--- title: "In the early hours of the first trading day of the new year, the Dow Jones Industrial Average was slightly weak, while the Nasdaq outperformed with an increase of over 300 points, and AI stocks were in high demand" description: "U.S. stocks opened higher on the first trading day of 2026 but showed mixed performance. The Dow Jones Industrial Average opened up 42 points before falling about 160 points, the Nasdaq opened up 239 " type: "news" locale: "en" url: "https://longbridge.com/en/news/271343468.md" published_at: "2026-01-02T14:35:24.000Z" --- # In the early hours of the first trading day of the new year, the Dow Jones Industrial Average was slightly weak, while the Nasdaq outperformed with an increase of over 300 points, and AI stocks were in high demand > U.S. stocks opened higher on the first trading day of 2026 but showed mixed performance. The Dow Jones Industrial Average opened up 42 points before falling about 160 points, the Nasdaq opened up 239 points and rose over 300 points, and the S&P 500 opened up 32 points. AI stocks performed strongly, with NVIDIA rising nearly 3%, Micron Tech up over 7%, and AMD up 5%. Major tech stocks generally rose, with Alphabet up nearly 3%, and Apple and Amazon each rising about 2%. Tesla's stock price fluctuated, with delivery volumes down 16%. Chinese concept stocks performed well, with Baidu up nearly 12% and Alibaba up over 4% On the first trading day of 2026, U.S. stocks opened higher across the board, but the early trend was mixed. The Dow Jones Industrial Average opened up 42 points or 0.1% at 48,105 points, then fell about 160 points or 0.4% in the early session. The Nasdaq outperformed, opening up 239 points or 1% at 23,481 points, with the latest gain expanding to over 300 points or 1.4%; the S&P 500 index opened up 32 points or 0.5% at 6,878 points. AI stocks rose, with NVIDIA (NVDA.US) up nearly 3%, Micron Tech (MU.US) up over 7%, and AMD (AMD.US) also rising 5%. Major tech stocks generally rose, with Alphabet (GOOG.US) continuing last year's upward trend, recently up nearly 3%; Apple (AAPL.US) and Amazon (AMZN.US) both up about 2%. Tesla (TSLA.US) saw a 16% drop in deliveries last quarter, which was below expectations, and its stock price rose about 2% before retreating. Chinese concept stocks performed well, with Baidu (BIDU.US) stock price rising nearly 12%, as its subsidiary Kunlun Chip confirmed its spin-off listing; Alibaba (BABA.US) rose over 4% ### Related Stocks - [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md) - [BABA.US - Alibaba](https://longbridge.com/en/quote/BABA.US.md) - [09988.HK - BABA-W](https://longbridge.com/en/quote/09988.HK.md) - [NVDA.US - NVIDIA](https://longbridge.com/en/quote/NVDA.US.md) - [BIDU.US - Baidu](https://longbridge.com/en/quote/BIDU.US.md) - [09888.HK - BIDU-SW](https://longbridge.com/en/quote/09888.HK.md) - [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 大摩 “暴力” 上调美光目标价至 450 美元：只要 AI 需求强劲，中国产能冲击、资本开支过热统统不是问题！ | 摩根士丹利将美光目标价从 350 美元大幅上调至 450 美元，较当前股价隐含约 28.6% 的上涨空间。分析师认为，存储芯片的供应短缺已经蔓延至每一个终端市场，定价权完全掌握在卖方手中。在 AI 超级周期的驱动下，传统的周期性估值框架已不 | [Link](https://longbridge.com/en/news/275604380.md) | | 春节 AI 大战只是表现？摩根大通：token 消耗量将进入高速增长期，五年或增长 370 倍！ | 摩根大通指出，春节期间的 AI 应用推广战只是表面现象，市场应关注消费者获取信息的结构性改变，这将推动 Token 消耗量进入高速增长期。预计 2025 年至 2030 年，中国 Token 消耗量年复合增长率将达 330%。投资者应关注 | [Link](https://longbridge.com/en/news/275448139.md) | | 引爆美股 “黑色星期四” 的导火索，是这家市值 600 万美元的 “小公司” | 前卡拉 OK 设备公司 Algorhythm Holdings 声称其 AI 物流平台可助客户在不增人手情况下将货运量扩大 300%-400%，引发 AI 颠覆传统行业担忧：周四物流板块重挫，罗素 3000 卡车运输指数跌 6.6%，CH | [Link](https://longbridge.com/en/news/275829680.md) | | 影响万亿资本的市场叙事争夺：一边是 “AI 颠覆一切”，一边是 “AI 回报不够” | 市场正陷入 “AI 颠覆一切” 与 “AI 回报不够” 的双重叙事博弈：前者引发对软件等 “受害者” 的恐慌性抛售（估值腰斩），后者则加剧对资本开支回报的严厉审视。资金正加速流向非美市场，韩国 KOSPI 创五年最佳单周表现，非美基金流入 | [Link](https://longbridge.com/en/news/275990693.md) | | 马云督战，千问剑指 “AI 入口” 高地 | 中式 AI 竞赛？ | [Link](https://longbridge.com/en/news/275113959.md) | --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.