Xin Lang Cai Jing·2026-01-30 04:37Group 1: Gold and Precious Metals Market - Spot gold first broke through the $5,500 per ounce mark, reaching close to $5,600, but subsequently fell below $5,200 [1][10] - The non-ferrous metals sector saw significant declines, with major players Zijin Mining and Luoyang Molybdenum dropping over 8% and 9% respectively, with Zijin Mining's stock hitting a low of 39.12 yuan [1][10] - The performance of the non-ferrous metals sector pressured the Shanghai Composite Index and Shenzhen Component Index, while the ChiNext Index rose due to gains in heavyweight stocks like CATL and Sungrow [1][10] Group 2: Consumer and Entertainment Sector - The film and cinema sector showed strong performance, with stocks like Hengdian Film and Happiness Blue Sea experiencing significant gains [4][12] - The sector is supported by favorable policies aimed at enhancing service consumption, as outlined in the State Council's recent work plan [12][14] - Upcoming major film releases for the 2026 Spring Festival are expected to drive market recovery, with a shift from single film support to a multi-film resonance [14] Group 3: AI and Optical Communication Sector - The North American computing power chain showed strong performance, with stocks like "Yizhongtian" and Tianfu Communication rising over 11%, reaching historical highs [7][15] - The demand for AI computing power is driving upgrades in the optical communication industry, with strong demand for high-speed optical modules [16] - Despite short-term supply gaps for high-speed optical chips, upstream manufacturers are actively expanding production, which is expected to alleviate supply chain bottlenecks [16]