Sou Hu Cai Jing·2025-06-12 10:38Group 1 - The three major indices showed volatility, with the Shanghai Composite Index up 0.01%, Shenzhen Component down 0.11%, and ChiNext up 0.26%. The total trading volume in the two markets was approximately 1.27 trillion yuan [2] - Precious metals sector performed well, with notable increases in stocks such as Xiaocheng Technology (300139.SZ), Western Gold (601069.SH), Chifeng Gold (600988.SH), and Shandong Gold (600547.SH) [2] - The U.S. May CPI data was below expectations, with core CPI rising only 0.1%. This led to renewed calls from Trump for the Federal Reserve to cut interest rates by 100 basis points [2] Group 2 - Minsheng Securities indicated that the central bank's gold purchases and weakened dollar credit are key themes, with ongoing global trade concerns and escalating geopolitical conflicts expected to support rising gold prices [3] - The IP concept and millet economy showed significant strength, with stocks like Aoya Co. (300949.SZ) rising 20% and Chaohongji (002345.SZ) up 8.6% [3] - The beauty and personal care sector is emerging, with companies like Huaye Fragrance (300886.SZ) up 20% and Lafang Cosmetics (603630.SH) up 10% [3] - Guotai Junan released a strategy report highlighting four core trends in the cosmetics industry: innovation in personal care products, breakthroughs in ingredient technology, rising emotional consumption, and the continuation of affordable consumption [3] Group 3 - The CPO sector performed well, with stocks like Zhongji Xuchuang (300308.SZ) up 7.43%. The demand for computing power is expected to grow exponentially due to the rapid development of generative AI [4] - The global market for 400G+ optical modules is projected to expand at a compound annual growth rate of 28%, reaching a market size of over $12.5 billion by 2029 [4] - The CPO industry chain includes optical modules, communication equipment, data centers, and cloud computing, with expectations for continued strong performance in the second half of 2025 [4] Group 4 - Some semiconductor concepts weakened, with stocks like Shengke Communication (688702.SH) dropping over 7% [5]