第一财经·2026-01-03 01:29Market Overview - The U.S. stock market showed mixed results on the first trading day of 2026, with the Dow Jones Industrial Average rising by 319.10 points (0.66%) to close at 48,382.39 points, while the Nasdaq Composite fell by 6.36 points (0.03%) to 23,235.63 points. The S&P 500 index increased by 12.97 points (0.19%) to 6,858.47 points, breaking a three-year trend of declines on the first trading day of the year [2][3]. Technology Sector Performance - The technology sector remained a significant driver of market fluctuations, with chip stocks performing strongly. The Philadelphia Semiconductor Index surged by 4%, led by Micron Technology, which rose by 10.52%. Other notable gains included ASML (up 8.78%) and AMD (up 4.35%) [4][5][6]. - Nvidia's CEO Jensen Huang noted a significant increase in computing demand over the past six months, contributing to the tech sector's strong performance in 2025, which saw the S&P 500 index rise over 16% and the Nasdaq index increase by more than 20% [6]. Individual Stock Highlights - Tesla's stock fell by 2.59%, with the company reporting a 9% year-over-year decline in total vehicle deliveries for 2025, totaling 1.64 million units. The fourth-quarter delivery figure of 418,200 units was below analysts' expectations, indicating weak market demand [6][7]. - In the home retail sector, stocks rose following the announcement of a one-year delay in the implementation of a 30% tariff on upholstered furniture by former President Trump. Notable gains included RH (up 8%), Wayfair (up 6.12%), and Williams-Sonoma (up 5.19%) [7]. Chinese Stocks Performance - Chinese stocks performed well, with the Nasdaq Golden Dragon China Index rising by 4.38%. Baidu led the gains, increasing by 15.03% after announcing plans to spin off its AI chip company Kunlun and list it in Hong Kong, which investors believe will enhance the company's value [8][9]. - Other notable Chinese stocks included Tiger Brokers (up 9.21%), Futu Holdings (up 8.68%), and Bilibili (up 7.24%) [9]. Commodity Market Insights - Gold prices continued to show strength, with spot gold rising by 0.20% to $4,327.96 per ounce, supported by geopolitical uncertainties and expectations of a weaker dollar [9]. - International oil prices experienced a slight decline, with WTI crude oil futures falling by 0.2% to $57.32 per barrel and Brent crude oil futures also down by 0.2% to $60.75 per barrel, amid ongoing concerns about oversupply [10].