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？

Market Overview - The international market experienced fluctuations with rising oil prices due to escalating tensions between the US and Iran, and the US Supreme Court's decision to overturn Trump's tariff policy igniting market interest [2] - US stock markets saw slight gains, with the Dow Jones up 0.25%, Nasdaq up 1.51%, and S&P 500 up 1.07% for the week [2] - European indices performed well, with the UK FTSE 100 up 2.30%, Germany's DAX 30 up 1.39%, and France's CAC 40 up 2.45% [2] Economic Data and Federal Reserve - The latest Federal Reserve meeting minutes indicated a lack of strong willingness to cut interest rates, with some officials suggesting further rate hikes if inflation remains high [3] - The Personal Consumption Expenditures (PCE) inflation index unexpectedly accelerated in December, with a month-on-month increase of 0.4% [7] - The US economy is projected to slow down, with a seasonally adjusted annual growth rate of only 1.4% for Q4 2025 [3] Commodity Market - Geopolitical factors have driven oil prices higher, with WTI crude oil up 5.57% to $66.39 per barrel and Brent crude oil up 5.92% to $71.76 per barrel [5] - Gold and silver prices also increased, with COMEX gold futures up 0.74% to $5059.30 per ounce and silver futures up 5.69% to $82.283 per ounce [6] 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 [4] - Alibaba, a Chinese concept stock, is also set to release its earnings report [4] Upcoming Economic Indicators - Key economic data releases include the Producer Price Index (PPI) on January 27, which is expected to rise by 0.3% month-on-month, and consumer confidence indices from various countries [3][7] - The upcoming week will see multiple economic indicators from Germany, France, and the Eurozone, including inflation data and consumer confidence surveys [9]