美股科技股拉升，特斯拉涨超4%，英特尔盘后跌近10%，中概股普涨，阿里涨超5%，金银铂创历史新高

Core Viewpoint - The US stock market indices experienced a collective rise, driven by strong macroeconomic data and reduced geopolitical concerns, leading to increased risk appetite among investors [1]. Group 1: US Stock Market Performance - On January 23, the Dow Jones increased by 0.63% to 49,384.01, the Nasdaq rose by 0.91% to 23,436.02, and the S&P 500 gained 0.55% to 6,913.35 [2]. - Major technology stocks saw significant gains, with the "Big Seven" tech index rising by 1.47%. Notable individual stock performances included Microsoft and Amazon both rising over 1%, Meta increasing by 5.7%, Oracle by over 2%, and Tesla by over 4% [2]. Group 2: Intel's Financial Performance - Intel's stock fell nearly 10% after reporting Q4 revenue of $13.67 billion, a 4.1% year-over-year decline, which was slightly above market expectations of $13.43 billion. The adjusted EPS for Q4 was $0.15, compared to $0.13 in the previous year, exceeding the forecast of $0.09 [3]. - For Q1, Intel projected an adjusted EPS of $0.00, below the market expectation of $0.08, and revenue guidance of $11.7 billion to $12.7 billion, compared to the market estimate of $12.56 billion [3]. Group 3: Commodities Market - The Nasdaq China Golden Dragon Index rose by 1.59%, with many popular Chinese concept stocks increasing, including Alibaba and XPeng both up over 5% [4]. - Gold prices surged by 2.22% to a record high of $4,939.41 per ounce, while silver rose by 3.55% to $96.36 per ounce, also reaching a historical peak [4]. - The geopolitical risk premium has decreased, contributing to a drop in oil prices, with WTI crude falling below $60 [4]. Group 4: US Economic Data - On January 22, several macroeconomic data points were released, showing a Q3 2025 annualized GDP growth rate of 4.4%, slightly above the expected 4.3% [5]. - The core PCE index for Q3 2025 was reported at an annualized increase of 2.9%, matching expectations, while the overall PCE index rose by 2.8%, below the anticipated 3.5% [5]. - The probability of a 25 basis point rate cut by the Federal Reserve in January is at 5%, with a 95% chance of maintaining current rates [5].