本周外盘看点丨特朗普将发表国情咨文，英伟达财报与美伊局势如何搅动市场？

Group 1: Market Overview - The U.S. stock market experienced slight gains, with the Dow Jones up 0.25%, Nasdaq up 1.51%, and S&P 500 up 1.07% for the week [1] - European indices also performed well, with the FTSE 100 up 2.30%, DAX 30 up 1.39%, and CAC 40 up 2.45% [1] - Oil prices surged due to geopolitical tensions, with WTI crude oil rising 5.57% to $66.39 per barrel and Brent crude oil up 5.92% to $71.76 per barrel [4] Group 2: Economic Data and Federal Reserve - The latest Federal Reserve meeting minutes indicated a reluctance to cut interest rates, with some officials suggesting further rate hikes if inflation remains high [2] - The PCE inflation indicator unexpectedly accelerated in December, while January's employment growth was strong [2] - The U.S. economy is projected to slow down, with a seasonally adjusted annual growth rate of only 1.4% for Q4 2025 [2] Group 3: Corporate Earnings - Nvidia is expected to be a major focus as earnings season approaches, alongside other companies like Home Depot, Lowe's, and Berkshire Hathaway [3] - Alibaba, a Chinese company, is also set to release its earnings report [3] Group 4: Geopolitical Factors - Tensions between the U.S. and Iran have led to increased oil prices, with concerns over supply risks in the Middle East [4][5] - The potential for limited military action by the U.S. against Iran has been discussed, which could impact market stability [5][6] Group 5: European Economic Outlook - The upcoming economic data from Germany and France will be closely watched, including the IFO business climate index and consumer confidence surveys [7][8] - The likelihood of a rate cut by the Bank of England has increased, with the market pricing in a 78% probability for a cut next month [8]