Market Overview - Global markets experienced a dramatic shift with a violent rebound in gold and silver prices, while all three major U.S. stock indices closed lower due to geopolitical tensions and a sell-off in tech stocks [1][9] - The Dow Jones Industrial Average fell by 0.34% to 49,240.99 points, the S&P 500 dropped by 0.84% to 6,917.81 points, and the Nasdaq Composite decreased by 1.43% to 23,255.19 points, nearly erasing all gains made since the beginning of the year [2] Technology Sector Performance - Major tech stocks showed significant weakness, with Microsoft and Nvidia down nearly 3%, Meta down over 2%, and Amazon and Google each declining by more than 1% [2] - The Nasdaq China Golden Dragon Index fell by 0.94%, with Alibaba and Baidu dropping over 2%, while Xpeng Motors rose over 4% and Li Auto increased nearly 3%, indicating relative resilience in the electric vehicle sector [4] Precious Metals Market - The precious metals market saw a remarkable rebound, with international spot gold rising over 6% to $4,946.17 per ounce, and spot silver increasing nearly 8% to $85.415 per ounce [8] - COMEX gold futures surged by 6.83% to $4,970.50 per ounce, while COMEX silver futures rose by 10.27% to $84.92 per ounce [8] Geopolitical Tensions - Geopolitical tensions contributed to market volatility, with reports of significant missile attacks on Ukrainian energy facilities by Russia, prompting adjustments in Ukraine's negotiation strategies [9] - Additionally, military tensions between the U.S. and Iran were highlighted, with incidents occurring in the Arabian Sea and the Strait of Hormuz [9] U.S. Government and Economic Outlook - Amid market pressures, U.S. Treasury bonds attracted safe-haven buying, with the two-year Treasury yield falling by 0.2 basis points to 3.568% and the ten-year yield decreasing by 1 basis point to 4.268% [10] - Expectations for the Federal Reserve's interest rate cuts have been pushed to June, contingent on employment data, which has been delayed due to a recent government shutdown [10]
美股三大指数全线收跌,科技巨头表现疲软,"AI抢饭碗"引发软件股抛售潮,沃尔玛市值首破万亿美元
Jin Rong Jie·2026-02-04 00:30