早盘：美股继续上扬 市场关注科技股财报

Market Overview - US stock market continued to rise, with the Dow Jones up 187.16 points (0.38%) to 49,285.87, Nasdaq up 97.23 points (0.41%) to 23,598.47, and S&P 500 up 30.10 points (0.44%) to 6,945.71 [3][11] - Gold prices surged past $5,100 per ounce, driven by geopolitical tensions and a weakening dollar, prompting investors to seek safe-haven assets [3][14] Earnings Reports - Over 90 companies in the S&P 500 are set to report quarterly earnings this week, including major firms like Apple, Meta Platforms, and Microsoft [4][14] - Current earnings season shows strong performance, with 76% of companies that have reported exceeding expectations [4][14] - Despite overall positive earnings, some stocks like Intel and Netflix have seen declines [15] Federal Reserve and Economic Indicators - The Federal Reserve is expected to announce its first policy decision of the year, with market consensus leaning towards maintaining overnight interest rates [7][16] - The Chicago Fed National Activity Index for November improved to -0.04 from -0.42 in October, indicating a slight uptick in economic activity [18] - Durable goods orders in the US increased by 5.3% in November, marking the largest gain in six months, driven by orders for commercial aircraft and other capital goods [19] Geopolitical and Political Risks - Concerns over a potential US government shutdown are rising, with political tensions heightened by recent events, including a shooting incident involving federal immigration officials [4][14] - President Trump threatened to impose a 100% tariff on Canadian goods if Canada reaches a trade agreement with China, which has led to a response from Canadian officials [3][14] Technology Sector Insights - Major tech companies, including Microsoft, Meta Platforms, and Tesla, are scheduled to report earnings this week, with the market closely watching their performance amid shifting investor focus towards cyclical and small-cap stocks [17] - The storage products industry is entering a "super cycle," with key players like SK Hynix and Samsung Electronics also set to report earnings, and analysts are becoming increasingly optimistic about the fundamentals and stock price outlook for these companies [17]