刚刚，跳空高开，白银大涨！突然宣布：降息100个基点

Group 1: Silver Market Dynamics - The Shanghai silver futures main contract surged over 5%, closing at 18,131 yuan per kilogram, while international spot silver opened at a record high of $73.7 per ounce, marking a significant increase [1] - Year-to-date, the spot silver price has risen nearly 150%, with a key breakout in August signaling a bullish trend, supported by momentum indicators reaching their highest levels since 2011 [3] - The ongoing AI boom is expected to sustain demand for silver in the electronics sector, with a positive outlook for the silver market through 2026 [3] Group 2: Fund Management and Investment Strategies - The Guotai Asset Management announced a limit on daily subscriptions for its silver fund to 100 yuan starting December 29, down from a previous limit of 500 yuan [6] - The fund's secondary market price has significantly exceeded its net asset value, with a premium reaching nearly 70%, prompting concerns about potential losses for investors [10] - The recent surge in the Guotai silver fund's price has attracted attention on social media, leading to discussions about arbitrage opportunities [12] Group 3: Nickel Market Developments - Indonesia is reportedly considering a significant reduction of 34% in its nickel production quota for 2026, which could indicate a major shift in resource management and market regulation [13] - The Shanghai nickel futures experienced volatility, with a decline of 1.22% in the main contract, influenced by market sentiment and profit-taking [14] - Analysts suggest that the nickel market remains oversupplied globally, and future price movements will depend on Indonesia's policy decisions and production cost changes [15]