深夜，飙涨，这一板块杀疯了

Group 1: Market Performance - The U.S. stock market indices opened lower but closed higher, with the S&P 500 rising by 0.3% to 6849.72 points, the Nasdaq Composite up by 0.17% to 23454.09 points, and the Dow Jones Industrial Average increasing by 0.86% to 47882.9 points, despite weak labor market data and concerns over Microsoft's AI product sales [1] - The S&P 500 index is only 71 points away from its high of 6920 points set on October 29, and just 21 points from its closing high of 6870 points [2] Group 2: Sector Performance - The recent surge in stock prices is being led not by large tech companies but by lithium carbonate giants such as Albemarle, Eli Lilly, and Boehringer Ingelheim [3] - The Nasdaq China Golden Dragon Index fell by 1.38%, with notable declines in stocks like NIO and XPeng, which dropped over 4%, and Li Auto and New Oriental, which fell over 3% [3] Group 3: Commodity Prices - Copper prices reached a historical high, with LME three-month copper prices rising by 2.59% to $11,435 per ton, and Shanghai copper futures surpassing 90,000 yuan per ton [4] - Tin prices also increased, with LME three-month tin rising by 3.45% to $40,385 per ton, and Shanghai tin futures up by 3.05% to 318,770 yuan per ton, marking the highest levels since May 2022 [6] - Spot silver rose by 0.27% to $58.59 per ounce, while spot gold increased by over 0.50% to $4,226 per ounce, and WTI crude oil rose by over 1% to $59.23 per barrel [7] Group 4: Copper Supply Dynamics - Morgan Stanley predicts that severe supply disruptions and global inventory mismatches could push copper prices to $12,500 per ton by mid-2026 [8] - LME data shows a significant increase in copper delivery requests, with a surge of 50,575 tons, the largest increase since 2013 [8] - The global copper supply chain is facing vulnerabilities due to factors such as stagnant production growth in Chile, delays in African projects, and export restrictions in Indonesia [9]