This week, the Dow Jones Industrial Average fell by 4.65%, closing at 40,813.57 points; during the same period, the S&P 500 Index dropped by 4.31%, closing at 5,521.52 points; the Nasdaq also fell by 4.91%, closing at 17,303.01 points.

Among them, the top gainer in the US stock market this week is$Intel (INTC.US)$This week saw a cumulative increase of nearly 15%. The company's stock price rebound was driven by two bullish news: first, Intel's new CEO is set to take office, and second, Taiwan Semiconductor plans to lead the establishment of a joint venture to operate Intel's wafer plant.

According to reports, the former CEO of semiconductor software company Cadence Design Systems, Lip-Bu Tan, will join Intel as CEO, which has generated widespread optimism in the market. Bank of America stated that Lip-Bu Tan has a "successful track record" and that Cadence has previously collaborated with Intel, "We believe that under his leadership, Intel has a greater chance to reorganize and turn the situation around." Deutsche Bank analysts hold a similar view, stating that Lip-Bu Tan's appointment is an "ideal outcome" for Intel and emphasizing his extensive expertise in the "semiconductor ecosystem."

Additionally, according to Reuters citing informed sources, Taiwan Semiconductor is in contact with chip companies including NVIDIA, AMD, Broadcom, and Qualcomm, planning to establish a joint venture to operate Intel's wafer fabs, with Taiwan Semiconductor holding 50% of the joint venture. Notably, this plan has the support of the Trump administration, as the US government seeks to involve Taiwan Semiconductor in efforts to save Intel, which means that any final arrangements will need to be approved by US regulators. Bank of America analysts believe that such an arrangement "may help Intel in its potential transformation efforts under the new CEO's leadership."

For two consecutive months, it has secured first place in the delivery volume among new forces, with the G6 achieving over 5,000 orders in just 7 minutes after its launch.$XPeng (XPEV.US)$This week, it has accumulated a rise of over 7%, with an overall increase of over 114% this year.

Last night, at the 2025 Xiaopeng Motors Spring Launch Conference, Xiaopeng Motors unveiled the all-new Xiaopeng G6 and G9 global vehicles; among them, the Xiaopeng G6 achieved over 5,000 orders in just 7 minutes, with the potential to become a bestseller. Company CEO He Xiaopeng stated that in 2025, Xiaopeng Motors will enter 60 countries and regions; this year, the company's investment in computing power is several billion yuan, and Xiaopeng prefers to save costs to 'compete on computing power' to meet user needs over a 10-year period.

Xiaopeng Motors previously announced February 2025 sales figures, revealing that in February, the delivery volume reached 30,453 vehicles, a significant year-on-year increase of 570%, securing first place in the delivery volume among new forces for two consecutive months. From January to February 2025, the company delivered a total of 61,000 new vehicles, a year-on-year increase of 375.2%. CITIC SEC pointed out that Xiaopeng demonstrates stability beyond seasonal fluctuations, with strong deliveries backed by comprehensive improvements in the company's organizational capabilities, and the resonance of model cycles and profit improvement in 2025, accelerating the implementation of smart driving functions.

Additionally, Xiaopeng Motors' earnings report will be released next Tuesday (March 18), and the market generally expects Xiaopeng Motors to achieve revenue of 161.53 million RMB, an increase of 23.77% year-on-year. Goldman Sachs' research report released in February predicts that Xiaopeng Motors' Q4 revenue will increase by 23% year-on-year to 16 billion yuan; the non-GAAP net loss is expected to widen by 24% year-on-year to 1.4 billion yuan, increasing by 12% quarter-on-quarter.

Most energy stocks rose.$ConocoPhillips (COP.US)$、 $Expand Energy (EXE.US)$ This week has accumulated nearly a 6% increase. $Venture Global (VG.US)$ Rising over 5%, $ONEOK Inc (OKE.US)$ 、 $Energy Transfer (ET.US)$ Increased by more than 4%.

The current global market is shrouded in a risk-averse atmosphere, with a significant increase in investors' defensive demand for asset allocation. Goldman Sachs recently released an in-depth research report on Energy and Mining, recommending related symbols to help cope with US stock fluctuations.

Goldman Sachs stated that in the market environment characterized by fluctuations in crude oil prices, the advantages of integrated energy giants and refiners' sector are gradually becoming apparent. Companies in this sector typically possess strong balance sheets, which endow them with greater resilience to market turmoil. Chevron is the recommended symbol by Goldman Sachs in this sector. Furthermore, if oil prices rebound, symbols with moderate beta coefficients such as Canadian Natural Resources and ConocoPhillips may have potential upside.

Goldman Sachs also pointed out that some exploration and production (E&Ps) companies have successfully built defensive systems through strict cash flow management and effective hedging strategies. Expand Energy is the recommended symbol by Goldman Sachs in the exploration and production sector, as the company is not only defensive but also has growth potential, with a target price of 121 dollars.

On the other hand, the following Stocks performed weakly this week:

Editor/jayden