深夜,大涨!美联储,大消息!
中国基金报·2026-01-07 00:35

Group 1 - The U.S. stock market saw a collective rise, with the Dow Jones and S&P 500 indices reaching historical highs, while semiconductor stocks performed strongly [2][7] - Federal Reserve official Milan stated that the Fed should lower interest rates by more than 100 basis points this year, citing that current core inflation is close to the Fed's target and existing policies are restrictive [4][5] - Tesla's stock dropped over 4%, while other tech giants showed mixed performance, with Amazon and Microsoft seeing gains [6][7] Group 2 - The Philadelphia Semiconductor Index rose by 2.75%, with significant gains in stocks like Microchip Technology and Micron Technology [10][11] - Market expectations indicate that DRAM prices may rise by 60% to 70% in Q1 2026 due to increased demand from AI and data center investments [12] - Gold and silver prices increased, with COMEX gold futures surpassing $4500 per ounce and silver futures breaking $81 per ounce, driven by anticipated interest rate declines and central bank purchases [14][15] Group 3 - The Nasdaq Golden Dragon China Index fell by 0.78%, with major Chinese internet stocks like Alibaba and Xiaomi experiencing declines [18]