Market Overview - The U.S. stock market showed mixed results with the Dow Jones index falling by 0.58% to 49,098.71 points, while the S&P 500 index rose by 0.03% to 6,915.61 points, and the Nasdaq index increased by 0.28% to 23,501.24 points [1] - For the week, the Dow Jones index declined by 0.58%, the S&P 500 index fell by 0.35%, and the Nasdaq index decreased by 0.06% [2] Geopolitical and Economic Factors - The U.S. House of Representatives passed a funding bill for fiscal year 2026, which was signed by President Trump, reducing the risk of a government shutdown at the end of January. However, a vote on a temporary spending bill in the Senate was delayed due to a snowstorm, keeping the risk of a shutdown alive [2] - The Trump administration announced a 25% tariff on all countries trading with Iran, coinciding with military movements towards Iran, escalating geopolitical tensions and potentially increasing market risk aversion [2] Economic Indicators - The one-year inflation expectations in the U.S. for January were lower than expected, and the manufacturing PMI preliminary reading was slightly below expectations, while the services PMI preliminary reading was flat, indicating a divergence in economic recovery momentum that may pressure market sentiment [3] Company-Specific News - Intel, a major chip manufacturer, saw its stock plummet by 17% to $45.085, with a total market capitalization of $22.52 billion, following a weak earnings guidance for the first quarter [4][5] - Intel's CEO, Pat Gelsinger, stated that the company is unable to meet the full market demand for its products and that production yields did not meet expected targets [7] - Citigroup lowered Intel's target stock price from $50 to $48 [8] Precious Metals Market - Precious metals continued to surge, with gold, silver, and platinum reaching historical highs amid rising geopolitical tensions and a weak dollar. Gold prices exceeded $4,990, marking an over 8% increase for the week, while silver and platinum rose over 14% and nearly 19%, respectively [9][10] - As of the latest report, COMEX gold was up 1.42% at $4,983.1 per ounce, COMEX silver rose 7.15% to $103.26 per ounce, and spot platinum increased by 2.7% to $2,704.3 per ounce [10]
史诗级大涨!
中国基金报·2026-01-24 00:14