Group 1: Market Overview - The US stock market indices reached new historical highs following the non-farm employment report, with the Nasdaq up 0.81%, S&P 500 up 0.65%, and Dow Jones up 0.48% for the week [1][2]. - The Russell 2000 index, representing small-cap stocks, also increased by approximately 0.8%, indicating a broad recovery in risk appetite [4]. Group 2: Non-Farm Employment Data - The US non-farm employment data showed a mixed picture, with an increase of only 50,000 jobs in December, below the market expectation of 60,000, marking one of the smallest increases since the pandemic [9]. - The unemployment rate recorded at 4.4% was slightly better than the expected 4.5%, suggesting that the job market has not "suddenly stalled" [9]. - The three-month moving average of employment showed a decline of about 22,000 jobs, raising concerns about future consumer spending [10]. Group 3: Interest Rates and Dollar Index - Following the non-farm data release, the probability of a rate cut in January dropped significantly from 11.6% to 2.8%, while the probability of maintaining the current rate rose from 88.4% to 97.2% [10]. - The dollar index increased by approximately 0.25% to 99.13, marking its second consecutive week of gains, reflecting a temporary retreat from expectations of further easing [11]. Group 4: Semiconductor and Storage Sector - The storage chip sector saw significant activity, with Micron Technology's stock rising over 5% to reach a historical high, driven by strong demand for AI servers [12][13]. - Analysts have raised Micron's target price to the range of $350-$400, with a report from Mizuho increasing it from $290 to $390, highlighting "AI accelerators + storage + equipment" as key investment areas for 2026 [16]. - SanDisk, another key player in the storage sector, has seen its stock price increase by over 550% since its re-listing, with a further rise of approximately 30%-35% in the first nine trading days of 2026 [17]. Group 5: Semiconductor Industry Dynamics - The semiconductor industry experienced a collective surge, with Intel, TSMC, and ASML all benefiting from increased investment in AI infrastructure [21]. - Intel's stock rose over 10%, reaching a nearly two-year high, following the announcement of its new Core Ultra Series 3 processors aimed at enhancing local AI capabilities [26]. - TSMC reported a 20.45% year-on-year revenue increase for Q4 2025, driven by AI chip orders, which are expected to support high capital expenditures in 2026 [26].