Market Overview - The U.S. stock market showed mixed results, with the S&P 500 and Nasdaq indices rising due to gains in technology and semiconductor stocks, while the Dow Jones index fell, primarily impacted by a significant drop in UnitedHealth Group's stock, which fell over 19% [4][5]. - The S&P 500 index increased by 0.41% to 6978.60 points, and the Nasdaq composite rose by 0.91% to 23817.10 points, while the Dow Jones index decreased by 0.83% to 49003.41 points [4][7]. Currency and Trade Policy - The U.S. dollar index has been on a downward trend, with a decrease of 2.46% year-to-date. President Trump indicated that he is not concerned about the dollar's depreciation [5][7]. - The U.S. trade policy remains uncertain, maintaining a 50% tariff on Indian goods and threatening to raise tariffs on certain South Korean products to 25% [5]. Semiconductor Sector - The Philadelphia Semiconductor Index reached a new high, increasing by 2.40%. Notable stocks include Micron Technology, which rose over 5%, and other companies like KLA, ASML, and TSMC also saw gains [8][9]. - Micron Technology announced a $24 billion investment plan to build a new memory chip manufacturing facility in Singapore, aimed at increasing production amid a global shortage [9]. Technology Giants - Among the "Big Seven" tech companies, only Tesla saw a decline of 0.99%, while Amazon and Microsoft both rose over 2%, and other companies like Apple, Nvidia, Google, and Facebook also experienced gains [12][13]. - Google announced a price adjustment for data transmission services in North America, set to double by May 2026, and launched its AI service package, AI Plus, in the U.S. at a subscription fee of $7.99 per month [14]. Commodity Prices - Gold prices continue to rise, with COMEX gold futures reaching $5160 per ounce [16]. - International oil prices have also increased, with NYMEX WTI crude oil futures closing above $60 per barrel, influenced by geopolitical tensions, particularly between the U.S. and Iran [18].
跌超19%,拖累道指!黄金、原油齐涨!
中国基金报·2026-01-28 00:33