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The early trading session has been quite interesting. The three major US stock indices all closed higher, with the Dow continuing to hit new all-time highs, up by 1.23%. The Nasdaq and S&P 500 also rose by 0.69% and 0.64%, respectively. On the Asia-Pacific side, the FTSE A50 futures night session increased by 0.58%, the China Golden Dragon Index rose by 0.49%, and most Chinese concept stocks are also trending higher.
What’s even more noteworthy is the performance of the precious metals market — it has exploded. COMEX gold futures surged by 2.96% in a single day, and silver futures soared even more, jumping by 7.63%. Such magnitude is indeed uncommon in recent times.
There are also many highlights on the industrial front. Policy measures are ramping up the application of new technologies, with products like robots and drones undergoing iterative upgrades. Beijing is taking frequent actions, implementing the "Nine Major Actions" to build a global innovation hub. "Artificial Intelligence+" is being implemented across multiple fields, and pilot bases are under construction.
The chip and memory sector is also experiencing a price surge, with Samsung and SK Hynix planning to raise server DRAM prices by 70%, which will have a ripple effect across the entire industry chain.
Additionally, Goldman Sachs has recently turned bullish on the Chinese stock market, recommending high allocations. They expect the A-shares to grow by 15%-20% annually in 2026-2027. Nvidia also released a new model, Alpamayo, empowering transportation-like tools with "thinking" capabilities. Overall, the enthusiasm for technology and emerging industries continues to heat up.