异动盘点0312 | 黄金股集体走低，铜业股延续近期跌势；加密矿企涨幅扩大，Nebius大涨16.14%

Group 1: Gold and Copper Stocks - Gold stocks collectively declined, with notable drops: Haigold fell 6.03%, Zijin Mining International down 4.85%, Lingbao Gold down 3.27%, and China Gold International down 2.6%. This was attributed to rising oil prices and inflation concerns, alongside a strengthening US dollar, putting pressure on international gold prices [1] - Copper stocks continued their recent downward trend, with Luoyang Molybdenum down 5.24%, Minmetals Resources down 3.93%, Zijin Mining down 2.01%, and China Nonferrous Mining down 2.14%. The London Metal Exchange reported a significant increase in copper inventory, reaching 284,325 tons, the highest level in over a year [1] Group 2: Company Earnings and Forecasts - Tianrun Cloud surged over 17% after announcing an expected net profit of approximately 55 to 65 million yuan for 2025, representing a significant year-on-year growth of 60% to 90% [1] - Jin Sangzi saw a midday increase of over 10%, despite forecasting a revenue and profit decline of 20% to 25% for the year ending December 31, 2025, compared to 2024 [2] - Liwen Paper experienced a slight increase of 0.26%, with Citigroup noting that the company's last year's performance exceeded expectations, aligning with its profit forecast of 1.94 billion HKD [2] - Kowloon Warehouse dropped over 4%, reporting a revenue of 12.815 billion HKD for 2025, a decrease of 0.75% year-on-year, and a shareholder loss of 4.257 billion HKD, reversing from a profit of 889 million HKD in the previous year [3] Group 3: Strategic Partnerships and Collaborations - JD Industrial rose over 6% after signing a strategic cooperation agreement with Xingyuan Materials to enhance digital technology platforms and global procurement solutions [3] - Hims & Hers Health surged over 15% in early trading, with a three-day increase of 72%, following a partnership with Novo Nordisk to sell obesity medications [5] - CoreWeave increased by 9.4% after Nvidia announced a $2 billion investment to develop AI data centers, indicating strong demand for AI infrastructure [6] Group 4: Market Reactions and Trends - The stock of Xibei Cement fell over 4% after a profit forecast of 833 million to 896 million RMB for the year, indicating a year-on-year growth of 33% to 43%, but suggesting lower-than-expected net profits for the second half of the year [4] - Tesla's stock opened nearly 4% higher, reaching a two-week high, as February sales in China showed growth for the fourth consecutive month, exceeding market expectations [8] - Nebius shares surged 16.14% after Nvidia's announcement of a $2 billion investment to support AI data center development, with plans to deploy over 5 GW of Nvidia systems by the end of 2030 [8]