深夜，中国资产暴涨，又一概念涨疯了

Market Overview - US stock market experienced a broad rebound driven by Trump's softened trade stance and ongoing AI capital expenditure surge, with major indices closing significantly higher: Dow Jones up 1.29%, S&P 500 up 1.56%, and Nasdaq up 2.21% [1] - Popular tech stocks saw substantial gains, with Broadcom rising over 9%, Tesla and Oracle over 5%, Google over 3%, and Nvidia over 2% [1] - The Nasdaq Golden Dragon China Index rose 3.21%, with notable increases in Chinese stocks such as Century Internet up over 10%, NIO up 7%, and Alibaba and JD.com up over 4% [1] Trade Policy Impact - Trump's recent comments suggested a potential cancellation of new tariffs on Chinese goods, alleviating market concerns about trade risks [2] - Wolfe Research noted that while trade policy uncertainty remains, Trump's statements provided temporary relief for investors, encouraging buying opportunities [2] Precious Metals Performance - Silver prices surged nearly 80% year-to-date, with spot silver breaking the $52 per ounce mark, reflecting a significant increase in demand [3][4] - Gold prices also reached new highs, with spot gold surpassing $4100 per ounce, marking a year-to-date increase of over 56% [2][4] - Analysts from CPM Group and Standard Chartered indicated that the current price surge in precious metals is likely to be sustained, although short-term corrections may be healthy [4] Supply and Demand Dynamics - The silver market has been experiencing a supply shortage since 2020, with demand driven by increased usage in solar panel manufacturing, which has doubled over the past decade [5] - Citigroup raised its short-term silver price target from $45 to $55 per ounce, highlighting the smaller market size of silver compared to gold, which leads to amplified price volatility [5]