Group 1 - The gold market showed mixed performance with slight fluctuations in prices, indicating a stable trading environment [3][4][5] - Au99.95 opened at 769.10, with a closing price of 769.10, showing no change in value [3] - Au100g experienced a slight increase, opening at 771.00 and closing at 771.91, reflecting a rise of 2.04 yuan or 0.26% [3] Group 2 - The trading volume for Au(T+D) was significant, with a total of 32,652 transactions and a closing price of 769.30 [4] - The market for platinum (Pt99.95) opened at 320.25 and closed at 322.54, with a decrease of 0.21% [4] - Silver (Ag(T+D)) showed a notable increase, with a closing price of 9028.00, reflecting a rise of 1.99% [4] Group 3 - The NYAuTN06 contract opened at 773.60 and closed at 773.00, indicating a slight increase of 0.25% [5] - The trading volume for NYAuTN12 was lower, with only 7 transactions recorded [5] - Overall, the market maintained a steady trading environment with minor fluctuations across various precious metals [5]

Market Performance - The A-share market has been performing strongly, with the Shanghai Composite Index reaching a high of 3555.22 points before closing at 3510.18 points, resulting in a weekly gain of 1.09% [1] - Over 1000 ETF products have seen cumulative increases, with the median weekly gain for over 1200 products at approximately 1.28%, a significant improvement from the previous week [1] Top Performing ETFs - The Hong Kong Securities ETF (513090) led the weekly gainers with an increase of 12.85%, marking a historical high for the product [2][3] - Several rare earth ETFs also saw substantial weekly gains exceeding 10%, driven by strong performance from major holdings like Northern Rare Earth [5] - Real estate and photovoltaic-related ETFs recorded weekly gains of around 6%, indicating a shift in market focus towards these sectors [5] Sector Trends - The market has shifted focus to sectors such as brokerage, rare earth, and real estate, which have emerged as new hotspots following the index surpassing 3500 points [4] - Financial technology ETFs also performed well, with multiple products achieving gains over 6% and reaching new highs since last year's market rally [3] Underperforming ETFs - The gold stock ETFs experienced declines, with the worst performers showing drops exceeding 2%, despite stable international gold prices [6][8] - Japanese stock index ETFs also faced slight declines, with the Nikkei 225 ETF from E Fund dropping over 2% [8]

（以上内容为金融界基于公开消息，由程序或算法智能生成，不作为投资建议或交易依据。） 7月11日，截至港股收盘，恒生指数上涨0.46%，报24139.57点。中国白银集团（00815.HK）收报0.49港 元/股，上涨10.11%，成交量1.06亿股，成交额5227.01万港元，振幅10.11%。 本文源自：金融界 最近一个月来，中国白银集团累计跌幅25.83%，今年来累计涨幅88.56%，跑赢恒生指数19.78%的涨 幅。 财务数据显示，截至2024年12月31日，中国白银集团实现营业总收入43.14亿元，同比减少20.92%；归 母净利润996.6万元，同比减少31.5%；毛利率2.58%，资产负债率38.43%。 机构评级方面，目前暂无机构对该股做出投资评级建议。 行业估值方面，黄金及贵金属行业市盈率（TTM）平均值为23.04倍，行业中值20.73倍。中国白银集团 市盈率96.85倍，行业排名第12位；其他龙资源（01712.HK）为8.6倍、紫金矿业（02899.HK）为13.59 倍、灵宝黄金（03330.HK）为16.44倍、港银控股（08162.HK）为16.72倍、胜龙国际（01182.HK） ...

西部黄金（601069）公告，预计2025年半年度实现归属于母公司所有者的净利润为1.3亿元到1.6亿元， 同比增加96.35%到141.66%。预计2025年半年度实现归属于母公司所有者的扣除非经常性损益的净利润 为1.56亿元到1.9亿元，同比增加78.49%到117.40%。公司业绩预增主要原因是黄金销售价格较上年同期 上升、自有矿山黄金产品的销量较上年同期增加。 ...

将投中网设为"星标⭐"，第一时间收获最新推送 一个更多元化的消费时代。 但我还一直特好奇一个事，新崛起的"港股三姐妹"为什么不是"三兄弟"？如果说是源自美股的"七姐妹"，那她们一开始为什 么不叫"七兄弟"？语言是思维的外放，甚至一想到如果有人把这三家崛起的新消费公司称作"三兄弟"，我居然会觉得羞耻。 因此我揣测"兄弟"有些男权时代旧思维的意思，"姐妹"的性别意义则隐藏着一种反主流、反精英叙事的情绪，这意味着人们 会对她们能打破旧传统和藩篱，或者开创些新的故事，报以特别的期待。 AI 是互联网的延伸，是美国和美股最锋利的矛，不过就连提出"美股七姐妹"的那位交易公司首席策略师，从 2004 年初都开 始质疑，"七姐妹"对股市的主导地位即将结束。中国当然也在寻求科技方面的突破，不过同样紧要的还有促消费，消费是矛也 同样也是盾。 我们对消费太期待了，但长久以来消费的地位确实又很矛盾，大家都看在眼里，不然蜜雪怎么转战港股了呢？以至于如果说王 宁、徐高明、张氏兄弟创业之初是"草根"，那么她们在今年之前，哪怕是在 IPO 过程和前夕，又何尝褪去了草根的标签？现 在市场给她们冠以"三姐妹"的称号，可能也是顺应这种期待吧。 王 ...

Core Viewpoint - The trend of a weakening US dollar is reshaping the pricing logic of Chinese assets, driven by domestic structural reforms and the potential reallocation of over 100 trillion yuan in household wealth, marking a shift from "non-US opportunities" to "real Chinese opportunities" [1][2]. Group 1: Asset Revaluation Dynamics - The revaluation of Chinese assets is primarily driven by domestic fundamentals rather than external monetary conditions, with the logic chain of "dollar depreciation - yuan appreciation - Chinese asset revaluation" becoming increasingly evident [2]. - The significant pool of over 150 trillion yuan in household deposits and the potential for reallocating funds from the real estate sector provide intrinsic momentum for the revaluation of Chinese assets [2]. Group 2: Structural Reforms and Efficiency Improvements - Current reforms are focusing on "asset restructuring and efficiency enhancement," targeting underutilized land, housing, private manufacturing capacity, and financial capital to inject long-term stability into the capital market [3]. - The inclusion of "good housing" in urban renewal initiatives and the doubling of merger and acquisition cases, particularly in the TMT and manufacturing sectors, are expected to reshape asset returns through efficiency improvements [3]. Group 3: Investment Opportunities Framework - An asset allocation framework transitioning from "non-US" to "Chinese opportunities" includes: gold and silver, constrained supply physical assets like copper and aluminum, high-credit non-US sovereign debt, quality growth stocks in developed and emerging markets, and stable high-dividend assets [4]. - Gold is viewed as a hedge against dollar depreciation, with domestic gold stocks beginning to correct and showing clear upside potential [4]. Group 4: Global Market Dynamics and Competitive Edge - The focus has shifted from demand increment logic to certainty premium logic for quality overseas enterprises, emphasizing multi-dimensional competitiveness in global markets [5]. - Leading companies in sectors like electric equipment, machinery, and automotive have decoupled from real estate cycles and are engaging in emerging technology fields, demonstrating significant profit growth [5]. Group 5: TIRD Platform and Market Insights - The TianHong Investment Research Decision (TIRD) platform utilizes digital and intelligent methods to reshape the investment system, covering macro data, asset allocation, position management, risk warning, and industry observation [6]. - The TIRD platform has successfully identified market opportunities, such as the "924 add-on window" and the first signal for increasing positions in growth stocks in May, reflecting its ability to capture changes in risk margins [7].

Group 1 - Current gold market is experiencing a tug-of-war between safe-haven demand and a rebound in the US dollar, with gold trading around $3327.68 per ounce [1] - Trump's announcement of a 50% tariff on copper imports from Brazil has raised concerns about escalating global trade tensions, providing support for gold as a traditional safe-haven asset [1][3] - Unexpected decline in US initial jobless claims to 227,000 has pushed the dollar index to a two-week high of 97.92, which has suppressed gold demand priced in dollars [1] Group 2 - The implementation of tariffs may increase commodity prices, potentially exacerbating inflationary pressures, which presents both opportunities and challenges for gold [3] - Rising inflation expectations could enhance gold's appeal as an inflation hedge, but the strengthening dollar and rising US Treasury yields may offset this benefit [3] - The uncertainty surrounding the tariff policy complicates the inflation outlook, and the Federal Reserve's cautious stance may continue to limit gold's upward potential [4] Group 3 - The gold market is influenced by multiple factors, including Trump's tariff policy providing safe-haven support, while the strong dollar and rising Treasury yields restrict price increases [4] - Short-term gold prices are likely to remain within the current range unless there is a significant escalation in geopolitical or trade tensions [4] - Investors should closely monitor the upcoming CPI data on July 15 and the Federal Reserve's policy direction, as these factors will provide clearer guidance for future gold price movements [4]

Core Insights - The article emphasizes the importance of choosing a reliable gold trading platform, highlighting Xin Hui Bao as a strategic partner for investors seeking risk management, efficiency, and wealth growth [1][6]. Group 1: Service and Support - Xin Hui Bao provides elite-level services by placing investors at the top of the value chain, with a dedicated service team available around the clock to respond to market changes [3]. - The platform integrates global financial information and collaborates with professional analysts, creating a bridge for investors to access expert insights, transforming trading decisions from instinctual to systematic [3]. Group 2: Technology and User Experience - Xin Hui Bao offers an international standard MT4 desktop platform and mobile applications for iOS and Android, ensuring a seamless investment ecosystem [3]. - The platform's understanding of "liquidity freedom" allows investors to act swiftly when market opportunities arise, with a technology framework that enhances operational transparency [3][5]. Group 3: Trust and Security - Xin Hui Bao's AA-class membership with the Hong Kong Gold Exchange and the provision of verifiable transaction codes establish a bank-level security framework for investors [5]. - The platform ensures efficient fund flow with 24-hour deposit options without fees and quick withdrawals to mainstream bank accounts, enhancing liquidity for traders [5]. Group 4: Risk Management and Value Creation - The article asserts that a truly excellent gold trading platform serves as a stabilizing force for investors navigating market risks, with Xin Hui Bao providing a systematic approach to risk management and value creation [5][6]. - The platform's commitment to transparency and efficiency positions it as a strategic partner for investors looking to expand their knowledge and refine their risk control capabilities [6].

| 设置 画线 | | 除权 窗 区 信息 删自选 ● | | 黄金ETF基金 159937 | | 5日 | | --- | --- | --- | --- | --- | --- | --- | | 0: 6.262 MA60: 6.093 | | | | | | 601 | | | 8.010 | 8.140 | | 7. 364 +0.006 +0.082% | | | | | | | 载 | +0.71% | 189 | | | | | 7.812 | 5 | 7.368 | 1783 | | | | | 7.561 | 4 | 7.367 | 2620 | | | | | | 3 | 7.366 | 2028 | | | | | | 益 2 | 7.365 | 6528 | र्स | | | | 7.274 | | | 中则 | | | | | | | 7.364 | 246 | | | | | | | | 最/ | | | | | 6.982 | | 7.363 | 6156 现 | | | | | | 2 नि | 7.362 | 2366 中师 | | | | | | 3 | 7.361 ...

展望2025下半年，国投证券看好黄金、铜、稀土的投资机会，认为黄金有望受益于美元信用走弱和美国 降息预期增强，看好金价续创新高。铜冶炼原料供给受限，需求具备长期韧性，看好铜价中枢上移。预 计出口逐步放开、需求持续增长、供给刚性下，稀土价格有望迎来上涨。 从估值水平来看，截至6月底，中证有色金属指数市净率为2．24，位于上市以来34.45%分位点的历史 较低位置，低于中证有色金属指数上市以来周频市净率数据的中位数2.52，估值较低，配置性价比较 高。 今日（7月11日）稀土龙头领衔大涨，北方稀土涨超8%，盛和资源涨逾6%，中国稀土涨超4%，揽尽有 色金属行业龙头的有色龙头ETF（159876）场内价格盘中涨超1%。 拉长时间来看，有色龙头ETF（159876）自本轮低点（4月8日）以来，截至7月10日，累计上涨 19.14%，大幅跑赢沪指（13.34%）、沪深300（11．72%）等宽基指数。 数据来源： Wind ，统计区间： 2025.4.8-2025 ． 7 ． 10 。注：中证有色金属指数近 5 个完整年度的涨跌幅 为： 2020 年， 35.84% ； 2021 年， 35.89% ； 2022 年， ...