一则利好消息彻底引爆。 隔夜美股市场，美股军工股全线爆发，美国航天国防股指数ETF盘中一度大涨超4%，克瑞拓斯安全防卫 （Kratos）一度暴涨超20%，军用无人机厂商Aerovironment一度大涨超16%，洛克希德·马丁盘中最高涨超 9%。消息面上，美国总统特朗普表示2027财年美国军费应提升至1.5万亿美元，相当于较今年预算增逾50%。 华尔街分析师普遍认为，美国国防开支增长的方向明确。 另外，美联储货币政策走向也备受市场关注。美联储理事米兰表示，他希望2026年美联储累计降息150个基 点，以提振劳动力市场。美国财长贝森特明确指出，美联储不应推迟进一步降息，他还透露，下任美联储主席 人选将于1月公布。特朗普表示，他已敲定下一任美联储主席提名人选。 军工股全线爆发 美东时间1月8日，美股三大指数震荡分化，英伟达等科技巨头回落，截至收盘，道指涨0.55%，纳指跌 0.44%，标普500指数涨0.01%。 美股大型科技股涨跌不一，博通大跌超3%，英伟达跌超2%，微软跌超1%，苹果、Meta小幅收跌；亚马逊大 涨近2%，谷歌、特斯拉涨超1%。 存储芯片概念股集体下挫，希捷科技大跌超7%，西部数据跌超6%，S ...

美东时间周三，美股三大股指走势出现分化。标普500指数收盘下跌，主要受摩根大通、黑石集团等金融股下挫拖累；而英伟达和Alphabet 逆势走强，推动纳斯达克指数小幅上涨，显示资金重新回流AI相关股票。 市场动态 标普500指数和道琼斯指数均在盘中触及历史新高后回落，最终收低，美国总统特朗普当天的一系列言论对行情产生了重大冲击。 在此前市场担忧估值过高后，投资者再度回流AI板块。Longbow首席执行官Jake Dollarhide表示："投资者进入2026年的策略与去年如出 一辙：买入科技股，然后放着不管。关于'AI行情已经结束'的传言被证明并不成立。" 随着未来几周第四季度财报季的临近，华尔街整体估值依然偏高。根据LSEG数据，标普500指数目前的预期市盈率约为22倍，虽低于11月 的23倍，但仍明显高于五年均值19倍。 宏观数据方面，周三公布的数据显示，美国11月职位空缺数降幅超过预期，而另一份ADP报告显示，12月私营部门就业增幅低于预期。 这些数据标志着此前因美国政府停摆而中断的经济数据发布恢复正常，但并未显著改变市场对美联储即将降息的预期，投资者仍在等待周五 公布的官方非农就业报告。 地缘政治方面， ...

1月7日热门中概股涨跌不一，纳斯达克中国金龙指数（HXC）收跌0.78%。 上涨股当中（按市值从高到低），台积电涨1.61%，拼多多涨2.97%，网易涨0.72%，携程涨1.26%，日 月光半导体涨3.18%，贝壳涨1.58%，联电涨4.50%，中通涨0.60%，华住酒店集团涨4.82%，满帮涨 0.69%，中国新城农村涨3.64%。 | | 美股列表 | | | | --- | --- | --- | --- | | ▲热股榜 中概股 | 科技股 | 知名美股 | 全部美股 | | 热门股 领涨 | 领跌 | 成交额 | 量比 | | 更新时间 | | | 2026-01-07 05:36:24 | | 名称 | | 涨跌幅 ◆ | 涨跌额 ⇒ > | | 中驰车福 10 | | +70.83% | +1.530 | | AZI | | -0.27% 盘后 | | | 利邦厨具 利 | | +17.08% | +0.1005 | | LBGJ | | -7.40% 盘后 | | | 慧荣科技 | | +12.43% | +11.630 | | SIMO | | +1.18% 盘后 | | | 禾塞科技 | ...

机构认为，2025年12月下旬的上涨或许是本轮春季行情起点。 【财经日历】 国内航线燃油附加费下调 国新办就长江经济带发展十年工作进展和成效举行新闻发布会 | い） 盘前必读 | // 外盘怎么样 // | | | | --- | --- | --- | --- | | 名称 | 现价 | | 涨跌幅 | | 道琼斯工业平均 | 48382.39c 319.10 = | | 0.66% | | 纳斯达克指数 | 23235.63c -6.36 | | -0.03% | | 标普500 | 6858.47c 12.97 0.19% | | | 当地时间上周五，美股三大股指涨跌互现，截至收盘，道指涨0.66%，纳指跌0.03%，标普500指数涨0.19%。 日内龙头科技股以下跌为主，拖累纳指微幅收跌。奈飞收跌2.95%，微软跌2.21%，亚马逊跌1.87%，Meta跌1.47%，苹果跌0.31%，谷歌母公司Alphabet收高 0.69%。 另一方面，芯片股表现强劲。受益于存储芯片需求预测上调，费城半导体指数大涨4%。美光科技收涨10.52%，领涨芯片板块；荷兰光刻机巨头阿斯麦 （ASML）大涨8.78%，超威半 ...

2026年的第一个交易日，虽然三大股指的收盘波动看上去颇为平静，但诸多科技题材股新年首个交易日 就迎来资金热情涌入。同时，受到港股开年大涨的提振，美股市场的中概股迎来意气风发的集体大涨。 截至收盘，标准普尔500指数涨0.19%，报6858.47点；纳斯达克综合指数跌0.03%，报23235.63点；道琼 斯工业平均指数涨0.66%，报48382.39点。 美股"存储四巨头"美光科技周五涨10.51%、西部数据涨8.96%，齐创收盘历史新高，闪迪涨15.95%、希 捷科技也上涨4.41%。周五早些时候，韩国"存储双雄"SK海力士和三星电子均飙升并创出历史新高。 AI能源、储能概念股Bloom Energy涨13.58%；核电初创公司NuScale Power涨15.17%、Oklo涨8.42%、铀 能源概念股Energy Fuels涨14.86%；激光雷达概念股Innoviz涨13.01%；稀土概念股USA Rare Earth涨 18.91%；加密货币概念股Riot Platforms涨11.76%、嘉楠科技涨11.59%；光伏概念股Solaredge、晶科能 源均涨超8%。 作为市场焦点，纳斯达克中国金龙 ...

Market Performance - US stock market opened high but turned negative, with the Nasdaq initially rising over 1% before declining [1] - Chip stocks in the US saw a broad increase, with the Philadelphia Semiconductor Index rising over 4.5%, including significant gains from Nvidia, Intel, and ASML [2] - Major tech stocks such as Apple, Amazon, Microsoft, Google, and Netflix experienced declines [2] Chinese Stocks - The Nasdaq Golden Dragon China Index surged nearly 4%, with Baidu Group soaring over 12% [4] - iQIYI increased by over 9%, while other Chinese companies like GDS Holdings and JinkoSolar also saw significant gains [6] Hong Kong Market - The Hong Kong stock market opened strong, with the Hang Seng Index rising by 2.76%, the Hang Seng China Enterprises Index up by 2.86%, and the Hang Seng Tech Index increasing by 4.0% [6] - Sectors such as AI, semiconductors, commercial aerospace, electrical equipment, home appliances, and automotive showed strong performance throughout the day [6] Investment Outlook - Analysts suggest that the strong performance of Chinese assets at the start of 2026 indicates a continuation of the structural bull market from 2025, with a clear investment focus on hard technology represented by semiconductors, AI, and smart hardware, alongside policy-driven consumption in home appliances and automotive sectors [8] - The offshore RMB exchange rate against the US dollar strengthened, surpassing 6.97, reaching its highest level since May 2023 [8] Currency and Commodities - The performance of the RMB exchange rate is influenced by various factors including international environment, capital flows, and policy changes, with ongoing uncertainties regarding its future trajectory [9] - In precious metals, spot gold initially broke through $4,400 but later retraced most of its gains, while spot silver also saw a significant pullback [10]

Market Overview - On January 2, US stock indices opened higher, with the Dow Jones up 0.19%, S&P 500 up 0.58%, and Nasdaq up 1.03% [1] - The Philadelphia Semiconductor Index saw significant gains, with ASML rising over 7% and Micron Technology up nearly 6% [1] - Chinese concept stocks surged, with the Nasdaq Golden Dragon China Index soaring 4%, and notable gains in Baidu (up 11.35%) and others [1] Performance Summary - By market close, US indices showed mixed results; Nasdaq fell 0.03%, while S&P 500 rose 0.19% and Dow Jones increased by 0.66% [3] - Notable tech stocks had varied performances, with ASML and Micron reaching historical highs, while Tesla and Microsoft dropped over 2% [3] - The Nasdaq Golden Dragon China Index closed up 4.38%, with Baidu gaining 15% and other major Chinese stocks also performing well [3] Sector Highlights - Semiconductor stocks like Hua Hong Semiconductor and SMIC saw significant increases, with Hua Hong up over 9% [5] - The innovative drug sector also performed well, with notable gains in companies like Innovent Biologics and Hengrui Medicine [5] - The solar energy sector experienced a boost, with GCL-Poly Energy rising over 22% [5] Future Market Outlook - Goldman Sachs predicts a 38% upside potential for the Chinese stock market by the end of 2027, citing factors like easing core risks and favorable regulatory environments [6] - Analysts expect a "spring market" in A-shares, driven by improved market sentiment and increased trading volumes [7][8] - The A-share market has shown signs of recovery, with the Shanghai Composite Index breaking a previous downtrend and trading volumes rising above 2 trillion yuan [9][10] Investment Sentiment - Analysts note that the current market environment is more favorable compared to previous periods, with expectations of continued liquidity and supportive macro policies [10][11] - The anticipated "spring rally" is supported by historical trends and positive macroeconomic signals, with a focus on sectors like commercial aerospace and military [12][13]

*美股三大股指涨跌互现 *芯片股领涨，美光科技飙高10.5%，英伟达涨1.3% 2日，美股涨跌不一。截至收盘，道指涨319.10点，涨幅0.66%，报48382.39点；纳指跌6.36点，跌幅 0.03%，报23235.63点；标普500指数涨12.97点，涨幅0.19%，报6858.47点，打破了过去三年标普500指 数在新年首个交易日均以下跌收盘的惯例。 作为2026年的首个交易日，美股整体交投相对清淡，盘中走势较为平稳，科技板块仍带动市场波动的主 要力量。不过，整体波动幅度有限，为因节假日而缩短的本周交易画上句号。周四（元旦）美股休市。 芯片股走势强劲，英伟达收高1.26% 日内龙头科技股以下跌为主，拖累纳指微幅收跌。奈飞收跌2.95%，微软跌2.21%，亚马逊跌1.87%， Meta跌1.47%，苹果跌0.31%，谷歌母公司Alphabet收高0.69%。 *中国资产一飞冲天，百度大涨15%，纳斯达克中国金龙指数飙高4.4% 新年首个交易日 有市场分析指出，受到消费者对马斯克政治立场不满情绪升温、美国电动汽车购车税收优惠到期以及海 外市场竞争加剧等多重因素影响，特斯拉在2025年失去全球最畅销电动汽车 ...

Group 1 - The U.S. stock market opened higher but turned negative, with the Nasdaq initially rising over 1% before declining [1] - Semiconductor stocks in the U.S. saw significant gains, with the Philadelphia Semiconductor Index rising over 4.5%, including major players like Nvidia, Intel, and ASML [1] - Tesla's stock price dropped nearly 1.8% after reporting a fourth-quarter delivery of 418,227 vehicles, a year-on-year decline of 16%, and an annual delivery of 1.64 million vehicles, down over 8% [1] Group 2 - Chinese concept stocks surged, with the Nasdaq Golden Dragon China Index rising nearly 4%, and notable increases in stocks such as Baidu (up over 12%) and iQIYI (up over 9%) [3] - The Hong Kong stock market experienced a strong opening, with the Hang Seng Index rising 2.76% and the Hang Seng Technology Index up 4.0%, driven by sectors like AI, semiconductors, and consumer electronics [5] - The offshore RMB exchange rate against the U.S. dollar strengthened, surpassing 6.97, marking a new high since May 2023 [5]

凤凰网财经讯 12月31日，三大股指集体高开，沪指涨0.09%，深成指涨0.17%，创业板指涨0.15%。先进 封装、存储器、消费电子、光伏题材走强，稳定币、商业航天、能源金属概念股走弱。北交所新股N蘅 东光上市涨逾1000%。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 * * ● | 咸新 | 张幅% | | 涨跌 涨跌家数 | | 用 | 现手 金额 | | 上证指数 | 3968.73 | 0.09 | 3.62 | 1047/784 | 0.03 | 350万 | 350万 62.61 7. | | 深证成指 | 13627.26 | 0.17 | 23.19 | 1542/867 | -0.01 | 808万 | 808万 119.18亿 | | 北证50 | 1449.56 | -0.07 | -1.08 | 149/87 | -0.15 | 17.5万 | 7.70 Z 17.5万 | | 创业板指 | 3247.74 | 0.15 | 4.84 | 760/445 | 0.0 ...