000亿美元

Market Overview - US and European stock markets experienced a collective adjustment, with major US indices showing slight declines amid cautious sentiment as the earnings season begins [1][2] - The Dow Jones Industrial Average fell by 83.11 points, or 0.17%, closing at 49,359.33 points; the Nasdaq dropped 14.63 points, or 0.06%, to 23,515.39 points; and the S&P 500 decreased by 4.46 points, or 0.06%, ending at 6,940.01 points [2] - Weekly performance showed the Dow down 0.29%, S&P 500 down 0.38%, and Nasdaq down 0.66%, indicating a failure to maintain the strong start of the year [2] Sector Performance - The semiconductor sector saw a significant surge, with Micron Technology's stock price rising over 7%, marking a market capitalization surpassing $400 billion [1][6] - Other semiconductor stocks like Broadcom, Applied Materials, and Lam Research also saw gains exceeding 2%, while SanDisk and Seagate Technology reached historical highs [8] - The Philadelphia Semiconductor Index rose by 1.15%, closing at 7,927.41 points [7] Technology Stocks - Major tech stocks displayed mixed results, with the US Tech Giants Index declining by 0.3%; Apple fell over 1%, Google nearly 1%, while Microsoft and Amazon saw increases of 0.7% and 0.38% respectively [3][5] - The Nasdaq China Golden Dragon Index dropped by 1.15%, with significant declines in stocks like Vipshop and CenturyLink, although the index still recorded a weekly increase of 0.32% [8][9] Commodity Market - Precious metals experienced volatility, with gold and silver prices declining; COMEX gold futures fell by 0.49% and silver futures dropped by approximately 2% [10][11] - In contrast, oil prices saw slight increases, with WTI crude oil futures rising by 0.24% and ICE Brent crude oil futures up by 0.74% [10][11] Economic Indicators - The market is closely monitoring the Federal Reserve's policy direction, with discussions around potential interest rate adjustments and economic growth forecasts [12] - The upcoming earnings reports from major companies like Netflix, Johnson & Johnson, and Intel are anticipated to provide insights into consumer spending and corporate performance amid inflation and tariff pressures [12]