Nvidia(US:NVDA) Jin Rong Jie·2026-02-07 00:25Group 1: Market Overview - The Dow Jones Industrial Average reached a historic milestone by closing above 50,000 points for the first time, ending at 50,115.67 points, a 2.47% increase, marking a new era for the U.S. stock market [1] - All three major U.S. stock indices rose, with the Nasdaq up 2.18% and the S&P 500 gaining 1.97%, achieving their best performance in recent times [3] - The Philadelphia Semiconductor Index surged by 5.7%, driven by strong performances from key companies like NVIDIA, which saw a 7.87% increase, adding approximately $325 billion to its market capitalization [3] Group 2: Technology Sector Performance - The technology sector emerged as the core driver of the recent market rally, with significant gains in semiconductor stocks reflecting optimism about AI hardware demand [4][5] - Other tech giants showed mixed results; Tesla rose by 3.5%, while Amazon fell by 5.6% following the announcement of a $200 billion capital expenditure plan [4][6] - Despite some concerns regarding AI investments, the overall sentiment in the tech sector remains positive, with analysts emphasizing the sustainability of AI-related expenditures [3][6] Group 3: Global Market Reactions - Chinese assets performed notably well, with the Nasdaq Golden Dragon China Index rising by 3.71%, indicating renewed investor confidence in Chinese tech companies [6] - The demand for safe-haven assets surged, with gold prices increasing nearly 4% and silver prices rising by 9.7%, driven by shifts in Federal Reserve policy and market preferences [7] - The cryptocurrency market also experienced a strong rebound, with Bitcoin surpassing $70,000 and other cryptocurrencies like Ethereum and Dogecoin rising over 10% [8]