存储四巨头，集体大涨

Market Overview - The US stock market showed stability as the sell-off in precious metals and cryptocurrencies eased, with the S&P 500 index rising by 0.54% to 6976.44 points, the Nasdaq Composite up by 0.56% to 23592.11 points, and the Dow Jones Industrial Average increasing by 1.05% to 49407.66 points [1] - The S&P 500 index is close to its historical closing high, just 2.16 points away from 6978.60 points and 20 points from its intraday high of 7002.28 points [3] Earnings Reports - Over 100 S&P 500 companies are set to report earnings this week, including major tech firms Amazon and Alphabet [3] - Approximately one-third of S&P 500 companies have reported earnings, with nearly 80% exceeding expectations [3] Commodity Market - Precious metals like gold and silver have stabilized after recent volatility, with gold prices recovering from a low of $4400 per ounce to around $4650, and silver rebounding from $71 to nearly $79 per ounce [3] - Darrell Cronk from Wells Fargo noted that the price movements in commodities are more about clearing positions rather than fundamental changes, indicating a market with vulnerabilities and extreme emotions [3] Stock Performance - Notable stock movements included Nvidia down by 2.89%, Google-A up by 1.68%, Apple up by 4.06%, and Amazon up by 1.53% [4] - The "four giants" in storage technology performed well, with SanDisk up by 15.44%, Micron Technology up by 5.52%, Seagate Technology up by 6.2%, and Western Digital up by 7.99% [5] - The tech sector is attracting funds that have exited precious metals and cryptocurrencies, with strong fundamentals supporting memory stocks [5] Rare Earth Sector - The rare earth sector saw mixed results, with US Zinc up by 7.23%, while other companies like US Rare Earths and Critical Metals experienced fluctuations after initial gains [5] Chinese Stocks - Chinese stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down by 0.65%. Alibaba fell by 0.69%, JD.com rose by 0.18%, and NIO dropped by 3.83% [6]