华福证券表示，根据CME FedWatch工具，市场目前预期美联储9月维持利率不变的概率为8.9%，降息 25个基点的概率从75%提升至91.1%。从短期而言，鲍威尔超预期的鸽派发言打破了市场对美联储降息 路径不确定性和独立性缺乏的担忧，同时9月美联储降息将打开黄金向上的突破空间，黄金即将迎来新 一轮上涨周期。 中信建投证券认为，美联储青睐的通胀指标核心PCE温和上涨，稳定了市场对美联储在9月议息会议降 息的预期，特朗普解雇美联储理事库克的事件持续发酵，严重威胁着美联储独立性，美元走弱，激发黄 金货币属性与铜的金融属性，商品价格突破前高在即，打开权益标的上行空间。 黄金概念1日盘中大幅走高，截至发稿，晓程科技涨超10%，中国瑞林、盛达资源、西部黄金、湖南白 银等均涨停，湖南黄金、中金黄金等涨超6%。 央视新闻消息，当地时间8月22日，美联储主席鲍威尔在杰克逊霍尔全球央行年会上表示，当前形势暗 示就业增长面临下行风险，风险平衡点的变化可能要求调整政策。鲍威尔称，美联储对降息持开放态 度。 ...

Market Overview - The A-share market opened with all three major indices rising, with the Shanghai Composite Index up by 0.31%, the Shenzhen Component Index up by 0.61%, and the ChiNext Index up by 0.85% [1] Sector Performance - Gold stocks opened high, with Shengda Resources and Hunan Silver both rising over 7%, and Western Gold (601069) increasing by over 4%. International spot gold prices briefly touched $3,450 per ounce [1] - The semiconductor sector was active at the beginning of the trading session, with Tailin Micro and Liyang Chip hitting the daily limit up of 20%, and Huahong Semiconductor rising by over 12%. This activity followed the U.S. revoking the VEU exemptions for Samsung, SK Hynix, and Intel in China [1] - Alibaba-related stocks saw widespread gains, with Bojie Co. and Dataport (603881) hitting the daily limit up. Alibaba's capital expenditure investment in AI and cloud infrastructure reached 38.6 billion yuan in the last quarter [1]

Group 1 - The spot gold price has reached $3,470 per ounce, marking a new high since April [1] - The gold sector has shown strong performance, with several companies experiencing significant stock price increases [2] - Notable stock price increases include: - Kabu Gold (+9.99% to 21.91) - Hunan Silver (+7.08% to 5.91) - Zhongrun Resources (+5.13% to 9.17) - Xiaocheng Technology (+4.61% to 20.63) - Hunan Gold (+4.31% to 21.58) [3]

（文章来源：每日经济新闻） 每经AI快讯，9月1日，黄金概念股走强，西部黄金触及涨停，盛达资源、湖南白银、白银有色、潮宏 基涨超5%，中金黄金、招金黄金、华钰矿业、湖南黄金等跟涨。 ...

Group 1: Gold Sector Performance - The gold sector has shown strong performance, with West Mining reaching a limit-up increase of 9.99% to a price of 21.91 [2][3] - Other companies in the gold sector, such as Hunan Silver (+7.08% to 5.91), Zhongjin Gold (+4.20% to 16.66), and Shandong Gold (+43.42% to 34.50), also experienced significant gains [3][2] Group 2: Solid-State Battery Concept - The solid-state battery concept continues to perform well, with companies like Xian Dao Intelligent increasing by 15.04% to 40.78 and Hangke Technology rising by 14.80% to 29.55 [4][5] - De Xin Technology has achieved a consecutive limit-up increase of 10.02% to 22.62 [5] Group 3: Hong Kong Stock Market - The Hang Seng Index has risen over 2%, with the Hang Seng Technology Index increasing by more than 2.4% [6] - Notable performers include Alibaba, which surged by 16.42% to 134.70, and BYD Electronics, which increased by 7.04% to 44.08 [6] Group 4: Semiconductor Sector in Hong Kong - The semiconductor sector in Hong Kong has also seen gains, with companies like SMIC rising by 6.67% and Hua Hong Semiconductor increasing by over 5% [7] Group 5: A-share Market Opening - The A-share market opened positively, with the Shanghai Composite Index rising by 0.31% to 3869.75, and the Shenzhen Component Index increasing by 0.61% to 12773.22 [8][9] - The gold and storage chip concepts were particularly active, while dairy and liquor sectors showed weakness [8]

Core Viewpoint - The article highlights the strong performance of the gold sector and solid-state battery concept stocks, alongside a notable rise in the Hang Seng Index and semiconductor stocks in the Hong Kong market [3][6][9]. Group 1: Gold Sector Performance - The gold sector saw significant gains, with West Mining reaching a daily limit increase of 9.99%, and other companies like Hunan Silver and CICC Gold also experiencing substantial rises [4][5]. - Notable stock performances include Hunan Gold (+4.31%) and Shandong Gold (+3.42%) [4]. Group 2: Solid-State Battery Concept - The solid-state battery concept continued its strong momentum, with companies like Dexin Technology and Xianyan Intelligent seeing increases of over 10% [5]. - Key performers included Xianyan Intelligent (+15.04%) and Hangke Technology (+14.80%) [5]. Group 3: Hong Kong Market Overview - The Hang Seng Index rose over 2%, with the Hang Seng Technology Index increasing by more than 2.4% [6][8]. - Major stocks contributing to this rise included Alibaba (+16.42%) and HATH Electronics (+7.04%) [6]. Group 4: Semiconductor Sector - The semiconductor sector in Hong Kong also showed positive movement, with SMIC rising by 6.67% and Hua Hong Semiconductor increasing by over 5% [7].

黄金、存储芯片概念活跃，乳业、白酒概念走弱。 （持续更新中……） 09:42 黄金板块走强 西部黄金涨停，湖南白银、中金黄金、招金黄金、湖南黄金、晓程科技、山金国际等跟涨。 | 代码 | 名称 | 涨幅�. | 现价 | | --- | --- | --- | --- | | 601069 | 西部黄金 | +9.99% | 21.91 | | 002716 | 湖南白银 | +7.08% | 5.91 | | 000506 | 中润资源 | +5.13% | 9.82 | | 300139 | 喫程科技 | +4.61% | 20.63 | | 002155 | 湖南黄金 | +4.31% | 21.58 | | 600489 | 中金黄金 | +4.20% | 16.66 | | 000975 | 山金国际 | +3.92% | 20.43 | | 600547 | 山东黄金 | +3.42% | 34.50 | | 002237 | 恒邦股份 | +3.33% | 13.02 | | 6009888 | 赤峰黄金 | +3.08% | 26.78 | 09:37 固态电池概念延续强势 德新科技2连板，先 ...

Group 1 - The company has completed the acquisition of 100% equity in Xinjiang Meisheng Mining Co., Ltd. [1] - The transaction price for the acquisition was 1,655.12 million yuan [1] - The company has received notification that Xinjiang Meisheng has completed the industrial and commercial change registration [1]

证券代码：601069 证券简称：西部黄金 公告编号：2025-063 西部黄金股份有限公司关于收购资产完成 股权交割及工商变更登记的公告 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈 述或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 一、交易概述 西部黄金股份有限公司（以下简称"公司"或"西部黄金"）于 2025 年 5 月 7 日与控股股东新疆有色金属工业(集团)有限责任公司（以下简称"新疆有色"） 签署了《现金购买资产协议》，具体内容详见上海证券交易所网站（http://www. sse.com.cn）《西部黄金股份有限公司关于拟现金收购新疆美盛 100%股权暨关联 交易的提示性公告》（公告编号：2025-027）。2025 年 6 月 12 日，公司与新疆有 色签署了《现金购买资产协议之补充协议（一）》，具体内容详见上海证券交易所 网站（http://www.sse.com.cn）《西部黄金股份有限公司关于现金收购新疆美盛 100%股权暨关联交易的公告》（公告编号：2025-036）。2025 年 7 月 24 日，公司 与新疆有色签署了《现金购买资产协议之补充协议 ...

Core Viewpoint - The precious metals sector experienced a significant increase of 2.41% on August 29, with Zhongjin Gold leading the gains [1] Group 1: Market Performance - The Shanghai Composite Index closed at 3857.93, up 0.37% [1] - The Shenzhen Component Index closed at 12696.15, up 0.99% [1] - Major stocks in the precious metals sector showed notable price increases, with Zhongjin Gold rising by 4.58% to a closing price of 15.97 [1] Group 2: Stock Performance - Zhongjin Gold (600489) closed at 15.97, up 4.58%, with a trading volume of 1.818 million shares and a transaction value of 2.888 billion [1] - Western Gold (601069) closed at 19.92, up 4.46%, with a trading volume of 375,400 shares and a transaction value of 737 million [1] - Chifeng Gold (600988) closed at 25.97, up 3.55%, with a trading volume of 954,900 shares and a transaction value of 2.465 billion [1] Group 3: Capital Flow - The precious metals sector saw a net inflow of 85.7266 million in main funds, while retail investors experienced a net outflow of 76.4386 million [3][4] - Major stocks like Hunan Silver (002716) had a net inflow of 131 million from main funds, while Sichuan Gold (001337) saw a slight net outflow of 233,500 [4] Group 4: ETF Information - The gold stock ETF (product code: 159562) tracks the CSI Hong Kong-Shenzhen Gold Industry Stock Index and has seen a recent five-day change of 0.71% [6] - The ETF's current price-to-earnings ratio is 21.45, with a recent net outflow of 1.708 million from main funds [6]