688047，6分钟垂直20%涨停！A股芯片板块，全线爆发

Market Overview - A-shares opened lower but rebounded, with technology stocks leading the gains, as the Sci-Tech 50 index surged over 4%, returning above 1500 points, marking a two-and-a-half-month high [1] - The ChiNext index also surpassed 3300 points, while the Shanghai Composite, Shenzhen Component, and North China 50 indices experienced strong upward movements, although overall market turnover showed a declining trend [1] Chip Sector - The chip sector continues to perform strongly, with various sub-sectors such as automotive chips, advanced packaging, storage chips, and MCU chips reaching historical highs [2] - Notable stocks include Longxin Zhongke (688047), which hit a 20% limit up within 6 minutes of opening, and Jianghua Micro, which achieved a limit up for the third consecutive day [2] Storage Chip Prices - Storage chip prices have been on the rise since September 2025, with DDR5 memory prices increasing over 300%, and the price of a single 256GB DDR5 server memory module exceeding 40,000 yuan [4] - Micron Technology reported a significant acceleration in storage chip shortages, driven by surging demand for high-end semiconductors due to AI infrastructure [4] - Morgan Stanley predicts a 50% price increase for traditional DDR4 memory in Q1, while Citigroup forecasts an 88% year-on-year increase in average DRAM prices by 2026 [4] Precious Metals - The precious metals sector saw a significant rise, with the index increasing over 5% to reach a historical high, and trading volume nearing the previous day's total [5] - Notable stocks include Hunan Silver, which has surged 97.11% this year, and other companies like Zhaojin Gold and Sichuan Gold also showing strong gains [5][6] Gold Prices - Gold prices have surged due to rising geopolitical tensions and trade frictions, with spot gold prices reaching a historic high of $4,846 per ounce [7] - UBS anticipates continued upward momentum for gold prices in the first half of the year, potentially reaching $5,000 per ounce if concerns about the independence of the Federal Reserve persist [7] - The precious metals sector attracted over 2.1 billion yuan in net inflows, with significant investments in stocks like Hunan Silver and Zhongjin Gold [7]