A股冲高回落！白银期货大幅跳水 机器人概念股继续活跃

Market Overview - The market opened high but experienced a decline, with the three major indices falling back towards the end of the trading day [2] - Silver futures saw a significant drop, with the Shanghai Silver futures falling over 2% and retreating more than 12% from its peak [3] Commodity Performance - Lithium carbonate futures hit the limit down, while palladium and platinum futures also reached the limit down with a decline of 10% [4] - Spot silver prices fell below $75 per ounce, with a drop exceeding 3% [5] Factors Influencing Silver Prices - The decline in silver prices is attributed to profit-taking and progress in peace negotiations between Trump and Zelensky regarding the potential end of the Russia-Ukraine war [7] - Year-to-date, silver has increased by 181%, outperforming gold, driven by factors such as being recognized as a critical mineral, tight supply, low inventory, and rising industrial and investment demand [7] - Gold prices have also surged, up 72% this year, influenced by expectations of further rate cuts by the Federal Reserve, geopolitical tensions, strong central bank demand, and increased ETF holdings [7] Future Projections - Analysts suggest that if the next Federal Reserve chair adopts a dovish policy, gold could potentially reach $5,000 per ounce next year [7] - Silver may aim for $100 per ounce in 2026 if interest rates drop, industrial demand remains strong, and supply shortages persist [7] Stock Market Performance - The Shanghai Composite Index closed slightly higher, achieving a "9 consecutive days of gains" with a rise of 0.04%, while the Shenzhen Component and ChiNext Index fell by 0.49% and 0.66%, respectively [12] - A total of 1,995 stocks rose, while 3,332 stocks declined, indicating a mixed market sentiment [12] Sector Highlights - Robotics concept stocks remained active, with companies like Upwind New Materials and Buke Co., Ltd. hitting the daily limit up [14] - Commercial aerospace concept stocks continued to perform strongly, with multiple stocks reaching the daily limit up [16] - Digital currency concept stocks surged, with companies like Yuyin Co., Ltd. and Cuiwei Co., Ltd. hitting the daily limit up following the announcement of a new digital currency management framework by the People's Bank of China [18] Declines in Specific Sectors - The lithium battery sector faced significant declines, with companies like XWANDA and Hongyuan Pharmaceutical dropping over 10% [19]