21世纪经济报道·2026-01-02 15:42Group 1: US Stock Market and Chip Sector - The US stock market indices opened strongly, with the Nasdaq rising over 1.2% as of 23:00 [1] - Notable gains in the chip sector include ASML up 8.75%, Micron Technology up 8.06%, and Intel up 7.68% [2] - The Nasdaq China Golden Dragon Index surged nearly 3.9%, with Baidu's stock increasing over 12% after submitting a listing application [2][3] Group 2: Precious Metals and Commodities - Precious metals experienced a sudden pullback, with gold reaching a peak of $4,400 before settling around $4,336, reflecting a 0.4% increase [3] - Silver initially rose by 4% but later adjusted to a 2% increase [3] - Crude oil futures saw a collective decline, with WTI and ICE Brent both dropping over 1.2% [8] Group 3: Cryptocurrency Market - The cryptocurrency market showed signs of recovery, with Bitcoin surpassing $89,000 and Ethereum, SOL, and XRP all increasing by over 2% [8][9] - Dogecoin experienced a significant rise of over 10% [9] - A total of $235 million in liquidations occurred, with over 78% attributed to short positions [10] Group 4: Future Market Trends - Analysts predict that AI will continue to drive US stock market growth into 2026, shifting from pure computational hype to profit realization [12] - There are concerns about valuation disparities, regulatory risks, and potential underperformance of technology [12] - The trend of capital moving towards Asian markets is expected to persist, with a focus on structural opportunities in China, including hard technology and domestic demand growth [12]