美股芯片股强势，电力股暴跌

Market Overview - The U.S. stock market experienced fluctuations, with the Dow Jones down by 83.11 points, or 0.17%, closing at 49,359.33 points, while the Nasdaq and S&P 500 both fell by 0.06% [3] - For the week, the Dow Jones decreased by 0.29%, the Nasdaq by 0.66%, and the S&P 500 by 0.38% [3] - The upcoming earnings season is expected to peak next week with major companies like Netflix, Johnson & Johnson, and Intel reporting their results [3] Sector Performance - Chip stocks showed strong performance, with Broadcom rising by 2.5% and AMD by 1.7% [5] - Bank stocks stabilized, with JPMorgan up by 1.0%, Bank of America by 0.7%, and Citigroup by 0.5%, despite concerns over credit card interest rate caps [5] - The Nasdaq China Golden Dragon Index fell by 1.1%, with notable movements including NetEase up by 1.4% and Alibaba down by 3.2% [6] Economic Indicators - U.S. industrial production increased by 0.4% month-on-month in December, matching the revised growth from November and exceeding market expectations [7] - The National Association of Home Builders reported a surprising decline in builder confidence for January, dropping 2 points to 37, the first decrease since August [7] - Federal Reserve Vice Chair Michelle Bowman indicated readiness to adjust monetary policy if labor market conditions do not show clear improvement [7] Treasury Yields - The 10-year U.S. Treasury yield rose by 7.1 basis points to 4.23%, marking the largest increase since November [7] - The 2-year Treasury yield increased by 3.5 basis points to 3.60% [7] Commodity Market - International oil prices saw a slight increase, with WTI crude rising by 0.42% to $59.44 per barrel and Brent crude by 0.58% to $64.13 per barrel [8] - Precious metals experienced a decline, with COMEX gold futures down by 0.82% to $4,588.10 per ounce and silver futures down by 4.12% to $88.09 per ounce [8]