中国基金报·2026-01-03 00:10Market Performance - On January 2, 2026, the US stock market opened higher but closed mixed, with the Dow Jones Industrial Average rising by 0.66% to 48,382.39 points, the S&P 500 increasing by 0.19% to 6,858.47 points, while the Nasdaq Composite fell by 0.03% to 23,235.63 points [1][2]. Technology Sector - The Nasdaq Composite index was dragged down by some major tech stocks, with Tesla dropping by 2.59%, Microsoft by 2.21%, Amazon by 1.88%, Meta by 1.41%, and Netflix by 2.97% [2]. - The semiconductor sector saw a significant increase, with the Philadelphia Semiconductor Index rising by 4%. Notable individual stock performances included Micron Technology up over 10%, TSMC up 5.19%, Intel up 6.72%, and AMD up 4.35% [6]. Chinese Stocks - Chinese stocks experienced a strong performance on the first trading day of 2026, with the Nasdaq Golden Dragon China Index rising by 4.38%. Key individual stock movements included Alibaba up 6.24%, NetEase up 7.22%, Baidu up 14.97%, and JD.com up 2.89% [11][13]. Semiconductor News - TSMC received an annual license from the US government to export chip manufacturing equipment to its Nanjing plant in 2026. Additionally, Nvidia and AMD plan to significantly raise GPU prices starting from the beginning of the year due to soaring memory prices [9]. Economic Indicators - The final value of the US Manufacturing PMI for December 2025 was reported at 51.8, unchanged from expectations and the previous value, but down from 52.2 in November. This indicates that while manufacturers continued to increase production, the outlook for early 2026 appears less optimistic [16].