Trending Sectors | Pharma Shines, Oil Steady, Tech Faces Headwinds: A Sector-by-Sector US Stock Review

【Major U.S. Stock Indices】

The three primary U.S. stock indices saw significant gains, with the S&P 500 increasing by 2.05%, closing at 5921.54 points. The Dow Jones Industrial Average rose by 1.78%, ending at 42343.65 points, while the Nasdaq showed even stronger performance, rising by 2.47% to 19199.16 points. This broad market rally is mainly driven by optimism about economic recovery and improved investor sentiment. However, the ongoing volatility associated with the "Trump model" continues to inject uncertainty into market sentiment, urging investors to be cautious about short-term fluctuations.

【Performance of Leading Tech】

Stocks of major tech companies generally declined, with Microsoft down 1.03% and Apple experiencing a larger drop of 3.02%. Amazon and Google fell by 1.04% and 1.40%, respectively. Meta and Tesla saw decreases of 1.49% and 0.50%. Microsoft has recently accelerated its collaboration with Indigo on soil carbon removal projects, while Apple faces tariff pressures for refusing to visit the Middle East, planning to launch its own video game app. Furthermore, Apple and Google are challenged by new Texas legislation enforcing age verification in app stores. These developments indicate that tech giants are facing multiple business challenges and policy pressures.

【AI and Semiconductor Sector】

Nvidia's stock fell by 1.16% as its supplier resolved issues with Blackwell AI rack technology and began shipping new chips. Marvell's AI revenue is expected to grow to over $4 billion by 2025. Semiconductor manufacturing companies like TSMC and Intel dropped by 2.15% and 2.43%, respectively, while semiconductor equipment and materials companies like ASML and Applied Materials faced downward pressure. Overall, the AI and semiconductor sector is experiencing market volatility, and investors should watch for Nvidia's post-earnings stock movements.

【Electric Vehicles and Weight Loss Stocks】

In the electric vehicle sector, Tesla's stock slightly dipped by 0.50%, while domestic newcomers faced pressure, with XPeng Motors dropping significantly by 2.44%. Weight loss stocks showed notable gains, led by Novo Nordisk, which surged 4.58%. This divergence reflects differing market attitudes towards electric vehicles and pharmaceutical innovation, with weight loss stocks showing positive performance for investors to monitor.

【Oil and Gold Stocks】

Oil stocks generally rose, with Chevron up 0.92%. Environmental concerns prompted the Swiss National Bank to divest from Chevron, while optimism ahead of the OPEC meeting boosted oil prices. Gold stocks showed mixed performance, with Barrick Gold down 2.78% and Newmont up 1.90%. Investors should pay attention to changes in the global energy landscape and the demand for gold as a safe haven.

【Cryptocurrency and Meme Stocks】

Digital currency concepts broadly declined, with Coinbase Global dropping significantly by 3.23%. However, Meme stocks like GameStop surged by 7.03%. The volatility of cryptocurrencies and the speculative nature of Meme stocks remain focal points in the market, urging investors to carefully assess risks.

【Other Sectors to Watch】

Retail stocks showed mixed results, with Walmart posting a slight increase, while Costco and others fell. Banking stocks were also mixed, with JPMorgan Chase up slightly by 0.02% and Bank of America down 0.25%. Vaccine stocks like Pfizer rose by 1.22%. These sector performances reflect varying capital flows and shifts in investor expectations across different market areas. For investors, despite market uncertainty, the dynamics within technology, pharmaceuticals, and energy sectors provide diverse investment opportunities. Investors should integrate market news and company business developments into comprehensive investment decisions.