数据“遇冷”，集体收跌！英伟达，大消息！

Core Viewpoint - The latest CPI data from the US has been released, leading to a decline in the three major US stock indices, while semiconductor stocks experienced a rebound, particularly Intel, which rose over 7% [2][3]. Group 1: US Stock Market Performance - On January 13, 2025, the three major US stock indices closed lower: the Dow Jones Industrial Average fell by 398.21 points (0.80%) to 49,191.99, the Nasdaq dropped by 24.03 points (0.10%) to 23,709.87, and the S&P 500 decreased by 13.53 points (0.19%) to 6,963.74 [4][5]. - The US Labor Department reported that the Consumer Price Index (CPI) increased by 2.7% year-on-year in December 2025, with a core CPI (excluding food and energy) rising by 2.6% [4]. Group 2: Semiconductor Sector - The semiconductor sector saw a rebound, with Intel rising by 7.33%, AMD increasing by 6.39%, ASTERA LABS up by 4.63%, and Rambus (蓝博士半导体) gaining 2.78% [7][9]. - Major tech companies had mixed performances: Google (Alphabet) rose by 1.11%, Nvidia by 0.47%, and Apple by 0.31%, while Tesla, Microsoft, Amazon, and Facebook experienced declines [7][10]. - The US has approved the export of Nvidia's H200 chips to China, with the approval process managed by the US Department of Commerce [7]. Group 3: Banking Sector - JPMorgan Chase reported its Q4 2025 earnings, exceeding expectations with adjusted revenue of $46.77 billion and a net profit of $13 billion, translating to an earnings per share of $4.63. The full-year net profit for 2025 was $57 billion [12]. - Despite strong earnings, JPMorgan's stock fell over 4%, reflecting broader declines in the banking sector [12]. Group 4: Oil Market - NYMEX WTI crude oil futures surged, reaching a peak of approximately $61.5 per barrel. The EIA's short-term energy outlook indicated that global oil production is expected to exceed demand, leading to rising inventories [14]. - The forecast for 2026 suggests a decline in oil prices, with Brent crude expected to average $56 per barrel, a 19% decrease from 2025, and further dropping to $54 per barrel in 2027 [14][15].