半导体龙头，大涨！创历史新高

Group 1: Market Overview - The Hong Kong stock market experienced fluctuations with three major indices retreating, where the Hang Seng Index fell by 0.61%, the Hang Seng China Enterprises Index decreased by 0.85%, and the Hang Seng Technology Index dropped by 1.2% [2] - The Hong Kong non-ferrous metals sector showed strong performance, with the Hong Kong Non-Ferrous Metals Concept Index rising by 2.42% [2] Group 2: Non-Ferrous Metals Sector - China Silver Group and Daye Nonferrous Metals both surged over 18%, while Tan Gold Mining and Hong Kong Silver Holdings increased by over 15% [2] - Guosen Futures predicts that precious metals will continue a strong trend into Q4 2025, driven by factors such as potential Fed rate cuts, evolving geopolitical risks, and physical demand support [2] Group 3: Semiconductor Sector - Hua Hong Semiconductor saw a rise of 5.03%, reaching a new historical high [3] - Goldman Sachs raised the target price for Hua Hong Semiconductor, citing expanding AI ecosystems as an opportunity for the semiconductor sector [4] Group 4: Gold Market - International gold prices continued to rise, reaching new historical highs, with COMEX gold up by 1.17% and London gold up by 1.13%, briefly surpassing $3930 per ounce [5] - Guojin Futures noted that gold and silver have seen consecutive weeks of increases, with significant cumulative gains and amplified short-term volatility [6]