美股科技股重挫！半导体成“重灾区”，AMD暴跌17.31%，闪迪跌近16%

Market Overview - The U.S. stock market showed a clear divergence, with the Dow Jones Industrial Average rising while the Nasdaq and S&P 500 indices fell due to a sell-off in technology stocks [1][2] - The Dow Jones increased by 260.31 points, or 0.53%, closing at 49,501.30 points, while the Nasdaq dropped by 350.61 points, or 1.51%, to 22,904.58 points, marking its second consecutive decline [2] - The S&P 500 index slightly decreased by 0.51%, closing at 6,882.72 points, despite over 70% of its constituent stocks rising [2] Employment Data Impact - The U.S. ADP employment data for January showed only 22,000 new jobs added, significantly below the expected 45,000, raising concerns about the resilience of the labor market [2] - This weak employment data, combined with fluctuations in AI chip demand, has led to increased valuation pressure on growth stocks, prompting a shift of funds from high-risk sectors to value stocks [2] Technology Sector Performance - The Philadelphia Semiconductor Index plummeted by 4.36%, closing at 7,619.16 points, with Advanced Micro Devices (AMD) leading the decline, falling 17.31%, the largest single-day drop since May 2017 [3][4] - Other semiconductor stocks also suffered, with SanDisk down nearly 16%, Micron Technology down 9.55%, and Western Digital down over 7% [3] - Major tech companies faced pressure, with Nvidia down 3.41%, Tesla down 3.78%, and Meta down 3.28%, although Apple managed a 2.62% increase [5][6] Chinese Tech Stocks - The Nasdaq Golden Dragon China Index fell by 1.95%, closing at 7,461.61 points, with most popular stocks declining, including Kingsoft Cloud and Bilibili [7][8] - However, Chinese new energy and solar stocks surged, with Yipeng Energy skyrocketing nearly 58% and JinkoSolar rising 8.66% [7] Commodity Market - Precious metals saw a rebound, with spot gold rising 0.47% to $4,964.83 per ounce and COMEX gold futures up 1.04% to $4,986.40 per ounce [8] - Silver prices increased significantly, with spot silver up 3.83% to $88.689 per ounce and COMEX silver futures up 5.36% to $87.765 per ounce [8] - International oil prices also rose, with NYMEX WTI crude oil increasing by 3.05% to $65.14 per barrel [8]