黄金，历史新高！

Market Performance - A-shares continued strong performance with the Shanghai Composite Index reaching a high of 3879.05 points during the session, closing at 3862.65 points, up 0.12% [1] - The Shenzhen Component Index and the ChiNext Index rose by 0.11% and 0.55%, respectively [1] Gold Market - The precious metals sector saw significant gains, with international gold prices reaching new highs; COMEX gold futures peaked at $3552 per ounce, marking a year-to-date increase of approximately 35% [4][5] - London spot gold prices also rose, reaching $3486.16 per ounce, just shy of the historical high of $3500 from April 22 [5] - Domestic gold futures in China saw a rise of over 2%, hitting a new high of 802 yuan per gram [5] - Major stocks in the gold sector, such as Western Gold and Xiaocheng Technology, saw substantial increases, with Western Gold hitting the daily limit [5][6] AI Computing Sector - The AI computing sector exhibited mixed performance; stocks like Xuanji Information and Liyang Chip reached daily limits, while Cambrian Technology experienced a decline of nearly 3% [3][9] - Cambrian Technology's stock fluctuated significantly, dropping over 8% at one point but stabilizing to a decrease of 2.98% by midday [11] - Reports indicated that Alibaba's procurement rumors regarding Cambrian Technology were unfounded, but the company continues to advance its AI chip development [13] Alibaba's Market Activity - Alibaba's stock surged over 16% in Hong Kong, with a market capitalization increase of approximately 400 billion HKD, reaching a total market value of 2.59 trillion HKD [14] - The company reported a revenue of 247.65 billion yuan for Q1 of the 2026 fiscal year, with a net profit of 43.12 billion yuan, reflecting a year-on-year growth of 76% [16] - Alibaba's investment in AI and cloud infrastructure reached 38.6 billion yuan, a 220% increase year-on-year, indicating a strong commitment to expanding its AI capabilities [16] Innovative Drug Sector - The innovative drug sector saw significant activity, with stocks like MicroPort Medical rising over 14% and achieving a year-to-date increase of over 109% [17] - The approval of 43 innovative drugs in the first half of the year, a 59% increase year-on-year, highlights the growing focus on drug development in China [17] - The Hang Seng Biotechnology Index has seen a year-to-date increase of over 101%, reflecting strong investor interest in the pharmaceutical sector [17]