午盘：美股震荡走高 道指上涨230点

Market Overview - The Dow Jones Industrial Average rose by 230.75 points, an increase of 0.47%, closing at 49,682.73 points; the Nasdaq gained 85.93 points, up 0.38%, at 22,683.08 points; and the S&P 500 increased by 38.10 points, a rise of 0.56%, ending at 6,870.86 points [3][10] - The market is weighing the impact of artificial intelligence on various sectors, including logistics, real estate, and software [1][8] Company Performance - Applied Materials saw its stock price surge by 8.8% due to strong earnings and an encouraging outlook [3][10] - Airbnb's stock rose by 54.3%, reflecting investor optimism regarding the company's guidance [3][10] - Pinterest's stock plummeted by 17.8% after reporting fourth-quarter results that fell short of expectations and providing a weak outlook [3][10] Sector Analysis - Concerns about the disruptive effects of artificial intelligence have spread across multiple sectors, particularly real estate, trucking, and software, leading to a nearly 1.6% drop in the S&P 500 and approximately 2% decline in the Nasdaq on the previous day [3][10] - The "Tech Seven" giants all experienced declines, with Cisco Systems dropping 12% due to disappointing guidance, and Apple falling 5%, marking its largest single-day drop since April 2025 [3][10] Analyst Insights - Brian Levitt, a strategist at Invesco, noted that while there is a frenzy around AI, the market is becoming more discerning in identifying winners and losers, suggesting that the overall market remains robust despite some significant declines [3][10] - UBS strategists indicated that the full impact of AI on various industries and stocks is still to be observed, but they believe it validates the monetization potential of AI, making it a key component of investment portfolios [3][10] Software Sector Commentary - Dan Ives, a global technology research head at Wedbush Securities, stated that while some software stocks may suffer due to the rise of AI, not all should be dismissed, highlighting Salesforce and ServiceNow as potential core players in the AI revolution [4][11] - Ives criticized Wall Street for misjudging the widespread effects of AI across the tech sector, suggesting a significant disconnect in how the industry is perceived [5][11] Economic Data - The U.S. Consumer Price Index (CPI) for January rose by 2.4% year-over-year, a decrease of 0.3 percentage points from the previous month, marking the lowest inflation rate since April 2025 [6][13] - Core CPI, excluding food and energy, increased by 2.5%, aligning with economists' expectations [6][13] - The overall CPI rose by 0.2% month-over-month, while core CPI increased by 0.3%, both below market expectations [6][13]