黄金，历史新高！半导体两大龙头，历史新高！

Market Overview - The Hong Kong stock market experienced a pullback, with the Hang Seng Index down by 0.67% and the Hang Seng Tech Index down by 1.1% [1] - Strong performance was noted in sectors such as non-ferrous metals, chemicals, medical devices and services, steel, and construction [3] Non-Ferrous Metals Sector - The non-ferrous metals sector saw significant gains, with Tan Gold Mining rising over 40% and Shenglong International and Ximei Technology both increasing by over 20% [3] - The sector continued to perform well in the afternoon session [3] Gold Market - International gold prices reached a new historical high, with London spot gold surpassing $3940 per ounce, marking an increase of over 50% year-to-date [5] - Hong Kong gold stocks also performed strongly, with Shandong Gold rising over 5%, Chifeng Jilong Gold increasing by over 4%, and Zijin Mining up by over 2% [6] Semiconductor Sector - The semiconductor sector saw a rise in stock prices, with Huahong Semiconductor closing up by 4.57% and SMIC recovering from an early drop to close up by 0.17%, both reaching historical highs [6] - Goldman Sachs raised the target prices for SMIC and Huahong Semiconductor to HKD 117 per share, up from previous targets of HKD 95 and HKD 87 respectively [6] AI and Storage Demand - China Galaxy Securities indicated that the construction of AI data centers is driving demand for storage devices, which in turn is boosting equipment demand [7]