见证历史！拉升340%

Core Viewpoint - The article highlights a significant surge in gold-related stocks and a rebound in AI concept stocks, driven by rising gold prices amid concerns over a potential U.S. government shutdown [1][4]. Group 1: Stock Market Performance - On the last trading day before the holiday, A-shares experienced a substantial increase, with a trading volume of 679.6 billion yuan, up 13.2 billion yuan compared to the previous day [1]. - All three major indices rose, with the ChiNext Index leading the gains and the Sci-Tech 50 Index reaching a historical high during the session [1][2]. Group 2: Gold Stocks Surge - Spot gold prices reached $1,850 per ounce, marking a new historical high, which contributed to the rise of the precious metals sector in A-shares and Hong Kong stocks [4]. - Zijin Mining's subsidiary, Zijin Gold International, listed on the Hong Kong Stock Exchange, saw its stock price surge over 60% upon opening [4][6]. - Zijin Gold International is positioned as a global player in gold mining, with its gold reserves and production ranking ninth and eleventh globally, respectively [6]. Group 3: Financial Performance of Gold Companies - From 2022 to 2024, Zijin Gold International is projected to achieve a compound annual growth rate (CAGR) of 28.2% in revenue and a staggering 61.9% in net profit attributable to shareholders [6]. - The funds raised from the Hong Kong listing will be used for acquiring the Raygorodok gold mine in Kazakhstan and upgrading existing mining projects to enhance production capacity [6]. Group 4: AI and Semiconductor Sector - The storage chip sector experienced a "limit-up" trend, with companies like Zhongdian Xindong and Demingli hitting the upper limit of their stock prices [10]. - The DRAM price index has increased by approximately 72% in less than six months, driven by a global price surge initiated by storage chip manufacturers [12]. - The demand for high-bandwidth memory (HBM) driven by AI applications has intensified, leading major DRAM manufacturers to prioritize supply for AI accelerator companies like NVIDIA and AMD [12].