崩了！黄金创12年来最大单日跌幅；工信部积极打造算力标准体系 产业链面临重大机遇——《投资早参》

Market Performance - The three major US stock indices closed mixed, with the Dow Jones up 0.47%, the S&P 500 flat, and the Nasdaq down 0.16%, marking a new historical high for the Dow [1] - The Philadelphia Gold and Silver Index fell sharply by 9.57% [1] - Major tech stocks showed mixed performance, with Amazon rising over 2%, while Google and Tesla fell over 1% [1] - General Motors surged nearly 15%, achieving its best single-day performance in five years, while Beyond Meat soared over 146%, with a cumulative increase of about 600% over three trading days [1] - The Nasdaq China Golden Dragon Index declined by 0.97% [1] Commodity Prices - International gold and silver prices fell significantly, with spot gold dropping 5.31% to $4124.36 per ounce, marking the largest single-day decline since April 2013 [2] - Spot silver decreased by 7.11% to $48.67 per ounce, also recording its largest drop since 2021 [2] - COMEX gold futures fell by 5.07% to $4138.5 per ounce, while COMEX silver futures dropped 6.27% to $48.16 per ounce [2] - International oil prices rose, with West Texas Intermediate crude up 0.98% to $57.58 per barrel and Brent crude up 1.0% to $61.62 per barrel [2] - European stock indices closed slightly higher, with Germany's DAX up 0.29%, France's CAC40 up, and the UK's FTSE 100 up 0.25% [2] Industry Insights - The Ministry of Industry and Information Technology of China is developing the "Computing Power Standard System Construction Guide (2025 Edition)" with plans to revise over 50 standards by 2027 to promote the construction of a computing power standard system [3] - The computing power market in China is expected to exceed 200 billion yuan by 2025, with a projected scale of over 300 EFLOPS, and smart computing power's share rising to 35% [4] - The Guangdong Provincial Government has issued an action plan for AI-enabled high-quality development in manufacturing, focusing on industrial software and intelligent equipment [4] - The development of helium refrigeration machines by Henan Zhongke Qingneng Technology Co., Ltd. has successfully filled a gap in China's nuclear fusion field, providing support for major scientific infrastructure [5][6] Concept Stocks - Key concept stocks in the computing power sector include Tongyou Technology, Yuanjie Technology, and Langke Technology [4] - In the AI-enabled manufacturing sector, notable stocks include Maijie Technology, Saiyi Information, and Hand Information [5] - In the nuclear fusion sector, relevant stocks include Jindun Co., Ice Wheel Environment, and Xue Ren Group [7]