Market Overview - Central China Real Estate (09982) resumed trading on April 2, 2024, after a 20-month suspension, with shares soaring nearly 64% at one point and currently up 41.82%. The company announced it has fulfilled the resumption guidelines, including publishing all outstanding financial results and resolving any audit revisions [1] - The robotics sector saw a broad increase, with companies like Geek+ (02590) up 5.81%, Delta Electronics (00179) up 4.96%, and UBTECH (09880) up 2.86%. This surge is attributed to recent catalysts in the humanoid robot industry, including a strategic partnership between UBTECH and Texas Instruments, resulting in over 1.3 billion in annual orders [1] - Lithium stocks continued to rise, with Tianqi Lithium (09696) up 5.31% and Ganfeng Lithium (01772) up 4.84%. The price of lithium carbonate futures increased by nearly 5%, reaching 115,300 yuan/ton [1] Gold and Silver Stocks - Gold stocks performed well, with Lingbao Gold (03330) up 6.77% and China Gold International (02099) up 6.33%. Spot gold prices exceeded $4,382 per ounce, reaching a new historical high, driven by geopolitical tensions and central banks in emerging markets continuing to buy gold to diversify reserves [2] - China Silver Group (00815) also saw a rise of over 5.8%, with spot silver prices breaking the $68 per ounce mark, marking a nearly 130% increase since late August [2] Fiber Optics and Tungsten - Changfei Optical Fiber (06869) surged over 10.5%, with a month-to-date increase exceeding 50%. A report highlighted the advantages of hollow-core fibers as a disruptive solution to traditional fiber optics' physical limitations [3] - Jiaxin International Resources (03858) rose over 10%, reaching a new high of 47.5 HKD. Prices for tungsten concentrate and ammonium paratungstate have increased significantly, with tungsten powder prices rising by 219.6% since the beginning of the year [4] Autonomous Driving and AI - Intelligent driving stocks saw gains, with Zhejiang Shibao (01057) up over 6% and Pony.ai (02026) up over 9%. Recent breakthroughs in the intelligent driving sector include the approval of the first batch of L3 autonomous driving models by the Ministry of Industry and Information Technology [4] US Market Highlights - NetEase (NTES.US) rose 1.54% after its game "Where Winds Meet" reached 15 million players in its first month overseas [5] - Uxin (UXIN.US) reported a 33.6% quarter-over-quarter revenue increase, with retail vehicle sales up 84.3% year-over-year [5] - Space-related stocks surged, with Intuitive Machines (LUNR.US) up 37.7% following an executive order aimed at enhancing US space capabilities [6] - Chip stocks also performed well, with Micron Technology (MU.US) up 6.99% and Nvidia (NVDA.US) up 3.93% [6] - The Nasdaq Golden Dragon Index rose 0.86%, with notable gains in Chinese concept stocks, including Pony.ai (PONY.US) up 11.78% and XPeng Motors (XPEV.US) up 6.77% [7] - Nike (NKE.US) fell 10.54% after reporting a 32% drop in net profit despite a slight revenue increase [8]
异动盘点1222 |中原建业复牌涨超40%，黄金股涨幅居前；美股太空概念股强势冲高，耐克大跌10.54%