2月3日收盘：美股周一收高，市场关注科技股财报与就业报告

Core Viewpoint - US stock market saw a significant rise with the Dow Jones increasing by over 500 points, as investors shifted focus from recent declines in silver and Bitcoin to upcoming earnings reports from major tech companies and the January non-farm payroll data [1][6]. Group 1: Market Performance - The Dow Jones rose by 515.19 points, or 1.05%, closing at 49,407.66 points; the Nasdaq increased by 130.29 points, or 0.56%, to 23,592.11 points; and the S&P 500 gained 37.46 points, or 0.54%, ending at 6,976.49 points [3][8]. - Oracle announced plans to raise up to $50 billion to expand capacity for cloud customers, leading to a temporary stock increase of over 3%, but it ultimately closed down by 2.7% [3][8]. - Bitcoin fell below $80,000 for the first time since April 2025, indicating a risk reduction by investors following significant declines in gold and silver [3][8]. Group 2: Earnings Reports - Over 100 companies in the S&P 500 are set to release earnings this week, including Amazon and Alphabet, both of which saw stock price increases on Monday [6][10]. - Disney reported earnings that exceeded analyst expectations but warned of a decline in international visitors to domestic theme parks, resulting in a 7% drop in its stock price [10]. - Approximately 78% of the companies that have reported earnings so far have exceeded expectations, with overall earnings growth expected to reach the strongest level in four years [10]. Group 3: Nvidia and OpenAI - Nvidia's plan to invest $100 billion in OpenAI has stalled, with management expressing doubts about the deal and the lack of progress in negotiations [4][9]. - Concerns have arisen within Nvidia regarding OpenAI's business model and long-term competitive landscape, particularly as major companies like Microsoft and Google accelerate their own AI chip development [4][9]. - OpenAI is seeking new funding, with a valuation potentially reaching hundreds of billions, and Nvidia is reconsidering its investment strategy, possibly shifting to a smaller equity investment rather than the original infrastructure commitment [5][9].