Market Overview - On January 23, the three major U.S. stock indices closed mixed, with the Dow Jones down 0.58%, the S&P 500 up 0.03%, and the Nasdaq up 0.28% [1] - The Dow Jones Industrial Average closed at 49,098.71, down 285.30 points [2] - The Nasdaq Composite closed at 23,501.24, up 65.22 points, while the S&P 500 closed at 6,915.61, up 2.26 points [2] Technology Sector Performance - Major technology stocks mostly rose, with the U.S. Technology Seven Index up 1.05% [2] - Notable gains included Microsoft up 3.34%, Amazon up 2.08%, and Facebook up 1.78%, while Tesla remained flat and Apple and Google saw minor declines [2] Semiconductor Sector Performance - The semiconductor sector showed mixed results, with some stocks rising while others fell [2] - Notable gainers included AMD up 2.35% and TSMC up 2.29%, while ASML fell 0.37%, Qualcomm down 1.25%, Broadcom down 1.70%, and ARM down 2.63% [2] Intel's Financial Results - Intel's stock price plummeted 17% to $45.07, ending a three-day streak of gains [3] - The company's Q4 revenue was reported at $13.7 billion, a 4% year-over-year decline, and the forecast for the current quarter is between $11.7 billion and $12.7 billion, significantly below analyst expectations [3][4] Chinese Stocks Performance - Chinese stocks showed mixed results, with the Nasdaq China Golden Dragon Index down 0.26% and the Wande China Technology Leaders Index down 0.19% [4] - Notable gainers among popular Chinese stocks included Tencent Music up 4.74%, New Oriental up 2.18%, and Trip.com up 1.26% [4] Commodity Market Insights - The U.S. dollar index experienced a significant drop of 0.81%, marking the largest single-day decline since August of the previous year [4] - The weakening dollar contributed to a strong performance in the metals market, with spot gold slightly up and spot silver surging over 7% to $103.341 per ounce [6] Oil Market Dynamics - International oil prices surged, with WTI and ICE Brent crude both rising over 3% [10] - Geopolitical tensions are escalating, with reports indicating that the Trump administration is considering a complete blockade on oil imports from Cuba [10]

Core Viewpoint - The U.S. stock market experienced a significant rebound, with major indices rising after President Trump's signals to ease tensions regarding Greenland and tariffs, reversing a previous sell-off triggered by geopolitical risks [1][10]. Group 1: Stock Market Performance - On January 21, U.S. stock indices collectively rose, with the Dow Jones up 1.21%, Nasdaq up 1.18%, and S&P 500 up 1.16%, marking the largest single-day gain since November of the previous year [1]. - Major technology stocks saw gains, with SanDisk rising over 10% and Intel increasing nearly 12%. Other notable performers included Western Digital up over 8%, Micron Technology up over 6%, and Nvidia and Tesla both up nearly 3% [3]. Group 2: Bond and Commodity Markets - The yield on 10-year U.S. Treasury bonds fell by 4.7 basis points, while the 30-year yield decreased by 5 basis points, indicating reduced pressure on long-term U.S. debt [7]. - Gold prices briefly approached a historical high near $4,900 before retreating, ultimately closing up 1.2% around $4,800. In contrast, silver prices fell by 1.3% [7]. Group 3: Oil and Cryptocurrency Markets - International oil prices saw slight increases, with WTI crude oil futures closing at $60.62 per barrel, up 0.43%, and Brent crude oil futures at $65.24 per barrel, up 0.49% [8]. - Major cryptocurrencies experienced upward movement, with Bitcoin rising over 2% to surpass $90,000, and Ethereum also increasing by over 2% [8].

记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 北京时间21日晚，美股三大股指集体高开，截至22时55分，道指涨0.51%，纳指涨0.53%，标普500指数 涨0.6%。 中概股方面，纳斯达克中国金龙指数涨超2%。热门个股多数上涨，哔哩哔哩、百度集团涨超6%，爱奇 艺、金山云、名创优品涨超4%。消息面上，高盛再次发声看好中国资产，据中国基金报，1月20日，高 盛首席中国经济学家闪辉在媒体会上表示，2026年预计中国GDP增速为4.8%，出口保持强劲增长为经 济提供支撑。高盛首席中国股票策略师刘劲津预计MSCI中国指数年底目标点位为100点，沪深300指数 年底目标点位为5200点。2026年，南向资金净流入预计达2000亿美元（约1.4万亿元），再创新高。 | 14191911 | 32.230 | 6.48% | -0.19% | | --- | --- | --- | --- | | BILI.O | | | | | 万国数据 | 40.665 | 5.54% | 0.44% | | GDS.O | | | | | 世纪互联 | 9.990 | 5.38% | 0.05% | | VNET.O | | | | ...

Market Overview - US stock indices opened higher, with the Dow Jones up 0.51%, Nasdaq up 0.53%, and S&P 500 up 0.6% as of 22:55 Beijing time [1] - Chip stocks showed strength, with Intel's stock price rising over 9%, reaching a three-year high, and Bernstein raising its target price from $35 to $36 [3] Technology Sector - Tech stocks generally rose, with Tesla, Google, and Nvidia seeing gains. However, Netflix dropped 5.5% due to disappointing Q1 profit guidance, with EPS guidance falling over 7% below analyst expectations [4] - The Nasdaq China Golden Dragon Index increased by over 2%, with popular stocks like Bilibili and Baidu rising over 6% [4] Economic Outlook - Goldman Sachs expressed optimism about Chinese assets, predicting a GDP growth rate of 4.8% for China in 2026, supported by strong export growth [4] - The MSCI China Index is projected to reach a target of 100 points by the end of the year, while the CSI 300 Index is expected to hit 5200 points [4] - Net inflows from southbound capital are anticipated to reach $200 billion (approximately 1.4 trillion yuan) in 2026, setting a new record [4] Cryptocurrency Market - Major cryptocurrencies experienced declines, with Bitcoin dropping 1.48% to below $90,000, and Ethereum falling 3.07% [8][9] Commodity Market - Spot gold prices rose, reaching a high of $4888 per ounce on the 21st, approaching the $4900 mark [6]

纳斯达克中国金龙指数涨近2%，中概股多数上涨，百度集团、哔哩哔哩涨超6%，阿里巴巴、拼多多涨 逾3%。 1月21日，美股三大指数集体高开，道指涨0.33%，纳指涨0.23%，标普500指数涨0.37%。 芯片股走强， 英特尔、 ARM涨超6%，西部数据、 美光科技 涨超3%， 闪迪涨近3% 。科网股普涨，特 斯拉、谷歌、英伟达均走高。 | 英伟达(NVIDIA) | 179.290 | 0.69% | | --- | --- | --- | | NVDA.O | | | | 闪进 | 465.340 | 2.70% | | SNDK.O | | | | 特斯拉(TESLA) | 422.710 | 0.83% | | TSLA.O | | | | 英特尔(INTEL) | 51.580 | 6.22% | | INTC.O | | | | 美光科技(MICRON T | 376.550 | 3.16% | | MU.O | | | | 阿里巴巴 | 167.344 | 3.05% | | BABA.N | | | | LUMENTUM | 361.360 | 1.27% | | LITE.O | | | | ...

这场暴跌暴露关税政策对金融市场的破坏性连锁反应，投资者用脚投票表达对贸易保护主义的担忧。网友戏称"特朗普关税套餐比美联储加息更见效"，分析 师警告若贸易摩擦持续，科技股或面临更深回调，全球供应链稳定性再受考验。 美东时间周二，特朗普一句"控制格陵兰否则加征关税"的威胁，直接让纳斯达克指数暴跌2.39%，标普500指数失守6800点。这已是2026年以来美股第二次因 关税问题单日跌超2%，市场像惊弓之鸟般的反应背后，藏着三个残酷真相。 1月21日美东时间周二，美股三大指数集体暴跌：道指跌1.76%至48,488.59点，标普500跌2.06%至6,796.86点，纳指重挫2.39%至22,954.32点。直接导火索是 特朗普政府威胁对格陵兰实施关税制裁，引发全球贸易战恐慌，科技股成重灾区。当日标普500和纳指年内涨幅转负，市场恐慌指数飙升。 百度图片 这场暴跌给投资者敲响三记警钟： 当纽约交易所的电子屏再度被红色淹没，华尔街交易员们突然想起巴菲特那句老话："只有当潮水退去，才知道谁在裸泳。"眼下，美联储的潮水正在退去， 而特朗普的关税飓风又至，这场双重考验才刚刚开始。 第一层：科技股已成贸易战"人质" 1. 警 ...

1、行情催化 美欧贸易摩擦预期下，美股半导体普遍回调，不过存储与CPU相关股票逆势大涨，闪迪涨8.0%、美光涨1.3%、西 部数据涨2.7%，英特尔涨6.4%、AMD涨2.9%、ARM涨2.9%。 2、行业速递 开源电子|AI早餐会 0121 ① 据"数码闲聊站"，华为将发布首款AI眼镜，支持拍照、音频、同传翻译等功能。 Meta全球事务主管JoelKaplan在世界经济论坛上表示可穿戴设备将是下一代计算技术，眼镜将会是AI终端的正确形 态。 ② DeepSeek新模型"MODEL1"曝光。 MODEL1可能采用架构，代码中的具体差异体现在KV缓存布局、稀疏性处理和FP8解码方面，在内存优化上有多 处不同。 此外，CPU缺货涨价继续发酵。 ③ 据朝鲜日报，三星与海力士将在今年削减NAND闪存产量，以转向DRAM生产从而实现利润最大化，NAND短 缺加剧。 ① 据"数码闲聊站"，华为将发布首款AI眼镜，支持拍照、音频、同传翻译等功能。 Meta全球事务主管JoelKapl 开源电子|AI早餐会 0121 1、行情催化 美欧贸易摩擦预期下，美股半导体普遍回调，不过存储与CPU相关股票逆势大涨，闪迪涨8.0%、美光 ...

来源：证券时报网 作者：胡华雄 美国"股汇债"三杀。 当地时间1月20日（周二），美国股市三大股指全线重挫，其中道琼斯工业指数盘中一度下跌逾900点，标准普尔500指数和纳斯达克指数收盘均重挫逾 2%。值得注意的是，道琼斯工业指数还创出2025年10月10日之后最近3个月来最大单日跌幅。 除了美股大幅走低外，美元汇率大幅走低，Wind行情数据显示，当天美元指数盘中一度跌约0.8%，收跌近0.5%。此外，美国国债全线大跌，美国10年期 国债收益率涨6.76个基点，报4.2906%；两年期美债收益率涨0.87个基点，报3.5947%；30年期美债收益率涨7.92个基点，报4.9158%。其中，30年期和10年 期美债收益率盘中一度创去年9月初以来新高，债券收益率和价格走势相反，收益率上升意味着债券价格下跌。 当地时间1月20日（周二），美国股市三大股指全线重挫，其中道琼斯工业指数收盘报48488.59点，下跌870.74点，盘中一度下跌逾900点，跌幅达 1.76%，创出最近3个月来最大单日跌幅；标准普尔500指数跌2.06%，报6796.86点；纳斯达克指数重挫，跌幅达2.39%，报22954.32点。 | 代 ...

Market Overview - The US stock market experienced a significant decline on January 20, with all three major indices falling sharply. The Dow Jones Industrial Average dropped by 870.74 points, closing at 48,488.59, marking a 1.76% decrease and the largest single-day drop in three months [2][3] - The S&P 500 index fell by 2.06% to 6,796.86 points, while the Nasdaq index saw a decline of 2.39%, closing at 22,954.32 points [2][3] Currency and Bond Market - The US dollar index decreased by approximately 0.8% during the day, ultimately closing down nearly 0.5% [1] - US Treasury yields rose, with the 10-year yield increasing by 6.76 basis points to 4.2906%, and the 30-year yield rising by 7.92 basis points to 4.9158%, reaching the highest levels since early September of the previous year [1] Sector Performance - Major technology stocks experienced significant declines, with Nvidia and Tesla both dropping over 4%. Other notable declines included Apple and Amazon, which fell by more than 3%, while Meta and Google saw declines of over 2% [3][4] - Financial stocks also faced losses, with Citigroup down over 4%, and both JPMorgan and Morgan Stanley declining by more than 3% [4] - Airline stocks mostly fell, with Delta Air Lines and United Airlines both dropping over 4% [5] - Semiconductor stocks were generally down, with the Philadelphia Semiconductor Index falling by 1.68%. However, Intel saw an increase of over 3% [5] International Market Trends - International gold and silver prices continued to rise, reaching new historical highs due to geopolitical tensions [6][7] - COMEX gold futures surpassed $4,770 per ounce, marking a 2% increase, while silver futures approached $96 per ounce before retreating [7]

Market Overview - The US stock market experienced a significant decline on January 20, with all three major indices falling sharply. The Dow Jones Industrial Average dropped by 870.74 points, closing at 48,488.59, marking a 1.76% decrease and the largest single-day drop in three months [3][4] - The S&P 500 index fell by 2.06% to 6,796.86 points, while the Nasdaq index saw a decline of 2.39%, closing at 22,954.32 points [3][4] Currency and Bond Market - The US dollar index also saw a notable decrease, dropping approximately 0.8% during the day and closing down nearly 0.5% [1] - US Treasury yields rose, with the 10-year yield increasing by 6.76 basis points to 4.2906%, and the 30-year yield rising by 7.92 basis points to 4.9158%, reaching new highs since September of the previous year [1] Sector Performance - Major technology stocks experienced significant declines, with Nvidia and Tesla both dropping over 4%. Other notable declines included Apple and Amazon, which fell by more than 3%, while Meta and Google saw declines of over 2% [4][6] - Financial stocks also faced losses, with Citigroup down over 4%, and both JPMorgan and Morgan Stanley declining by more than 3% [6] - Airline stocks mostly fell, with Delta Air Lines and United Airlines both dropping over 4% [7] Commodity Market - Gold and silver prices reached new historical highs, with COMEX gold futures surpassing $4,770 per ounce, reflecting a rise of approximately 2% [11] - COMEX silver futures approached $96 per ounce before retreating, indicating strong performance in the precious metals market amid geopolitical tensions [12]