Group 1 - The global shortage of high-end memory chips is severely impacting major tech companies like Microsoft, Google, and Meta, leading to a supply chain crisis [3] - Companies are sending procurement executives to South Korea to negotiate with Samsung and SK Hynix, resulting in intense conflicts during negotiations [3] - The shortage has extended to the consumer electronics sector, with Apple paying a 230% premium to secure LPDDR5X chip supplies [3] Group 2 - The current gold futures are trading around 1016.58 yuan per gram, with a 0.78% increase, indicating a short-term bullish trend [1] - The main gold contract is operating within a high volatility range, maintaining a strong overall trend above key moving averages [4] - Technical indicators show a slight slowdown in bullish momentum, with initial resistance levels at 1015-1020 yuan per gram and support levels at 995-990 yuan per gram [4]
芯片荒激化巨头争沪金冲1023
Jin Tou Wang·2025-12-26 03:03