中国基金报·2026-01-08 01:29Market Overview - The U.S. stock market showed mixed performance with the Dow Jones and S&P 500 indices declining, while the Nasdaq rose slightly. The Dow fell by 0.94% to 48,996.08 points, and the S&P 500 dropped by 0.34% to 6,920.93 points, whereas the Nasdaq increased by 0.16% to 23,584.27 points [2]. Economic Data - The ADP employment report for December 2025 indicated an increase of 41,000 jobs, which was below the expected increase of 47,000 jobs. The previous value was revised from a decrease of 32,000 jobs to a decrease of 29,000 jobs. The ISM Non-Manufacturing PMI for December 2025 was reported at 54.4, exceeding the expected 52.3 and the previous value of 52.6. This data suggests a resilient service sector, a weak manufacturing sector, and moderate employment recovery with insufficient momentum [2]. Company Highlights - Alphabet, Google's parent company, reached a market capitalization of $388.92 billion, surpassing Apple, which had a market cap of $384.70 billion, marking the first time in seven years that Google has outpaced Apple [4][5]. - Intel experienced a significant intraday increase of over 10%, closing up 6.47% at $42.63 per share, with a total market capitalization of $203.3 billion [8][9]. - Intel's CEO emphasized the company's commitment to delivering its first 18A process products by 2025, indicating a strategic turning point for the industry and Intel in 2026, suggesting a new phase in technology iteration and market dynamics [10]. - At CES, Intel officially launched a series of AI PC chips based on the 18A process technology, which is seen as a critical milestone for the company's manufacturing revival and technological leadership. This new generation of chips features groundbreaking transistor architecture and power design, marking Intel's first large-scale production of the 18A process and aiming to reclaim market share from AMD [11].