美股芯片股强势，电力股暴跌

Market Overview - The three major U.S. stock indices closed lower, with the Dow Jones down 83.11 points (0.17%) at 49,359.33, the Nasdaq down 0.06% at 23,515.39, and the S&P 500 down 0.06% at 6,940.01 [3] - For the week, the Dow fell 0.29%, the Nasdaq dropped 0.66%, and the S&P 500 decreased by 0.38% [4] - The upcoming earnings season will see major companies like Netflix, Johnson & Johnson, and Intel reporting their results [4] Sector Performance - Chip stocks showed strong performance, with Broadcom up 2.5%, AMD up 1.7%, and TSMC up 0.2% [6] - Bank stocks stabilized, with JPMorgan up 1.0%, Bank of America up 0.7%, and Citigroup up 0.5%, despite concerns over credit card interest rate caps proposed by Trump [6] - The Nasdaq Golden Dragon China Index fell 1.1%, with notable movements including NetEase up 1.4% and Alibaba down 3.2% [6] Economic Indicators - U.S. industrial production increased by 0.4% month-over-month in December, matching the revised growth from November and exceeding market expectations [8] - The National Association of Home Builders reported a surprising decline in builder confidence for January, dropping 2 points to 37, the first decrease since August [8] - Fed Vice Chair Michelle Bowman indicated that the Fed should be ready to adjust monetary policy if labor market conditions do not show clear improvement [8] Treasury Yields - The 10-year Treasury yield rose by 7.1 basis points to 4.23%, marking the largest increase since November [9] - The 2-year Treasury yield increased by 3.5 basis points to 3.60% [9] - Concerns about the independence of the Federal Reserve were raised, suggesting that political motivations may influence future leadership decisions [9] Commodity Market - International oil prices saw a slight increase, with WTI crude up 0.42% at $59.44 per barrel and Brent crude up 0.58% at $64.13 per barrel [10] - Precious metals experienced a decline, with COMEX gold futures down 0.82% at $4,588.10 per ounce and silver futures down 4.12% at $88.09 per ounce [10]