Market Dynamics - Precious metals experienced a sharp decline, with gold dropping over 4% and silver falling over 11%, reflecting ongoing market concerns about the disruptive impact of AI [1] - WTI crude oil futures fell by 2.77% to $62.84 per barrel, while Brent crude dropped by 2.71% to $67.52 per barrel, amid geopolitical tensions regarding Iran [1] Corporate Developments - China Shenhua's acquisition plan to purchase assets from its controlling shareholder has been approved, with a transaction value of approximately 133.6 billion yuan, and the company's market capitalization reaching 845.6 billion yuan [2] - Co-creation Data announced a procurement contract for servers worth up to 11 billion yuan, which will account for over 50% of the company's latest audited net assets [2] - OpenAI launched its new AI model, GPT-5.3-Codex-Spark, based on Cerebras Systems chips, aiming to compete in the AI programming assistant market [2] Investment Trends - Southbound funds recorded a net inflow of approximately 4.567 billion HKD, with over 50 billion HKD invested in ETFs this year, indicating strong interest in Hong Kong stocks [5] - Korean investors have shown significant interest in Hong Kong stocks, with notable purchases in various ETFs and tech companies [6] Industry Insights - The construction machinery sector is witnessing a recovery, with excavator sales increasing by 49.5% year-on-year, indicating improved economic activity and infrastructure investment [9] - The solid-state battery industry is accelerating, with major automakers planning to launch models using this technology by 2026-2027, potentially leading to a market size exceeding $120 billion by 2030 [10] Technological Advancements - A research team from Peking University has developed a high-performance quantum key distribution network, showcasing advancements in quantum technology [14] - Samsung Electronics has begun delivering its latest HBM4 chips, becoming the first company to mass-produce this technology [15]
贵金属闪崩，美股全线大跌！白宫称希望美伊“一个月左右”达成协议，千亿元级央企重组项目进展火速