白银避险和替代性需求

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闹掰了!马斯克、特朗普上演疯狂骂战!特斯拉暴跌14%,蒸发1500亿美元!白银价格大涨,白银概念股起飞...
雪球· 2025-06-06 04:15
Market Overview - The market experienced fluctuations in the early session, with the three major indices slightly declining. As of the midday close, the Shanghai Composite Index fell by 0.06%, the Shenzhen Component Index decreased by 0.18%, and the ChiNext Index dropped by 0.48%. The total trading volume in the Shanghai and Shenzhen markets reached 746.7 billion, an increase of 32.4 billion compared to the previous trading day [1]. Sector Performance - In terms of sector performance, silver, military industry, and agricultural chemical products saw significant gains, while sectors such as football concepts, beauty care, IP economy, and pet economy experienced notable declines [2]. Tesla Stock Impact - The public feud between Elon Musk and Donald Trump led to a significant drop in Tesla's stock price, which fell by 14.26%, resulting in a market value loss of over 150 billion [3][8]. Silver Market Surge - The precious metals sector saw a rise, with silver leading the gains. Notable stocks such as Hunan Silver and Silver Nonferrous reached their daily limit, while others like Xingye Silver and Shengda Resources increased by over 5%. On June 5, spot silver surged by 4.5%, reaching above $36 per ounce, the highest level since February 2012. Analysts suggest that silver's industrial demand and potential trade protection measures from the U.S. government could drive further price increases [13][17]. Military Industry Activity - Military stocks experienced a notable rally, with companies like Qifeng Precision and Huawu Co. rising over 10%. The Indonesian government's evaluation of purchasing Chinese-made J-10 fighter jets could have broader implications for regional military trade dynamics, potentially influencing countries like Thailand and Malaysia to consider similar acquisitions. Analysts believe that China's military trade capabilities and potential will elevate the defense industry's prospects [18][20].