2 1 Shi Ji Jing Ji Bao Dao·2025-10-08 14:48Group 1: Gold and Precious Metals - Gold stocks rose, with Hecla Mining, Alamos Gold, Kinross Gold, and Harmony Gold increasing over 3% as spot gold surpassed $4040 and New York futures crossed $4070 per ounce, gaining 1.66% in a single day [1] - Notable investor Ray Dalio recommended an overweight position in gold, suggesting that investors should consider allocating 15% of their portfolios to gold due to its superior safe-haven properties compared to the US dollar [3] Group 2: Technology Sector - Major US tech stocks, including Nvidia and AMD, experienced significant gains, with Nvidia rising over 2% [5] - Nvidia's CEO confirmed an investment in Elon Musk's startup xAI, expressing excitement about the deal and a desire to invest more [7] - AMD surged nearly 5% following a Morgan Stanley report indicating a partnership with OpenAI, where AMD is expected to hold up to 10% equity and collaborate on AI chip development, with an investment exceeding $100 billion planned over several years [7] Group 3: Chinese Stocks - Popular Chinese stocks mostly rose, with the Nasdaq Golden Dragon China Index increasing by 0.16%, and notable gains from companies like Zeekr, Netease, NIO, and Miniso, all rising over 2% [9] Group 4: Market Trends and Analysis - Historical data shows that the Shanghai Composite Index has fluctuated in performance around the National Day holiday, with mixed results over the past decade [11][12] - The probability of sector gains post-National Day is generally above 50%, particularly in the computer, communication, and electronics sectors, while banking and automotive sectors also show strong performance potential [14]