超3000只个股飘绿

Core Viewpoint - The article discusses the current market trends, highlighting the performance of various sectors and the impact of geopolitical events on commodity prices, particularly gold and oil [4]. Market Performance - As of midday, the Shanghai Composite Index is at 3382.14 points, down 0.19%, while the Shenzhen Component is flat at 10163.07 points, and the ChiNext Index is at 2054.48 points, down 0.14%. Over 3000 stocks in the market are in the red [1]. - The stablecoin theme continues to gain traction, with solid-state batteries, oil and gas, and AI wearable concept stocks being active. In contrast, sectors like IP economy, gold, innovative drugs, computing power, and low-altitude economy are experiencing pullbacks [1]. Sector Analysis - The brain-computer interface sector shows a significant increase of 6.29%, while the battery sector rises by 2.46%. Conversely, the film and television sector declines by 1.62%, and the digital currency sector decreases by 1.84% [2]. - The home appliance sector has seen a cumulative increase of 1.9% from January to May 2025, ranking 12th among sub-industries. The sector is characterized by a recovery in domestic sales and challenges in exports [4]. Geopolitical Impact - The ongoing Israel-Palestine conflict has heightened geopolitical risks, leading to short-term increases in gold and oil prices. Historical data suggests that such geopolitical events primarily serve as catalysts for short-term price movements rather than long-term trends [4]. - The article emphasizes that the main drivers of gold prices are actual interest rates and global uncertainty, suggesting a bullish outlook for gold in the medium to long term [4].