第一财经·2025-10-13 23:49Core Viewpoint - The article discusses the positive market reaction following President Trump's easing of trade tensions, which led to significant gains in major stock indices and specific technology stocks, particularly in the semiconductor sector due to a partnership between Broadcom and OpenAI [3][5]. Market Performance - The Dow Jones Industrial Average rose by 587.98 points, or 1.29%, closing at 46,067.58 points. The Nasdaq Composite increased by 2.21% to 22,694.61 points, while the S&P 500 gained 1.56%, ending at 6,654.72 points [3]. - Broadcom's stock surged by 9.9% after announcing a collaboration with OpenAI to produce its first self-developed AI chip, contributing to a nearly 5% rise in the Philadelphia Semiconductor Index [3]. Technology Sector Highlights - Major technology stocks saw significant increases: Tesla up 5.4%, Google up 3.0%, Amazon up 1.7%, Meta up 1.5%, and Apple up 1.0%. Oracle also rose by 5.1% as several brokerages raised its target stock price [3]. - The Nasdaq China Golden Dragon Index increased by 3.2%, with Alibaba and JD.com both rising over 4%, Baidu up 3.3%, Pinduoduo up 2.6%, and NetEase up 1.7% [3]. Trade Tensions and Market Sentiment - Recent trade tensions had caused the S&P 500 and Nasdaq to experience their largest weekly declines in nearly six months. However, Trump's recent comments have alleviated some investor concerns [4][5]. - Analysts suggest that the market's reaction indicates a shift in sentiment, with expectations of a potential agreement between the U.S. and China becoming more favorable [5]. Upcoming Earnings Season - The focus is shifting to the upcoming earnings season, with major banks like JPMorgan, Goldman Sachs, Citigroup, and Wells Fargo set to report quarterly results. This earnings season is seen as a critical indicator of market trends and economic conditions [5][6]. Economic Indicators - Analysts expect a year-over-year earnings growth of 8.8% for S&P 500 companies in the third quarter [6]. - Federal Reserve officials are discussing the need for further interest rate cuts due to rising risks in the job market and the impact of trade tariffs on inflation [6]. Commodity Market - International oil prices saw slight increases, with WTI crude oil rising by 1.00% to $59.49 per barrel and Brent crude oil up by 0.94% to $63.32 per barrel [7]. - Gold prices reached a new historical high, with COMEX gold futures for October delivery rising by 3.34% to $4,108.60 per ounce [7].