沪强深弱格局延续，黄金板块逆势爆发！资源品成资金避风港？

Group 1 - The S&P 500 has reached a historical high, indicating that the U.S. stock market is characterized by a tendency to rise without significant corrections, while other indices are also expected to reach historical highs in the current global market environment [1] - Gold has transitioned from a traditional "safe-haven asset" to a substitute for currency credit, becoming a core asset to hedge against the weakening of the U.S. dollar's credit. The demand for gold has shifted from tactical to strategic [1] - The international gold price has increased nearly 13% at the beginning of 2026, surpassing the historical threshold of $5,100 per ounce, with the A-share gold sector benefiting from valuation recovery and positive earnings forecasts [1] Group 2 - The three major indices opened higher, but the majority of individual stocks declined, with strong performance in sectors such as precious metals and weak performance in sectors like aviation and home appliances [3] - The precious metals sector saw significant gains, with China Gold achieving four consecutive trading limit increases, and the spot gold price reaching a new historical high of $5,142 per ounce, up 2.6% [3] - The computing power leasing concept gained strength, with companies like Meiliyun hitting trading limits, indicating a shift in cloud computing pricing logic due to increased demand for AI computing resources [3] Group 3 - The Shanghai Composite Index opened higher but experienced fluctuations, with a notable divergence in stock performance, indicating a challenging market sentiment [5] - The ChiNext Index opened high but closed lower, suggesting that while the index appears stable, many individual stocks are struggling significantly [5] - The market is attracting substantial external capital, which may lead to accelerated index growth once regulatory pressures ease [5]