探底回升后回到中轴附近，有布局有调仓

Market Performance - The Shanghai Composite Index increased by 0.49% and the Shenzhen Component Index rose by 0.09%, while the ChiNext Index fell by 0.37% at midday [1] - Over 3,500 stocks in the two markets experienced gains, with a total trading volume of 1.93 trillion yuan [1] Precious Metals Sector - Precious metals saw a significant rise, with an increase of 10.26% at midday, including stocks like Xiaocheng Technology hitting the daily limit, and companies such as Hengbang Shares, Zhaojin Gold, and Sichuan Gold also reaching the daily limit [3] - Other sectors such as mining, jewelry, gold concepts, non-ferrous metals, and scarce resources followed closely, all with gains exceeding 4% [3] Solar Equipment Sector - The solar equipment sector opened lower and fell by 2.74% at midday, with companies like High Measurement Shares dropping by 8.1%, and others such as Maiwei Shares, Oriental Sunrise, and Zerun New Energy experiencing declines over 7% [3] - Related sectors including virus prevention, recombinant proteins, biological products, and medical devices also saw declines exceeding 2% [3] Commodity Prices - Spot gold prices surpassed 5,200 USD per ounce for the first time, with a year-to-date increase of over 20% [3] - A large winter storm has caused natural gas prices in the U.S. to surge, reaching a three-year high [3] - Several gold jewelry brands have significantly raised their prices, with Laofengxiang's price reaching 1,620 yuan per gram [3]