美股跳水，存储概念逆势走强，闪迪涨超9%，热门中概股普跌，特朗普发声

Market Overview - US stock indices opened higher due to positive non-farm payroll data but later turned negative, with the Nasdaq China Golden Dragon Index dropping over 1% [1] - Major tech stocks showed mixed performance, with Nvidia and Apple rising over 1%, while Google and Microsoft fell more than 1% [2] Technology Sector - Intel's stock opened up 5% after the debut of its AI memory technology, Z-Angle Memory (ZAM), developed in collaboration with SoftBank [2] - Micron Technology's stock surged over 6% after Morgan Stanley raised its target price from $350 to $450 [2] - Software stocks exhibited varied performance, with Cloudflare rising over 10% post-earnings, while Unity plummeted over 30% [3] - UBS downgraded US IT stocks due to ongoing uncertainties in the software sector, while JPMorgan suggested that AI will not broadly replace software applications, recommending investors to buy on dips [3] Chinese Concept Stocks - The Nasdaq China Golden Dragon Index fell over 1%, with significant declines in renewable energy stocks like Canadian Solar and JinkoSolar, both down over 6% [3] - Notable declines were also seen in companies like Zhihu, Alibaba, Baidu, and NetEase, each dropping over 2%, while Kingsoft Cloud and Century Internet saw gains of over 9% and 4%, respectively [3] Commodity Market - Gold prices rose initially but later retreated, with spot gold reaching $5,070 before dropping, while silver prices increased over 4% [3][4] - Bitcoin and Ethereum both experienced declines, with Bitcoin falling to $65,964 and Ethereum to $1,914.97, marking drops of over 4% and 5% respectively [4] Economic Data - The US non-farm payroll report indicated an increase of 130,000 jobs in January, significantly exceeding market expectations and marking the largest increase since April 2025 [4] - The unemployment rate unexpectedly decreased to 4.3%, leading traders to adjust their expectations for the Federal Reserve's interest rate cuts [4][5]