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Market Overview - The US stock market saw all three major indices rise, with the Dow Jones and S&P 500 reaching historical highs, closing at 49,462.08 points and 6,944.82 points respectively, marking increases of 0.99% and 0.62% [2] - The semiconductor sector experienced a strong rally due to a shortage of storage chips driven by the AI boom, with Micron Technology leading the performance [2] - Silver prices surged, with spot silver rising by 6.18% to $81.3187 per ounce, while COMEX silver futures increased by 6.00% to $81.260 per ounce [2] Commodity Market - Domestic commodity markets saw widespread gains, with coking coal up by 5.61%, glass by 4.53%, and pure alkali by 4.15% [4] - Nickel futures in Shanghai hit the limit up, with the main contract closing at 147,720 yuan per ton, reflecting a significant increase [9] - The API reported a decrease in US crude oil inventories by 2.766 million barrels, while gasoline and distillate inventories saw increases of over 4.4 million barrels and 4.926 million barrels respectively [5][6] Nickel Market Dynamics - The recent surge in nickel prices is attributed to Indonesia's decision to cut its nickel ore production quota significantly, reducing the target from 379 million tons to 250 million tons by 2026, a 34% decrease [11] - The global nickel market is currently in a state of oversupply, despite the anticipated production cuts from Indonesia, as demand from the electric vehicle battery sector has not met expectations [12] - High inventory levels continue to exert downward pressure on prices, with LME nickel inventories at 254,000 tons, a multi-year high [12] Future Outlook for Nickel - The sustainability of the recent nickel price increase is uncertain, as the market is characterized by a complex situation of "expected tightening" versus "actual oversupply" [12] - The reduction in production quotas may not have an immediate impact, as existing quotas can still be utilized in the short term [13] - Long-term demand for nickel remains strong due to the global energy transition, but market volatility may increase until inventory levels are fully absorbed [14]