A股盘前播报 | 关税冲击再起叠加地缘局势升级！原油、金银集体大涨

Group 1: Macroeconomic Impact - The U.S. plans to increase tariffs on imported steel from 25% to 50%, prompting the EU to prepare countermeasures [1] - The geopolitical situation escalates as Ukraine reportedly destroys 41 Russian strategic bombers, raising market risk aversion [1] - WTI crude oil futures rose by 2.85%, while COMEX gold and silver futures increased by 2.74% and 5.76%, respectively [1] Group 2: Automotive Industry - The China Association of Automobile Manufacturers (CAAM) advocates for fair competition principles among automotive companies to prevent market monopolization [2] - The Ministry of Industry and Information Technology (MIIT) emphasizes the need to address "involution" competition in the automotive sector to optimize industry structure [2] Group 3: Cryptocurrency and Digital Finance - Hong Kong's Stablecoin Regulation officially becomes law, leading to a significant rise in cryptocurrency-related stocks [3] - Notable stock increases include a 64% rise for LianLian Digital and over 41% for OKLink, indicating a positive market sentiment towards digital finance [3] Group 4: Strategic Metals and AI Development - Domestic breakthroughs in AI models and computing power are expected to drive the development of the AI industry and related sectors [10] - The military drone sector is anticipated to grow significantly due to the increasing importance of drones in modern warfare [11] - Recent actions against illegal outflow of strategic minerals are expected to support the prices of strategic metals, with a focus on rare earth elements [12]