美股三大股指全线跳水,芯片股大涨,中概股多数下跌,阿里跌超4%,贵金属集体下挫,伦锡暴跌8%
21世纪经济报道·2026-01-16 15:30

Market Overview - The U.S. stock market opened higher on January 16, with the Dow Jones up 0.11%, Nasdaq up 0.47%, and S&P 500 up 0.22%, but all indices turned negative by the time of reporting [1] - The aerospace and defense sectors led gains, with semiconductor stocks experiencing significant increases, particularly Micron Technology, which rose over 8% following a purchase of 23,200 shares by a board member for approximately $7.8 million [3] - The Chinese concept stocks index fell over 1.42%, with notable declines in companies like Su Xuan Tang Pharmaceutical down over 14% and others like Zhihu and Alibaba down over 4% [3] Commodity Market - Precious metals saw a collective decline, with spot gold falling below $4,590 per ounce, down 0.58%, and silver dropping to $89 per ounce, down 3.28% [4] - Copper prices dropped over 2% due to Nvidia's significant downward revision of copper demand in data centers, which may lead to lowered future demand expectations [4] Chip Sector Insights - Citigroup analysts predict that storage chip prices will experience "out-of-control" increases by 2026, raising the average price forecast for DRAM from 53% to 88% and NAND from 44% to 74% [6] - The ongoing AI investment trend is expected to continue throughout the year, with potential winners and losers emerging as companies navigate this new technology [6]