美股低开高走,存储板块爆发闪迪大涨15%,白银激战80美元

Market Performance - The US stock market saw a positive trend with major indices rising, driven by gains in storage chip manufacturers and technology and financial sector stocks [2] - The Dow Jones Industrial Average increased by 515.19 points (1.05%) to close at 49,407.66, while the Nasdaq rose by 0.56% to 23,592.11, and the S&P 500 gained 0.54% to 6,976.44 [2] Technology Sector - Mixed performance among major tech stocks: Apple rose by 4.04%, Amazon by 1.53%, while Meta, Microsoft, and Tesla fell over 1%, and Nvidia dropped nearly 3% [3][4] - Oracle's stock fell by 2.75% as the company plans to raise up to $50 billion by 2026 to expand its cloud infrastructure [3] - Google's stock increased by 1.86%, with its Waymo division nearing a $16 billion funding round [3] Semiconductor Industry - Storage chip manufacturers benefited from increased demand in the AI sector, with SanDisk's stock soaring by 15.4%, Micron Technology up by 5.5%, and Advanced Micro Devices rising by 4% [3] Financial Sector - The financial sector showed strength, with Wells Fargo, Goldman Sachs, and Bank of America all rising over 1%, while Citigroup and JPMorgan Chase increased by more than 0.5% [4] Economic Indicators - The ISM manufacturing index for January rose to 52.6, marking the highest level since August 2022, indicating expansion in factory activity [7] - The US Treasury yields increased, with the 2-year yield rising by 4.7 basis points to 3.567% and the 10-year yield up by 3.6 basis points to 4.276% [6] Energy Sector - The S&P 500 energy sector index fell over 1% due to declining oil prices, with WTI crude oil dropping by 4.71% to $62.14 per barrel and Brent crude down by 4.36% to $66.30 per barrel [8] - Airline stocks performed well as lower energy prices boosted their performance, with major airlines seeing stock increases between 4% and 7% [8]