三大指数涨跌不一 芯片股普跌 英伟达(NVDA.O)绩后跌近5.5%

Market Performance - The three major U.S. indices showed mixed results, with the Dow Jones increasing by 17.05 points (0.03%) to close at 49,499.20, while the Nasdaq fell by 273.69 points (1.18%) to 22,878.38, and the S&P 500 dropped by 37.26 points (0.54%) to 6,908.87 [1] - Nvidia's stock fell nearly 5.5% post-earnings, marking its worst single-day performance since April of the previous year, impacting the semiconductor sector [1] - The Nasdaq Golden Dragon China Index declined by 1.78%, with Alibaba down 2.7% [1] European Market - The German DAX30 index rose by 100.09 points (0.40%) to 25,271.17, while the UK FTSE 100 increased by 41.04 points (0.38%) to 10,847.45 [1] - The French CAC40 index gained 61.86 points (0.72%) to close at 8,620.93, whereas the European Stoxx 50 index fell by 15.57 points (0.25%) to 6,157.75 [1] Asian Market - The Nikkei 225 index increased by 0.29%, and the KOSPI index surged by 3.67%, breaking the 6,000-point mark for the first time in the session [2] - The KOSPI index has cumulatively risen by 45% from 2026 to the present, continuing its strong performance globally [2] Cryptocurrency - Bitcoin experienced a slight decline of 0.85%, trading at $67,408.71, while Ethereum fell over 1.3% to $2,029.69 [3] Oil Market - WTI crude oil saw a minor drop of 0.3%, closing above $65 per barrel, while Brent crude oil settled below $71 per barrel [4] Metal Market - Spot gold rose by 0.31% to $5,185.1, and spot silver was reported at $88.286 [5] Macro News - Initial jobless claims in the U.S. rose slightly by 4,000 to 212,000, which is below expectations, indicating a stable labor market [6] - The number of continuing claims decreased to 1.83 million, suggesting a low level of layoffs [6] Mortgage Rates - The average rate for a 30-year fixed mortgage in the U.S. fell below 6% for the first time since 2022, now at 5.98%, potentially stimulating the spring housing market [7] Company News - Goldman Sachs noted that despite Nvidia's strong earnings report with a 73% year-over-year revenue growth, the stock still fell by 4.5%, reflecting profit-taking and concerns over the sustainability of AI capital expenditures [7] - Google launched its latest image model, Nano Banana2, aimed at generating higher quality visual content more quickly, now available to all users [8] - Block is planning to lay off nearly half of its workforce, approximately 4,000 employees, as it bets on AI to enhance productivity [9] - Netflix's CEO met with White House officials regarding the company's bid to acquire part of Warner Bros, amid competitive offers [9] - Morgan Stanley raised Nvidia's target price from $250 to $260, maintaining an "overweight" rating [9]