Group 1 - Major companies are increasing investments in nuclear fusion power, which will impact the nuclear fusion, shoreline energy storage, and photovoltaic or green energy sectors [1] - The A50 index rose nearly 1% on Friday, indicating improved market sentiment, with expectations of a likely high opening on Monday [1] - The third-quarter report of the technology company Hanwang shows revenue of 1.727 billion, a year-on-year increase of 1332.52%, and a net profit of 567 million, a year-on-year increase of 391.47% [1] Group 2 - The recent drop in spot gold and silver prices has led to bearish sentiment, but this is viewed as an opportunity rather than a risk [2] - The core logic behind the recent cycle of price increases is driven by inflation and potential interest rate cuts by the Federal Reserve [2] - The demand for copper, aluminum, and silver is expected to rise due to advancements in AI technology [2]
和讯投顾吴青宇:情绪有所好转,有色维持上涨核心逻辑不变
Sou Hu Cai Jing·2025-10-20 02:33