2026-01-05 16:23:42

The US stock market showed impressive momentum right at the open today. The three major indices all opened higher, and market risk appetite has noticeably increased. The Dow Jones Industrial Average rose by 0.19%, firmly holding onto a key support level; the S&P 500 index also performed strongly, opening up 0.48%, with leading sectors taking turns to drive the index higher; most notably, the Nasdaq Composite surged by 0.93 at the open, with the strong performance of tech stocks becoming the absolute main driver of this rally.

The market is full of highlights. The energy sector led the charge with a significant rally, with the industry leader Chevron opening with a decisive 6% jump, immediately becoming the focus of traders’ attention. Currently, international oil prices have stabilized and are gradually rebounding, coupled with the ongoing improvement in supply and demand dynamics in the energy sector, which has ignited institutional funds’ enthusiasm for oil-related stocks. Chevron itself has solid fundamentals and attractive dividend yields, making it a natural top pick for investors.

Tech stocks also have plenty of action. The semiconductor sector performed especially well, with TSMC opening up 3.2%. Notably, Goldman Sachs recently raised its target price by 35%, with institutional analysis believing that TSMC’s advantages in advanced process technology and capacity will fully benefit from the global chip demand rebound. This upward revision of the target price directly boosted market confidence in the bullish outlook. Intel was not left behind, opening up 5.9%, with progress in wafer foundry and AI chips reflected in its earnings, leading to a countertrend rally in its stock price; Qualcomm also opened up 1.06%, with its market share in mobile and automotive chips steadily climbing, providing a reassuring boost to its stock.

Looking at the bigger picture, today’s US stock market rally is driven by two main themes: technology and energy. Sector rotation is clearly visible, with funds flocking to leading companies in high-growth sectors. Moving forward, it will be important to keep an eye on changes in international oil prices, guidance from tech giants’ earnings reports, and whether the Federal Reserve will take any new actions, as these are key to seizing structural opportunities.

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GasFeeNightmare

· 01-06 22:51

This wave of combined technology + energy punches, it all depends on what the Federal Reserve says next. --- Chevron 6%, Intel 5.9%, is this real or just bottom-fishing? --- TSMC has risen again. Once Goldman Sachs adjusted the target price, I knew how the market would move next. Funds love to follow the trend. --- The energy sector has exploded. I'm just worried that this rebound in oil prices is fake, and we might see a sharp drop again. --- The NASDAQ opened up 0.93%. Chips are really rebounding, but it feels like a trap to lure more buyers? --- Institutions are piling into leading companies, while retail investors are still chasing gains. This rhythm feels all too familiar. --- Before the Federal Reserve takes any action, I’m not quite ready to go all in. Still need to watch. --- The chip market warming up is indeed powerful, but I’ve started to doubt signals like target price upgrades. --- It's good that oil prices have stabilized. The dividend yields of energy stocks are really attractive, much more reliable than tech stocks.

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On-ChainDiver

· 01-06 21:15

The chip industry is taking off again, this pace is really incredible. TSMC is directly supported by Goldman Sachs, it’s true that grabbing a big partner makes a big difference. The energy sector feels like the dark horse; as oil prices rebound, institutions go crazy, Chevron's 6% increase is quite fierce. Technology and energy sectors are rotating; it seems we need to keep up with the rhythm, or we'll always be a step behind. Intel has made a comeback; their attitude shift was quick enough. The Federal Reserve's actions are the key, everything else is just floating clouds. This wave of market movement is quite interesting, but I don’t dare to go all in.

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PseudoIntellectual

· 01-05 16:53

Energy and technology are once again driving in tandem. It seems that institutions are really getting anxious today. --- Chevron's 6% surge is a direct signal of funds bottoming out. As oil prices stabilize, continued attention is warranted. --- TSMC's target price was raised by Goldman Sachs by 35%. Is this genuine optimism or are they about to dump shares again? --- Intel's rebound of 5.9% was a bit surprising, but AI chips are definitely worth looking forward to. --- The rotation between tech and energy sectors seems to have happened too many times before. It all depends on whether the Federal Reserve will intervene. --- The three major indices all rose, with the Nasdaq up 0.93%. The sustainability of this rally is worth questioning. --- Keep an eye on Qualcomm's automotive chip market share—that's the real hidden growth point. --- Another wave of institutional focus on leading stocks. How should retail investors get on board?

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Lonely_Validator

· 01-05 16:51

Chips are hot again, looks like it's time to jump on board. Can we keep up with this wave of momentum on Raydium? Feels like when US stocks rise in tech, DeFi should surge. The 35% figure for TSMC is a bit crazy, institutions really do have some news. Wait, Chevron opened up 6%? Are oil prices about to take off? Technology and energy are rising together. This year's structural opportunities seem to have truly arrived.

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ChainWatcher

· 01-05 16:43

TSMC rose again, and Goldman Sachs' upward revision of its target price is really impressive. Intel's 5.9% increase, is this really a turnaround? Is the demand for chips truly warming up? Oil prices stabilize, and Chevron takes off. The rhythm in the energy sector is very steady. Technology and energy rotate, funds are clustering around leading stocks. Is this a signal or a real trend? The Nasdaq opened up 0.93%, tech stocks are really showing some strength. Goldman Sachs is boosting TSMC; what is the institution seeing? Chevron up 6%, is international oil prices about to take off again? Will the Federal Reserve have any new tricks? That’s the key. The sector rotation is so clear, it shows funds are looking for direction. Energy and technology are rising together. Does this mean AI chips are not involved?

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LayerZeroEnjoyer

· 01-05 16:34

Technology and energy double-wheel drive, institutions flocking to leading stocks, this pace is okay --- TSMC up 3.2%, Goldman Sachs adjusts target price again, is chip demand picking up? --- Energy is on the rise, but oil prices can change suddenly --- Nasdaq opens up 0.93%, are tech stocks starting again? I'll wait and see --- Chevron jumps 6% directly, is it really energy's turn? --- Sector rotation is too fast, can't keep up with the rhythm --- What is the Federal Reserve thinking? Still need to keep a close eye --- Institutions are clustering around leaders, retail investors should be cautious --- Intel up 5.9%, are AI chips really that hot?

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