黄金、白银概念爆发
Zheng Quan Shi Bao·2025-06-06 04:59

Market Overview - The stock indices in the two markets maintained a narrow range of fluctuations, with resource stocks collectively rising, while the Hong Kong stock market showed overall weakness, with the Hang Seng Technology Index dropping over 1% [1] - As of the midday close, the Shanghai Composite Index slightly fell by 0.06% to 3382.11 points, the Shenzhen Component Index dropped by 0.18% to 10185.34 points, and the ChiNext Index decreased by 0.48% to 2038.87 points, with a total transaction volume of 763.2 billion yuan across the three markets [1] Resource Sector - Resource stocks, including non-ferrous metals, oil, coal, and chemicals, experienced a collective rise, with notable activity in pesticide stocks [1] - Su Li Co., Ltd. achieved a two-day limit-up, while Guangkang Biochemical hit a new high during the session [1] - Silver and gold concept stocks were active, with companies like Silver Nonferrous Metals, Zhongrun Resources, and Hunan Silver reaching their daily limit [1][5] Agricultural Chemicals - The agricultural chemicals sector saw a strong rally, with Su Li Co., Ltd. and Changqing Co., Ltd. both hitting their daily limit, and Guangkang Biochemical rising nearly 8% [2] - The price of 97% chlorantraniliprole was adjusted to 300,000 yuan per ton due to rising costs from upstream raw material supply constraints, marking an increase of over 40% compared to last year's market price low [4] Precious Metals - The precious metals sector, particularly gold and silver, is experiencing a breakthrough trend, supported by a favorable macroeconomic environment [7] - International silver prices have been rising, with spot silver prices breaking through $36 per ounce, and Bank of America projecting prices could reach $40 per ounce by the end of this year or early 2026 [6] Computing Power Sector - The computing power concept stocks surged, with Qingyun Technology and Nanling Technology both hitting their daily limit, and Youke De rising over 14% [8] - According to IDC, the domestic computing power scale is expected to reach 1,037.3 ELOPS by 2025, with a potential increase to 2,781.9 ELOPS by 2028, indicating a growing market despite some short-term oversupply issues [9]