美股收盘：地缘政治、财报与政策多重因素“交织”，三大股指集体收涨

Market Overview - The US stock market closed higher on Monday, with the Dow Jones up 313.69 points (0.64%) at 49,412.40, the Nasdaq up 0.43% at 23,601.36, and the S&P 500 up 0.50% at 6,950.23, as investors awaited earnings reports from major companies and the Federal Reserve's monetary policy decision [1] Technology Sector - Major tech stocks showed mixed performance, with Oracle and Apple rising by 3.0%, Meta by 2.0%, Google by 1.6%, and Microsoft by 0.9%. However, Amazon fell by 0.3%, Tesla by 3.1%, and Nvidia by 0.6%. Nvidia's decline followed reports of a $2 billion investment in AI cloud computing company CoreWeave, which saw its stock rise by 5.7% due to an expanded partnership [1] - Intel's stock dropped by 5.7% after a significant decline of 17% the previous Friday, marking its largest single-day drop in 18 months, attributed to lower-than-expected quarterly profit and revenue guidance [2] Commodity Sector - The materials sector performed strongly, with gold mining stocks rising significantly; Barrick Gold increased by 2.3% and Newmont Mining by 1.3%. The oil and gas exploration sector rose by 3.0% due to a polar vortex impacting the US energy industry [2] - US rare earth stocks surged by 7.9% after a key mineral producer announced $3.1 billion in financing, including $1.6 billion from the US federal government [2] Geopolitical Factors - Geopolitical tensions continue to affect market sentiment, with President Trump threatening to impose a 100% tariff on goods imported from Canada. Analysts suggest that while concerns about the tariff may be limited, the US's use of import tariffs as a pressure tactic on allies is gradually undermining market confidence [2] Economic Indicators - The US dollar index fell by 0.6% to 97.02, marking a new low since mid-September of the previous year. US Treasury yields also declined, with the 10-year yield down 2.8 basis points to 4.21% and the 2-year yield down 1.9 basis points to 3.59% [3] - The Federal Reserve's first meeting of the year is set to begin, with market expectations leaning towards maintaining the current benchmark interest rate. Analysts are focusing on potential changes in the Federal Open Market Committee's statements and guidance regarding future rate cuts [3] Earnings Season - The upcoming earnings season will see major companies such as Apple, Microsoft, Meta, Tesla, UnitedHealth, Visa, Mastercard, Caterpillar, Boeing, AT&T, Starbucks, ExxonMobil, and Chevron reporting their latest quarterly results. Despite geopolitical and policy uncertainties, analysts believe that US consumer financial health remains strong, with continued consumer spending and solid corporate earnings [4] - International oil prices saw a slight decline, with light crude oil futures for March delivery falling by $0.44 to $60.63 per barrel (0.72% drop) and Brent crude oil futures down by $0.29 to $65.59 per barrel (0.44% drop) [4] - Precious metals continued to show strength, with COMEX gold futures for January delivery rising by 2.08% to $5,079.70 per ounce and silver futures up by 14.03% to $115.08 per ounce, although silver's gains narrowed significantly after hours [4]