美股今夜看点 | 特朗普启动120亿关键矿产金库计划，黄金股狂跌原油重挫，三大股指期货齐跌

Market Overview - US stock index futures are all down, with Dow futures down 0.06%, S&P futures down 0.28%, and Nasdaq futures down 0.54% [1] - Major European stock indices are all up, with the Euro Stoxx 50 up 0.36%, FTSE 100 up 0.58%, CAC 40 up 0.47%, and DAX 30 up 0.69% [1] - WTI crude oil is down 4.72% at $62.13 per barrel, and Brent crude is down 4.47% at $66.22 per barrel [1] - Gold prices are up 1.12% at $4798.4 per ounce [1] Market News - Trump plans to initiate a strategic critical mineral reserve program with an initial funding of $12 billion, named the "Treasury Plan," which combines private capital with loans from the US Export-Import Bank for procurement and storage of minerals, including rare earths [1] - Retail investor enthusiasm has driven up precious metal prices, but the market is experiencing significant volatility, with retail positions fluctuating [1] - International spot gold is under selling pressure, and silver price fluctuations are attracting market attention, with expectations of an interest rate hike from the Reserve Bank of Australia [1] - JPMorgan Private Bank views the recent gold price movement as a healthy technical correction, raising the gold price target for the end of 2026 to $6150 per ounce [1] - The Chicago Board Options Exchange volatility index has reached a near two-week high, up 2.2 points to 19.64 [1] Company-Specific News - General Motors is participating in Trump's critical mineral strategic reserve plan, with a meeting scheduled between Trump and GM CEO Mary Barra [1] - SK Hynix expects a more than 30% increase in average NAND flash memory prices by Q4 2025, with a projected year-on-year demand growth in NAND of high double-digit percentages [1] - SanDisk anticipates a slight increase in NAND shipment capacity and a 35% rise in average prices by Q4 2025 [1] Economic Data and Events - The US Export-Import Bank's board is set to vote on a $10 billion, 15-year loan for Trump's critical mineral plan later on Monday [1] - Trump plans to meet with GM CEO Mary Barra and mining billionaire Robert Friedland [1] - The Reserve Bank of Australia is expected to raise interest rates on Tuesday, with the market pricing in this expectation [1]