责任编辑：张俊 SF065 责任编辑：张俊 SF065 瑞穗证券评选英伟达、博通、Lumentum为2026年首选AI芯片股。 瑞穗证券评选英伟达、博通、Lumentum为2026年首选AI芯片股。 ...

来源：环球市场播报 周五，标普500指数盘中创下历史新高。尽管12月美国就业增长数据不及预期，但并未改变市场对美联 储今年实施降息的预期，同时芯片股走强为市场提供了额外提振。 美国劳工部报告显示，12月美国就业增长放缓幅度超出预期，但失业率降至4.4%，这一数据表明劳动 力市场并未出现快速恶化。 伦敦证券交易所集团（LSEG）汇编的数据显示，报告发布后，交易员加大了对美联储1月暂停降息的押 注，但仍预计2026年美联储将累计降息54个基点。 "这份就业报告基本在投资者预期范围内，因此市场没有出现明显反应，"全国互助保险公司 （Nationwide）首席市场策略师马克・哈克特表示。 截至美国东部时间12点17分： 道指上涨267.68点，涨幅0.54%，报49533.79点； 费城半导体指数上涨2.4%，有望创下一个多月以来的最大单周涨幅。 标普500公用事业板块领涨大盘，涨幅1.3%。维斯塔能源（Vistra）股价飙升12.6%，此前Meta Platforms 与该公司签订了为期20年的核电站购电协议。 标普500医疗保健板块和金融板块分别下跌0.5%和0.1%。 本周以来，非必需消费品板块和矿业板块表现有 ...

1月9日晚，美股三大指数集体高开。截至北京时间10日凌晨0:15，道琼斯指数涨0.41%，标普500指数涨 0.56%，纳斯达克综合指数涨0.72%。 | 美股指数 i^ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 49466.36 | 23648.48 | 6960.51 | | +200.25 +0.41% | +168.46 +0.72% | +39.05 +0.56% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7691.76 | 25821.50 | 6985.50 | | -104.95 -1.35% | +134.00 +0.52% | +23.50 +0.34% | | 名称 පිට E | 现价 | 涨跌幅 ▼▶ | | --- | --- | --- | | 英特尔(INTEL) | 44.520 | 8.29% | | US INTC | | | | 谷歌(ALPHABET)-C | 329.233 | 0.99% | | US GOOG | | | | 特斯拉(TESLA) | 438.170 | 0. ...

1月9日晚，美股三大指数集体高开。截至北京时间10日凌晨0:15，道琼斯指数涨0.41%，标普500指数涨0.56%，纳斯达克综合指数涨0.72%。 大型科技股涨跌不一，其中，英特尔涨超8%，创2024年4月份以来盘中新高。芯片股普涨，费城半导体指数涨超2%，阿斯麦涨超5%，美光科技涨超3%。 | 名称 日日 Di | 现价 | 涨跌幅 ▼▶ | | --- | --- | --- | | 英特尔(INTEL) | 44.520 | 8.29% | | US INTC | | | | 谷歌(ALPHABET)-C | 329.233 | 0.99% | | US GOOG | | | | 特斯拉(TESLA) US TSLA | 438.170 | 0.54% | | 脸书(META PLATFOR | 646.150 | 0.01% | | US META | | | | 苹果(APPLE) | 258.370 | -0.26% | | US AAPL | | | | 英伟达(NVIDIA) | 184.555 | -0.26% | | US NVDA | | | | 微软(MICROSOFT) | 474 ...

Group 1 - The 20th Private Equity Fund Development Forum in Shenzhen focuses on AI-enabled investment paradigms, equity market opportunities, and the value of CTA strategy allocation, aiming to explore new paths for the high-quality development of China's private equity fund industry [1] - By 2025, the private securities industry is expected to reach a milestone with a management scale exceeding 7 trillion yuan, becoming the core engine for growth in the private equity sector [1] - The private equity industry has shown robust vitality over the past year, with an expanding number of billion-yuan private equity firms and significant growth in product filings [1] Group 2 - In 2026, monetary policy may further ease, increasing the likelihood of a market bottom, which could attract more off-market funds, with potential for a significant bull market in A-shares [2] - The quant investment sector is projected to achieve notable progress in 2025, with over 90% of private equity firms expected to generate positive excess returns, driven by strong market beta and advancements in quant technology [2] - AI is becoming an essential tool in the investment research process, and firms need to embrace new technologies to maintain core competitiveness and continuously discover alpha [2] Group 3 - The AI bull market that began in 2023 may last for a decade, with the potential for China to produce over a trillion-dollar AI industry, significantly outpacing the internet sector [3] - The focus of the technology sector is shifting from the U.S. to China's application end, with significant outcomes expected in the near future [3] - Gold is viewed as a safe asset in the context of rising inflation and de-globalization, which may lead to increased demand for gold as a hedge against economic instability [3]

当地时间1月9日，美股三大指数集体高开。截至发稿，道琼斯指数涨0.36%，纳斯达克综合指数涨0.66%，标普500指数涨0.53%。 （文章来源：上海证券报） 美股存储概念反弹，闪迪涨超7%，西部数据涨近1%。 美国劳工统计局2026年1月9日发布的数据显示，2025年12月美国非农就业人数增加5万人，失业率为4.4%，两者均低于外界预期。 现货黄金、现货白银出现短线拉升，截至发稿，现货白银最新报价在78.8美元/盎司附近，现货黄金再次突破4500美元/盎司，日内涨0.51%。 美股芯片股普涨，阿斯麦涨超5%，应用材料涨超4%，博通、美光科技涨超3%。英特尔盘中涨幅一度扩大至9%，股价创2024年4月以来盘中新高。截至发 稿，涨超7%，报44.23美元/股。 ...

Market Overview - The US stock market opened higher on January 9, with the Dow Jones up 0.35%, S&P 500 up 0.52%, and Nasdaq up 0.65% [2] - Major technology stocks showed mixed performance, with Intel rising over 8%, reaching a new intraday high since April 2024 [4] Technology Sector - Intel's stock price increased by 8.29%, reaching $44.52 [5] - Other tech stocks included Google (up 0.99%), Tesla (up 0.54%), and Facebook (up 0.01%), while Apple, Nvidia, Microsoft, and Amazon saw slight declines [5] - Chinese stocks listed in the US faced declines, with the Nasdaq Golden Dragon China Index dropping nearly 1.4%, and companies like Alibaba and XPeng Motors falling over 3% [5] Commodity Market - International gold prices saw a short-term increase, with spot gold rising by 0.4% to $4,495.7 per ounce, and silver increasing by 2.97% to $79.18 per ounce [6] - The overall trend for silver remains bullish despite short-term volatility, influenced by global market instability and expectations of Federal Reserve rate cuts [6] Oil Market - International oil prices rose, with WTI crude oil increasing by 2.41% to $59.15 per barrel, and Brent crude oil up by 2.02% to $63.24 per barrel [8] Employment Data - In December, the US non-farm payrolls increased by 50,000, below the expected 70,000, with the unemployment rate at 4.4% [10] - The total employment increase for 2025 was only 584,000, marking the weakest annual growth since 2020 [10] - Following the employment report, traders are betting that the Federal Reserve will pause interest rate cuts, with expectations of a cumulative reduction of about 50 basis points by 2026 [10] Geopolitical Developments - The US Southern Command confirmed a joint operation with the Department of Homeland Security to seize the "Olina" oil tanker in the Caribbean, marking the fifth interception of Venezuelan oil transport vessels in recent weeks [10] - The US Energy Secretary announced plans to adjust policies to allow US oil companies to operate in Venezuela [10]

中概股下挫，纳斯达克中国金龙指数跌近1.4%，阿里巴巴、满帮集团、 小鹏汽车 跌超3%，唯品会、理想汽车跌超2%。 大宗商品方面，国际金银价格短线拉升，现货黄金涨0.4%，报4495.7美元/盎司；现货白银涨2.97%，突破79美元关口，报79.18美元/盎司。据 21世纪经济报道，多数市场观点认为，尽管白银价格短期波动加剧，但在全球市场动荡与美联储降息预期的双重提振下，白银牛市的整体趋势 并未终结。但有 部分投资者认为银价仍有下行空间，正通过做空操作布局这一预期。（ 详见 ） 国际油价拉升，WTI原油涨2.41%，报59.15美元/桶；布伦特原油涨2.02%，报63.24美元/桶。 记者｜金珊 见习记者林芊蔚 编辑｜黎雨桐 1月9日，美股三大指数集体高开，截至北京时间23:37，道 琼斯指数涨0.35%，标普500指数涨0.52%，纳斯达克综合指数涨0.65%。 | 道琼斯 | 纳斯达克 | 标普500 | | --- | --- | --- | | 49436.90 | 23631.62 | 6957.40 | | +170.79 +0.35% | +151.60 +0.65% | +35.94 +0.5 ...

芯片股普涨，阿斯麦涨超3%，应用材料涨超2%，英特尔、博通、美光科技涨超1%。 中概股涨跌不一，虎牙、世纪互联涨超4%，阿里巴巴、万国数据跌逾2%。 编辑 ｜ 钉钉 | 美股指数 △ | | > | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 49438.30 | 23482.20 | 6933.26 | | +172.19 +0.35% | +2.18 +0.01% | +11.80 +0.17% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7796.64 | 25761.00 | 6978.00 | | -0.07 0.00% | +73.50 +0.29% | +16.00 +0.23% | 1月9日，美股三大指数开盘集体上涨，道琼斯指数涨0.35%，标普500指数涨0.17%，纳斯达克综合指数 涨0.01%。 ...

芯片股普涨，阿斯麦涨超3%，应用材料涨超2%，英特尔、博通、美光科技涨超1%。 中概股涨跌不一，虎牙、世纪互联涨超4%，阿里巴巴、万国数据跌逾2%。 1月9日，美股三大指数开盘集体上涨，道琼斯指数涨0.35%，标普500指数涨0.17%，纳斯达克综合 指数涨0.01%。 | 美股指数 △ | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普500 | | 49438.30 | 23482.20 | 6933.26 | | +172.19 +0.35% | +2.18 +0.01% | +11.80 +0.17% | | 中国金龙指数 | 纳指100期货 | 标普500期货 | | 7796.64 | 25761.00 | 6978.00 | | -0.07 0.00% | | +73.50 +0.29% +16.00 +0.23% | 编辑 ｜ 钉钉 ...