美国芯片巨头狂泻8%，中国资产、金银集体拉升，比特币涨破92000美元

Market Overview - The U.S. stock market opened with mixed results, with the Dow Jones Industrial Average up 0.2% reaching a historical high, while the Nasdaq and S&P 500 opened lower by 0.21% and 0.04% respectively [1] Technology Sector - Major U.S. tech companies showed varied performance: Tesla rose over 2%, Nvidia increased by 0.7%, and Apple was up 0.1%, while Google, Amazon, Facebook, and Microsoft all saw declines of less than 1% [2] - Nvidia is set to hold a closed-door summit next week to address the growing power shortage issues in the AI era, as Goldman Sachs highlighted that the power consumption of AI server clusters is outpacing the expansion of the power grid, potentially becoming a significant bottleneck for the AI era [2] - Broadcom's stock plummeted over 8% after the company failed to meet high investor expectations regarding its AI market sales outlook, with projections indicating a decline in gross profit margins due to AI products in the first fiscal quarter of 2026 [2][3] Cryptocurrency Market - Bitcoin's market capitalization reached $590.3 billion, with a 1.0% increase, while Ethereum rose by 1.9% to $3,219 [5] Commodity Market - Gold and silver prices surged, with spot gold touching $4,350, marking a 1.66% increase, and silver reaching a new high of $64.5 [4] - A Goldman Sachs report predicts that gold prices could reach $4,900 by the end of 2026, with potential for even higher prices [4]