The Zhitong Finance App learned that most non-ferrous stocks were active. As of press release, China Aluminum (02600) rose 5.61% to HK$12.23; Luoyang Molybdenum (03993) rose 3.3% to HK$19.08; Zijin Mining (02899) rose 3.05% to HK$35.16; Jiangxi Copper (00358) rose 2.47% to HK$40.64; China Hongqiao (01378) rose 1.7% to HK$32.3.
According to the news, precious metals resumed their upward trend. Spot gold rose more than 1% during the day, once hitting 4,380 US dollars; spot silver increased by more than 4%, once again reaching the 75 US dollar mark. Furthermore, CITIC Construction Investment recently pointed out that factors such as insufficient capital expenditure, limited resource supply, strong AI demand prospects, and overlapping factors such as the expansion of fiscal deficits and interest rates in a downward cycle are also threatened by US tariffs on some key minerals, leading to uneven distribution of physical goods between the US and Africa, resulting in a lack of mobility of local goods and increased capital inflows. A new expression of using more limited resources to counter the weakening credit of the US dollar is setting off a new resource pricing paradigm around the world, and a colorful feast is dancing.