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刚刚,开盘跳水!
Zhong Guo Ji Jin Bao·2025-06-23 02:07

Market Reaction - Asian markets, particularly Japan and South Korea, experienced significant declines, with the South Korean composite index dropping over 1.6% before narrowing to a 1.14% decrease [2] - The Nikkei 225 index in Japan fell nearly 1% during trading, ultimately down 0.64% [4] Chip Sector Performance - The semiconductor sector in both Japan and South Korea saw widespread declines, with Samsung Electronics dropping over 2.8% [6] - Other notable declines included Samsung SDI and Hanmi Semiconductor, both down over 4%, and SK Hynix down over 3% [7] - In Japan, Kioxia Holdings fell over 6% amid reports of potential changes in U.S. export controls affecting major semiconductor manufacturers, including TSMC, Samsung, and SK Hynix [8] Gold Market Dynamics - Gold prices experienced a sharp decline after initially rising to $3,400 per ounce, reflecting a rapid drop in geopolitical risk premium [10] - Deutsche Bank indicated that the current decline in gold's geopolitical risk premium may be misleading, suggesting that gold could rebuild its risk premium in the coming weeks [11] - Citigroup analysts forecast that gold prices may peak between $3,100 and $3,500 per ounce in Q3 2023 before gradually declining to a range of $2,500 to $2,700 per ounce by the second half of 2026, representing a potential drop of 20% to 25% from current forward prices [11]