--- title: "U.S. Stock Market Preview | The three major stock index futures are mixed, with the market focusing on CES 2026: The AI bull market narrative continues to dominate the stock market" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/271652359.md" description: "On January 6th, U.S. stock index futures were mixed, with Dow futures down 0.13%, S&P 500 futures down 0.02%, and Nasdaq futures up 0.12%. Major European stock indices showed mixed performance, with Germany's DAX up 0.32% and the UK's FTSE 100 up 0.76%. The market is focused on CES 2026, with the AI bull market narrative continuing to dominate the stock market. NVIDIA and AMD showcased new AI technologies, indicating that the demand for AI computing power will continue to grow. Traditional automakers are facing obstacles in their transition to electric vehicles and are seeking AI technology as a new growth point" datetime: "2026-01-06T12:51:04.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/271652359.md) - [en](https://longbridge.com/en/news/271652359.md) - [zh-HK](https://longbridge.com/zh-HK/news/271652359.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/271652359.md) | [English](https://longbridge.com/en/news/271652359.md) # U.S. Stock Market Preview | The three major stock index futures are mixed, with the market focusing on CES 2026: The AI bull market narrative continues to dominate the stock market 1. As of January 6th (Tuesday) before the US stock market opens, the three major US stock index futures are mixed. As of the time of writing, Dow futures are down 0.13%, S&P 500 futures are down 0.02%, and Nasdaq futures are up 0.12%. ![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260106/1767703407265187.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) 1. As of the time of writing, the German DAX index is up 0.32%, the UK FTSE 100 index is up 0.76%, the French CAC40 index is down 0.44%, and the Euro Stoxx 50 index is down 0.22%. ![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260106/1767703348399879.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) 1. As of the time of writing, WTI crude oil is up 0.15%, priced at $58.41 per barrel. Brent crude oil is up 0.19%, priced at $61.88 per barrel. ![image.png](https://imageproxy.pbkrs.com/https://img.zhitongcaijing.com/image/20260106/1767703372103040.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg) ## Market News **From NVIDIA's Rubin leading the "AI Factory Era" to AMD's MI500 "Thousandfold Roadmap": The "AI Bull Market Narrative" continues to dominate the stock market.** At the opening event of CES in early 2026, facing global capital market concerns about the "AI bubble about to burst" and anxieties over the gradual failure of Moore's Law, Jensen Huang introduced a new cabinet-level AI GPU computing infrastructure platform named Vera Rubin, along with AMD CEO Lisa Su presenting the MI455X AI GPU, which boasts a tenfold performance improvement over the MI355X, and previewing the MI500 with a "maximum thousandfold performance leap," collectively sending a positive signal to global investors: the demand for AI computing power continues to show exponential expansion, and the construction of AI infrastructure is still in the early to mid-stage. **EV tide recedes, will autonomous driving take over? CES 2026 opens, automakers are betting on AI taking the wheel for the "next wave."** At this week's CES (Consumer Electronics Show) technology trade fair held in Las Vegas, the autonomous driving technology based on cutting-edge AI large models seems to dominate, with investors betting that artificial intelligence will inject vitality into a traditional manufacturing industry long troubled by slow core technology iteration, high investment costs, safety accidents, and regulatory scrutiny. Just as traditional automakers are hitting the brakes on their electric vehicle (EV) full transformation plans due to fierce competition and significant reductions in government low-carbon subsidies, a large number of suppliers and startup tech companies in the automotive industry are lining up to showcase their latest autonomous driving hardware and software platforms **The Venezuela incident did not shake the US stock market, but trading logic is accumulating risks for 2026.** For Wall Street bulls to achieve double-digit returns for the fourth consecutive year in 2026, many conditions need to align. The trade tensions between the US and its neighbors remain high, the economy shows signs of fatigue, interest rates are still high after three rate cuts, and the AI boom is far from a sure bet. Geopolitics is another major variable. Although the US military action in Venezuela did not impact the sentiment of its financial markets, the suddenness of this action reminds investors that in a world undergoing generational geopolitical changes, any trading logic could be vulnerable. So far, the raid to capture Venezuelan President Maduro has had a muted response on Wall Street. The S&P 500 index rose 0.6% on Monday, and oil prices edged up. Some safe-haven assets rose, particularly gold and US Treasuries. **Chevron (CVX.US) seizes the opportunity for Venezuela's oil reconstruction? Huge capital and political risks put US oil companies in a "high-risk game."** After the US launched a "decapitation" military operation against Venezuela last weekend, forcibly capturing President Maduro, President Trump called on US oil companies to rebuild Venezuela's energy sector. However, while this may sound easy, the execution is fraught with difficulties. According to the US Energy Information Administration (EIA), Venezuela has the largest proven oil reserves in the world, totaling 303 billion barrels. However, to restore the country's oil production to the peak of 3.5 million barrels per day reached in the 1990s, US oil giants will face a long and costly road. Arne Lohmann Rasmussen, Chief Analyst and Research Director at Global Risk Management, bluntly stated: "This is a high-risk area for oil company investments." **Ignoring multiple adverse factors, a Morgan Stanley executive remains bullish on the 2026 IPO and M&A market.** Despite multiple adverse factors facing the global economy and geopolitics, a Morgan Stanley executive expressed optimism about driving more initial public offerings (IPOs) and transactions this year. Matthieu Wiltz, Co-Head of Morgan Stanley's Europe, Middle East, and Africa (EMEA) region, stated in an interview on Tuesday: "Current market sentiment is positive, and we see a robust pipeline of projects in both M&A and IPO business lines. Market demand is strong—based on client feedback, they are indeed willing to enter the market and seize current opportunities." Compilation data shows that Morgan Stanley ranked third globally among IPO underwriters last year, and despite a temporary market stagnation following the announcement of US tariff policies in April, the total transaction volume for the year still grew by 47%. ## Individual Stock News **Locking in NVIDIA's mass production dividends: Supermicro (SMCI.US) expands Vera Rubin liquid cooling support.** During the CES exhibition in January 2026, Supermicro announced the expansion of its liquid cooling AI infrastructure support to accelerate the delivery of data center solutions tailored for NVIDIA (NVDA.US)'s Vera Rubin platform. On Monday local time, NVIDIA announced that its next-generation system—the successor to Grace Blackwell, the Vera Rubin platform—has entered full mass production, with Supermicro participating as one of its partners in infrastructure and storage **Microsoft (MSFT.US) acquires AI data engineering platform Osmos, deeply enhancing the Fabric platform ecosystem.** On January 5th local time, Microsoft (MSFT.US) announced the completion of its acquisition of Osmos. Osmos is an agent-based artificial intelligence data engineering platform focused on simplifying complex data workflows. The specific financial details of the acquisition have not been disclosed. However, it is clear that Osmos will be fully integrated into Microsoft's Fabric platform. Microsoft Fabric, as an AI-driven cloud analytics platform, can highly integrate multiple functions such as data integration, data engineering, data warehousing, and data science into a unified platform. **Intel (INTC.US) Panther Lake architecture computers debut at CES, can they regain lost market share?** At the Las Vegas Consumer Electronics Show (CES), Intel showcased laptops based on a new processor design, which is a key part of the chip manufacturer's strategy to regain market competitiveness. The chip giant announced on Monday that new laptops from major global computer manufacturers will soon be equipped with Intel processors using the Panther Lake architecture and advanced manufacturing processes. The company stated that consumer-grade laptops with the new chip are now available for pre-order and will be launched globally starting January 27th. Intel Senior Vice President Jim Johnson stated that the new generation of laptops will bring a leap in performance for consumers, especially in running artificial intelligence software. The company first revealed Panther Lake technology at an event last October. **Qualcomm (QCOM.US) enters the mid-range PC market: launches Snapdragon X2 Plus processor, challenging Intel and AMD.** Qualcomm, the world's largest mobile chip manufacturer, stated that it is further advancing its market layout as a core processor for personal computers. The company announced that its new X2 Plus processor is a streamlined version of its existing product line, aimed at becoming a key component for more affordable laptops. The chip manufacturer stated on Monday that it will offer two versions, one with 10 computing cores and the other with 6 computing cores. These cores utilize the updated third-generation Oryon design. Qualcomm claims that one of its biggest selling points is the integration of a powerful neural processing unit, which can accelerate AI software response times without excessive battery consumption. **Anheuser-Busch InBev (BUD.US) spends $3 billion to repurchase equity in U.S. metal can factories.** Anheuser-Busch InBev announced that it will repurchase 49.9% equity in its U.S. metal can factories from a consortium of institutional investors led by Apollo Global Management (APO.US) for approximately $3 billion. Anheuser-Busch InBev stated in a press release that the metal can factory business includes seven production facilities located in six states across the U.S., which is a key strategic component of the company's U.S. supply chain system. Anheuser-Busch InBev, which owns brands such as Budweiser and Bud Light, will use its own cash to complete this acquisition ## Important Economic Data and Event Forecast Beijing time 21:00: 2027 FOMC voting member and Richmond Fed President Barkin will deliver a speech. The next day at Beijing time 05:30: API crude oil inventory change (10,000 barrels) for the week ending January 2. 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