午评：沪指上涨0.12% 贵金属概念股领涨

Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index up 0.12% at 4141.01 points, while the Shenzhen Component Index and the ChiNext Index fell by 0.74% and 0.86%, respectively [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.24 trillion yuan, an increase of 347.8 billion yuan compared to the previous trading day [1] Sector Performance - The precious metals, mining, jewelry, insurance, scarce resources, non-ferrous metals, and oil sectors led the gains, while sectors such as space station concepts, Beidou navigation, satellite internet, 6G concepts, sapphire, and robotic actuators underperformed [1][2] - The non-ferrous metals sector continued its strong performance, with gold concepts leading the gains, including stocks like Sichuan Gold and Hunan Gold hitting the daily limit [2] Institutional Insights - Huatai Securities noted that small-cap stocks performed well amid differentiated capital sentiment, with a focus on the elasticity of capital and future rotation directions [4] - CITIC Securities highlighted that the recent statements from the central bank suggest there is still room for monetary policy easing, which could enhance the attractiveness of bank stocks [5] Policy Developments - A new policy aimed at accelerating the cultivation of new growth points in service consumption is set to be released, focusing on supporting new business models and improving service quality [7] Commodity Prices - Spot gold has surpassed $5000 per ounce for the first time, while silver and palladium also saw significant price increases [8]