深夜，飙涨，这一板块杀疯了

Market Performance - The U.S. stock market indices closed higher despite weak labor market data and concerns over Microsoft's AI product sales, with the S&P 500 up 0.3% at 6849.72 points, the Nasdaq up 0.17% at 23454.09 points, and the Dow Jones up 0.86% at 47882.9 points [1] - The S&P 500 index is only 71 points away from its recent high of 6920 points set on October 29, and just 21 points from its closing high of 6870 points [2] Sector Performance - The recent surge in stock prices is being led not by large tech companies but by lithium carbonate giants such as Albemarle, Eli Lilly, and Boehringer Ingelheim [3] - Most popular Chinese stocks declined, with the Nasdaq Golden Dragon China Index down 1.38%, and notable declines in companies like NIO and XPeng Motors, which fell over 4% [3] Commodity Prices - Copper prices reached a historical high, with LME three-month copper prices hitting $11,435 per ton, a nearly 3% increase, while Shanghai copper futures also surpassed 90,000 yuan per ton [4] - Tin prices also saw significant increases, with LME three-month tin rising 3.45% to $40,385 per ton, marking the highest level since May 2022 [6] - Silver and gold prices increased slightly, with silver at $58.59 per ounce and gold over $4,226 per ounce [7] Supply Chain Dynamics - Morgan Stanley predicts that severe supply disruptions and global inventory mismatches could push copper prices to $12,500 per ton by mid-2026 [8] - LME data shows a significant increase in copper delivery requests, with a surge of 50,575 tons, the largest increase by tonnage since 2013 [9] - The global copper supply chain is under pressure due to various factors, including weak production growth in Chile and export restrictions in Indonesia, leading to increased vulnerability [10]