Trending Sectors | Tech & AI Lead Gains, Gold Shines, EVs Soar, as Oil and Banks Struggle in Sector Shuffle

【Major U.S. Stock Indices】

In the U.S. stock market, the three major indices showed mixed performances. The S&P 500 rose by 0.24%, closing at 6,047.15 points; the Nasdaq saw a stronger gain of 0.97%, reaching a high of 19,403.95 points; while the Dow Jones Industrial Average fell by 0.29%, closing at 44,782.00 points. This divergence reflects the market's preference for tech stocks, especially given the ongoing investment boom in the artificial intelligence sector.

【Performance of Leading Tech】

The top seven tech giants generally rose. Apple increased by 1.28%, reclaiming the top market cap spot on expectations of a new "super product cycle." Amazon climbed 1.30%, drawing market attention with its advancements in AI cloud services. Meta's stock surged 3.51%, hitting a record high, tied to its AI data center plan supported by nuclear energy. Microsoft's stock slightly increased by 0.05%, though news about its accusations of the FTC leaking antitrust investigation details captured market attention. Tesla dropped 1.59%, possibly due to declining shipments in the Chinese market. Google edged down 0.09%, while Nvidia rose 1.18%, continuing to benefit from AI and chip demand.

【AI and Semiconductor Sector】

In the AI sector, Nvidia continued to lead, with its market value reaching $3.44 trillion, closely linked to its strong position in AI. SMCI fell by 4.26%, despite its investigation results showing no misconduct. In the semiconductor sector, TSMC and Micron Technology rose by 2.31% and 1.31%, respectively, reflecting ongoing demand for chip manufacturing. However, Intel fell 6.10% following news of a CEO change.

【Electric Vehicles, Oil, Weight Loss Drugs, and Other Sectors】

In the electric vehicle sector, Tesla continued to decline, while NIO rose by 5.45%, reflecting investor interest in the Chinese EV market. Oil stocks generally fell, with ExxonMobil and Chevron decreasing by 0.15% and 0.19%, respectively. Weight loss drug stocks mostly rose, with Eli Lilly and Novo Nordisk standing out. Gold stocks broadly increased, with Barrick Gold and Newmont up by 2.38% and 1.61%, benefiting from a rise in market risk aversion.

【Other Notable Sectors】

In the retail sector, Walmart and Costco rose by 0.94% and 0.73%, respectively, benefiting from the positive impact of "Black Friday" sales surge. Bank stocks showed mixed performances, with JPMorgan Chase and Bank of America down by 0.58% and 0.47%, respectively. Vaccine stocks generally fell, with Moderna and Novavax declining by 3.80% and 4.10%, indicating uncertainty in vaccine demand.

【Market Summary and Recommendations】

Overall, tech stocks, particularly those related to AI and semiconductors, continue to attract investor interest, while traditional sectors like oil and banking are showing weaker performance. Investors should focus on long-term growth opportunities brought by technological innovation, while being cautious of challenges faced by traditional industries. In an increasingly volatile market, appropriate asset allocation and risk management are crucial.