2 1 Shi Ji Jing Ji Bao Dao·2026-02-02 23:18Group 1: Technology Sector - Major tech stocks showed mixed performance, with Apple rising over 4%, Google and Amazon up over 1%, while Nvidia fell nearly 3% and Tesla dropped nearly 2% [2] - Apple is exploring a new model with a smaller size and a square flip-fold design [2] - Semiconductor stocks mostly increased, with the Philadelphia Semiconductor Index up 1.7%, Micron Technology rising over 5%, Intel nearly 5%, and Texas Instruments over 4% [2] - The storage sector strengthened, with SanDisk up over 15%, Western Digital nearly 8%, and Seagate Technology over 6%. SanDisk's performance exceeded expectations [2] - NAND flash memory average selling prices (ASP) increased by over 30% according to data from SK Hynix and SanDisk [2] Group 2: Energy Sector - The energy sector declined across the board, with ExxonMobil down over 2%, Chevron falling over 1%, ConocoPhillips down over 2%, Schlumberger down 0.68%, and Occidental Petroleum dropping over 3% [2] Group 3: Precious Metals - Spot gold briefly returned to $4,800 per ounce before closing at $4,658 per ounce, while spot silver saw a decline of 7% to $79 per ounce [3] - On February 3, spot gold opened up over 1% at $4,703 per ounce, with spot silver at $81 per ounce, rising over 2% [3] Group 4: Oil Market - International crude oil prices fell, with WTI crude futures down 4.71% to $62.14 per barrel and Brent crude futures down 4.36% to $66.30 per barrel [4] Group 5: Cryptocurrency Market - Major cryptocurrencies saw price increases, with Bitcoin returning above $78,000 after dipping to $74,560 [4] - Over the past month, Bitcoin has faced liquidity issues, with a net outflow of $1.61 billion from Bitcoin ETFs in January 2026 [4] Group 6: U.S. Federal Reserve - CME's "FedWatch" indicates an 8.9% probability of a 25 basis point rate cut by March, with a 91.1% chance of maintaining current rates [6] - The probability of a cumulative 25 basis point cut by April is 22.5%, while the chance of maintaining rates is 76.0% [6] Group 7: U.S.-India Trade Relations - President Trump announced a trade agreement with Indian Prime Minister Modi, reducing tariffs on U.S. goods from 25% to 18% [7] - Modi committed to significantly increasing purchases of U.S. products, including over $500 billion in energy, technology, agricultural products, and coal [7] - India agreed to stop purchasing Russian oil and increase purchases from the U.S. [8]