大国放大招，交割日要注意了

Group 1 - The core viewpoint of the article highlights an impending price surge in products like computers and cars due to significant increases in upstream costs, particularly in memory prices [2][4] - Major memory manufacturers, Samsung and SK Hynix, have significantly influenced the stock market, with South Korea's market rising by 75% last year, compared to an 18% increase in another market [4] - The price of computer components, especially memory, has surged over threefold, leading to price increases for major brands [6] Group 2 - Precious metals have also seen remarkable price increases, with silver rising by 157% last year, outpacing gold [6][10] - Factors contributing to the surge in silver prices include a decline in the dollar, insufficient silver production, and a booming arbitrage trading environment [10][11] - Major silver mines have ceased production, exacerbating supply issues, with notable mines in Peru and Mexico facing operational challenges [9][10] Group 3 - The arbitrage trading phenomenon is driven by significant price discrepancies between New York futures and Shanghai spot prices, creating lucrative opportunities for traders [11] - The recent classification of silver as a strategic material, similar to rare earth elements, is expected to reduce international market supply by approximately 20%, intensifying price pressures [12][13] - Industrial demand for silver is projected to exceed 60% by 2025, with critical applications in solar energy, batteries, and electric vehicles, highlighting its strategic importance [13]