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Market Overview - The U.S. stock market closed mixed on February 4, with the Dow Jones rising by 0.53% to 49,501.3 points, the S&P 500 falling by 0.51% to 6,882.72 points, and the Nasdaq dropping by 1.51% to 22,904.58 points [4] Technology Sector Performance - Major technology stocks experienced declines, with the Nasdaq 100 index falling by 1.32%. Notable individual stock movements included Tesla down nearly 4%, Facebook and Nvidia down over 3%, Amazon down more than 2%, while Apple rose over 2% and Microsoft increased by 0.72% [6] Semiconductor Industry - The semiconductor sector showed weakness, with the Philadelphia Semiconductor Index declining by 4.36%. AMD saw a significant drop of over 17%, marking its largest single-day decline since May 2017 [7][9] AMD Financial Results - AMD's latest quarterly report indicated a record revenue exceeding $10 billion in Q4, maintaining a year-over-year growth rate of over 30%. However, the guidance for Q1 fell short of expectations, leading to a sharp decline in its stock price [9] AI and Storage Stocks - Following AMD's poor guidance, AI application stocks such as AppLovin and Palantir dropped over 10%. The storage sector also faced declines, with major players like SanDisk down 15.95% and Micron Technology down 9.55% [9] Chinese Stocks - Chinese stocks listed in the U.S. generally fell, with the Nasdaq Golden Dragon China Index down 1.95%. Individual stocks like Kingsoft Cloud and Bilibili saw declines of over 6% [9] Solar Energy Sector - The solar energy sector surged, driven by news of SpaceX's team exploring the Chinese photovoltaic supply chain. Companies like Enphase Energy and SolarEdge saw significant gains of 38.60% and 13.14%, respectively [11] Space Solar Power - The space solar power sector is emerging as a market hotspot, integrating commercial space and renewable energy. Analysts suggest that the sector is on the verge of large-scale deployment, driven by new demands for space-based energy solutions [14] Employment Data - The latest ADP report indicated that U.S. private sector employment increased by only 22,000 jobs in January, significantly below the expected 46,000. This suggests a cooling labor market, particularly in manufacturing and professional services [16]