智通财经网·2026-02-02 15:43Group 1 - The U.S. stock market opened lower but turned positive, with all three major indices rising, particularly the Nasdaq which increased by 0.75% [1] - Notable tech stocks saw significant gains, with AMD rising over 5%, Intel up more than 4%, and Oracle and Amazon both increasing by over 2% [1] - Google's stock reached a new high, rising by 1.6%, bringing its total market capitalization to $4.1 trillion [1] Group 2 - U.S. manufacturing activity unexpectedly expanded in January, achieving the fastest growth rate since 2022, driven by strong increases in new orders and production [1] - The ISM manufacturing index rose from 47.9 to 52.6, indicating a stabilization above the threshold that separates expansion from contraction, suggesting a recovery in the manufacturing sector after nearly a year of decline [1] - Morgan Stanley's chief economist stated that despite changes in Fed leadership, the policy response function of the Federal Reserve is unlikely to change significantly, with expectations of two rate cuts in the second half of the year, contingent on a decline in inflation driven by tariffs [1]