美股V型反弹，英伟达涨近3%，布油大涨7%，油气、国防股走强，白银深夜跳水4%

Market Performance - European stock markets mostly declined, with Germany's DAX and France's CAC40 indices dropping over 2% [1] - The US stock indices showed mixed results, with the Dow Jones down 0.15%, the S&P 500 up 0.04%, and the Nasdaq up 0.36% [1] Technology Sector - Major US tech stocks mostly rose, with the US Tech Giants Index increasing by 0.56%. Microsoft rose over 1%, while Apple, Tesla, Netflix, and Meta saw slight increases. Google fell over 1%, and Intel and Amazon experienced minor declines [3] Semiconductor and Energy Stocks - Nvidia rose approximately 3% after investing $2 billion each in Lumentum and Coherent, which saw their stocks rise over 11% and 15% respectively. The Philadelphia Semiconductor Index increased by 0.48% [4] - Oil and gas stocks generally rose, with ConocoPhillips up over 4%, EOG Resources up over 3%, and Occidental Petroleum up over 2% [4] Aerospace and Defense - Aerospace and defense stocks surged, with RCAT up over 17%, KRMN up over 5%, Kratos Defense up over 5%, Raytheon Technologies up over 4%, and Lockheed Martin up over 3% [4] Cryptocurrency Sector - Cryptocurrency-related stocks saw significant gains, with Figure up over 17%, Circle up over 15%, and Strategy up over 6% [5] Chinese Stocks - Chinese stocks mostly declined, with the Nasdaq Golden Dragon China Index down 1.08%. Notable declines included Kingsoft Cloud down nearly 5% and Vipshop down over 3%. However, JinkoSolar rose over 2% and Hesai Technology rose nearly 2% [5] Automotive Sector - Zeekr saw a significant increase of over 7% in February vehicle deliveries, totaling 23,867 units, marking a 70% year-on-year growth. NIO delivered 20,797 vehicles, a 57.6% increase year-on-year, while Li Auto delivered 26,421 vehicles in February 2026 [5] Precious Metals - As of March 2, spot gold rose by 0.99% to $5,330.29 per ounce, while COMEX gold futures increased by 1.87% to $5,346 per ounce. Conversely, spot silver fell by 4.54% to $89.491 per ounce [5] Oil Prices - WTI crude oil futures for April rose by 6.71% to $71.52 per barrel, while Brent crude oil futures increased by 7.59% to $78.40 per barrel [7][8] Geopolitical Events - Reports indicated that the Iranian Revolutionary Guard has closed the Strait of Hormuz, threatening to attack vessels attempting to pass through. US President Trump stated that military actions against Iran could last 4 to 5 weeks, with preparations for a longer duration [8] Trade and Economic Policy - A US appeals court has returned several lawsuits regarding tariffs to the International Trade Court, which may expedite the refund process for importers. This development could impact the Federal Reserve's interest rate decisions amid rising geopolitical tensions [9]