险情绪推动金银价格再创新高

Core Insights - The report highlights the rising tensions in US-EU relations due to Trump's strong statements regarding Greenland, which have led to increased risk aversion and subsequently pushed gold and silver prices to new highs [3] - The report notes that US pharmaceutical companies have threatened to halt new drug supplies to Europe unless prices are increased, indicating potential disruptions in the pharmaceutical supply chain [3] - The IMF has raised its economic forecasts for China and the global economy for 2026, projecting China's GDP to exceed 140 trillion yuan in 2025, with a year-on-year growth of 5% [3] Economic Data - The Baltic Dry Index closed at 1567.00, up by 2.28%, while the Nasdaq Index closed at 23515.39, down by 0.06% [4] - The price of ICE Brent crude oil was reported at $64.18, with a slight increase of 0.08%, and the London gold spot price reached $4671.72, up by 1.58% [4] - The exchange rate for USD to RMB (CFETS) was 6.96, reflecting a decrease of 0.08% [4] Market Performance - The Hang Seng Index closed at 26563.90, down by 1.05%, and the Hang Seng China Enterprises Index closed at 9134.45, down by 0.94% [4] - The Shanghai Composite Index closed at 4114.00, with a slight increase of 0.29%, while the Shenzhen Composite Index closed at 2700.08, up by 0.50% [4]