历史新高!昨夜,美股全线上涨!
证券时报·2026-01-06 00:23

Market Overview - The US stock market indices collectively rose, with the Dow Jones increasing by 1.23%, reaching a historical high, while the Nasdaq and S&P 500 rose by 0.69% and 0.64% respectively [1][3]. Economic Indicators - The upcoming US non-farm payroll report is a focal point for the market, as it may significantly influence the Federal Reserve's monetary policy path for 2026 [1]. Historical Performance - The S&P 500 index has seen a cumulative increase of 78% over the past three years, with predictions for a 9.2% rise this year, aligning with the average total return rate since the 21st century. However, this is expected to lag behind the previous three years' performances of 24%, 23%, and 16% [6]. Market Trends - Historical data suggests that after two consecutive years of at least 10% gains, the market typically experiences downturns, as seen in 2020 and 2015. If the S&P 500 rises by 10% this year, it would mark the best four-year performance since 1999 [6]. Sector Performance - The energy sector saw widespread gains, with Halliburton and Schlumberger's stocks soaring, as both companies are anticipated to participate in the reconstruction of Venezuela's energy infrastructure. Chevron also rose over 5% as it operates in Venezuela, which has the largest proven oil reserves globally [9]. Technology Sector - Major tech stocks mostly increased, with ASML rising over 5%, and other companies like ON Semiconductor, Tesla, and Amazon also showing gains. Amazon launched a dedicated website for its AI assistant, Alexa, indicating direct competition with OpenAI's ChatGPT [8]. Notable Stocks - Novo Nordisk's stock surged over 5% following the launch of its first oral GLP-1 weight loss drug in the US, which is priced competitively between $149 and $299 per month, addressing affordability issues in the weight loss medication market [9]. Chinese Stocks - The Nasdaq Golden Dragon China Index rose by 0.49%, with notable increases in stocks like Dingdong Maicai and Beike, while NIO and Xiaomi saw declines [10].