今夜，暴涨

Market Overview - The U.S. stock market experienced a significant rebound on October 13, with the Dow Jones rising over 600 points, the Nasdaq increasing by 2%, and the S&P 500 gaining approximately 1.5% [2] - The market recovery was influenced by a deal between OpenAI and Broadcom, which added momentum to the AI sector [2][12] Trade Tensions - Following a period of decline due to trade tensions initiated by Trump's tariff threats, the market showed signs of recovery as key U.S. officials, including Trump and Vice President Vance, signaled a willingness to negotiate with China [3][4] - Analysts suggest that the renewed tensions are likely strategic posturing by both sides ahead of negotiations, with the potential for a more favorable agreement in the future [5] Earnings Season - Traders are preparing for the upcoming earnings season, with major banks like JPMorgan Chase, Goldman Sachs, Citigroup, and Wells Fargo set to report their results [6] - This earnings season is critical for assessing the overall health of the bull market, particularly in the tech sector, where concerns about the sustainability of AI spending and the impact of high tariffs on operations are prevalent [6] Chinese Stocks - Chinese assets saw a broad increase, with the Nasdaq China Golden Dragon Index rising over 3% and Alibaba's stock climbing more than 5% [7] Semiconductor Sector - The Philadelphia Semiconductor Index surged nearly 5%, reflecting strong performance in the tech sector [16] - Broadcom's stock rose approximately 10% following its partnership with OpenAI to develop custom AI accelerators [12][17]