存储板块，集体狂飙

Market Overview - The three major U.S. stock indices closed higher, with the Dow Jones and S&P 500 reaching all-time highs [1] - The Dow rose by 484.90 points (0.99%) to 49,462.08, the Nasdaq increased by 151.35 points (0.65%) to 23,547.17, and the S&P 500 gained 42.77 points (0.62%) to 6,944.82 [4] Semiconductor Sector - The semiconductor sector is experiencing a strong rally due to a severe shortage of storage chips driven by the AI boom, with Micron Technology leading the performance [2] - Ross Mayfield from Baird noted that AI is a disruptive technology, and the strength in chip stocks is expected, alongside a rotation in cyclical sectors [2] - Storage-related stocks saw significant gains, with Micron up over 10%, SanDisk up over 27%, Western Digital up over 16%, and Seagate Technology up 14% [7] Earnings Expectations - Large tech companies are anticipated to have a strong earnings season, with capital expenditure forecasts likely to be revised upward [2] - The S&P 500's current expected price-to-earnings ratio is approximately 22 times, slightly down from 23 times in November but still above the five-year average of 19 times [2] Energy Sector - Energy stocks retreated after a previous day surge, with ExxonMobil down 3.4% and Chevron down 4.5% [2] - Investors are overlooking geopolitical risks following the U.S. capture of Venezuelan President Maduro, betting it may facilitate U.S. access to Venezuelan oil resources [2] Popular Stocks - Performance among large tech stocks was mixed, with Tesla down 4.14%, Apple down 1.83%, Google A down 0.7%, and Nvidia down 0.47%. In contrast, Meta rose 0.28%, Microsoft increased by 1.2%, and Amazon surged 3.38% [5] Healthcare Sector - Moderna's stock surged nearly 11% after Bank of America Global Research raised its target price, contributing to a 1.96% rise in the S&P 500 healthcare index [6] Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.78%, with notable movements including Hesai up over 10% and BOSS Zhipin down over 6% [8]