美股半导体全线下挫，英特尔大跌5%，原油飙涨5%，特朗普称伊朗将承受更大打击

Market Overview - The Middle East situation has led to a decline in European and US stock markets, with the German DAX and French CAC40 indices dropping over 3%, and the UK FTSE 100 index falling more than 2% [1] - Major US tech stocks mostly fell, with Tesla down over 2% and Nvidia down more than 1%, while Microsoft rose over 1% [3] Semiconductor Sector - The semiconductor industry faced significant declines, with the Philadelphia Semiconductor Index dropping over 4.5%. Notable declines included SanDisk down nearly 9%, Micron Technology down nearly 8%, and Intel down over 5% [4] - The Semiconductor ETF fell by 3.77%, indicating a broader weakness in the sector [4] Commodity Market - International precious metals experienced sharp declines, with spot gold dropping $233 (over 4%) to nearly $5000 per ounce, and silver plunging over 8% [4] - Conversely, international oil prices surged, with WTI crude oil rising 5% to nearly $75 per barrel [4] Economic Outlook - Goldman Sachs indicated that the market is in a phase of "initial volatility followed by attempts to break through" key levels, with oil price impacts being a critical factor for future market direction [5] - The uncertainty surrounding the Iran conflict has complicated the US economic outlook, leading to expectations that the Federal Reserve may delay interest rate cuts until at least September [6]