Automatically scraped from Tonghua Shun and Eastmoney by cron at 08:00 Beijing time daily, with summaries rewritten by Doubao. For information compilation only, does not constitute investment advice.

Tonghua Shun 7/24

SHFE main silver contract surges 5%

2026/8/5 10:39:46

【Financial Flash News】The subject involved is the main silver contract on the Shanghai Futures Exchange, which has risen sharply recently by 5%, with the latest quotation at 14,817 yuan per kilogram. This abnormal silver price movement is mostly related to rising expectations of a shift in Federal Reserve monetary policy and rising global risk aversion, and the trend may have a certain impact on the performance of A-share silver concept stocks and precious metals allocation assets.

GFEX main platinum and palladium contracts surge 7%

2026/8/5 10:38:30

【Financial Flash News】The main platinum and palladium futures contracts on the Guangzhou Futures Exchange have risen sharply, both up 7%. The main platinum contract is currently quoted at 432.6 yuan per gram, and the main palladium contract is quoted at 325.35 yuan per gram. Platinum and palladium are core industrial precious metal varieties, mostly used in automotive catalysis, new energy and other fields. The sharp rise in futures prices may affect the cost control and hedging strategies of related industrial chains.

Spot gold tops $4,120 per ounce, New York gold futures top $4,180 per ounce

2026/8/5 10:38:09

【Financial Flash News】The subjects involved are spot gold and gold futures on the New York Mercantile Exchange. As of now, spot gold has broken through the $4,120 per ounce mark, with an intraday gain of 0.96%; New York gold futures rose in tandem, breaking through the $4,180 per ounce mark, with an intraday gain of 0.67%. This upward trend of precious metals will form a direct positive support for the trend of domestic gold concept stocks and gold ETF.

Spot gold tops $4,110 per ounce

2026/8/5 10:36:41

【Financial Brief】The subject involved is spot gold, with the latest development that its quotation has broken through the integer mark of $4,110 per ounce, with an intraday gain of 0.76%. This round of gold price rise is mainly supported by rising expectations of Federal Reserve interest rate cuts and geopolitical risk aversion demand. The current price is in the historical high range, and the subsequent trend will directly affect the performance of gold ETF and related targets in the A-share precious metals sector.

SHFE main crude oil contract plummets 6%, main fuel oil contract falls over 4%

2026/8/5 10:34:23

【Brief】Energy and chemical futures varieties on the Shanghai Futures Exchange have seen obvious declines recently: the main crude oil contract fell sharply by 6% to 504.5 yuan per barrel; the main fuel oil contract fell by more than 4% to 3,318 yuan per ton. This sector downturn will directly affect the cost pricing expectations of midstream and downstream industrial chains such as domestic refined oil, shipping, and basic chemicals, and relevant market entities need to be alert to subsequent fluctuation risks.

Spot silver tops $60 per ounce

2026/8/5 10:33:58

【Financial Brief】The subject involved is spot silver. Core event: spot silver has an intraday gain of 0.84% this round, and the price has officially exceeded the integer mark of $60 per ounce, the first time it has hit this price level since 2011. Industry analysts say its trend is driven by rising expectations of Federal Reserve interest rate cuts and rising global risk aversion demand, highlighting the current strong operating trend of the precious metals sector, and the subsequent trend is related to changes in global macro policies and geopolitical situations.

Eastmoney 7/24

“Yi Zhongtian” collectively respond to the “U.S. optical module ban”

2026/8/5 10:26:45

On September 5, the A-share communications equipment sector saw abnormal fluctuations, triggered by market rumors that the U.S. Federal Communications Commission (FCC) is drafting a ban to prohibit the U.S. import of new Chinese data center model components, including optical modules. At the opening of trading, Zhongji Xuchuang fell more than 13%, Linktel Technology fell more than 11%, Eoptolink fell more than 10%, and TFC fell more than 6%, after which the collective decline of sector stocks narrowed.

SpaceX CFO: Will recoup AI computing business costs within one year

2026/8/5 10:26:32

Summary: The subject involved is SpaceX. The company’s CFO Brett Johnson said on the earnings call that the company’s AI computing business has high capital deployment efficiency, and the speed of converting capital expenditure into revenue is extremely fast, and the relevant investment can recoup costs in less than 1 year. He also advised investors to adjust their perspective on judging the company’s capital expenditure.

Study predicts: Climate change will reshape the map of malaria prevalence in Africa

2026/8/5 10:23:56

According to Xinhua News Agency, the University of Cape Town in South Africa and an international research team recently released a research prediction: climate change will reshape the map of malaria prevalence in Africa. In the coming decades, the risk of malaria transmission will rise in originally cooler regions of southern and eastern Africa, while the transmission risk may decline in some high-temperature regions of western and central Africa. This conclusion will provide a reference for adjusting malaria prevention and control strategies across Africa.

Securities sector rallies abnormally, Jinlong Co., Ltd. hits limit up instantly

2026/8/5 10:23:52

The A-share securities sector rallied abnormally during intraday trading, with Jinlong Co., Ltd. instantly locking limit up, and multiple listed brokerage stocks including Guosheng Securities, Huaan Securities, Changjiang Securities, and Xiangcai Co., Ltd. followed suit. As an important weather vane of A-share market trends, abnormal movements in the brokerage sector usually reflect the market’s optimistic expectations for improved trading activity and the implementation of industry benefits, and the subsequent sustainability can be further observed in combination with the turnover of the two markets and policy developments.

U.S. military launches “Western Hemisphere Joint Task Force” to replace “Southern Spear”

2026/8/5 10:21:56

【Brief】According to Xinhua News Agency, the U.S. Southern Command announced on the 4th that it has officially launched the “Western Hemisphere Joint Task Force” to replace the previous “Southern Spear” joint task force, whose core task was to combat so-called “drug terrorists”. This deployment adjustment marks a change in the positioning of U.S. military joint operations in the Western Hemisphere, and may have a potential impact on the security situation in Latin America and surrounding areas in the future.

Precious metals sector rebounds in volatility, Shengda Resources hits limit up

2026/8/5 10:18:57

【Financial Brief】The A-share precious metals sector has recently seen a volatile rebound, with individual stocks in the sector generally recording positive gains. Among them, Shengda Resources hit limit up, and the gains of many listed companies including Sichuan Gold, Xiaocheng Technology, Zhongjin Gold, Shanjin International, and Chifeng Gold ranked among the top in the sector. The trend of the precious metals sector is highly correlated with international gold prices and market risk aversion, and this overall performance is relatively strong.

Yahoo Finance

If you invested $1,000 in gold, Bitcoin and $TRUMP on Inauguration Day, here is what each is worth today

2026/8/4 23:00:00

Foreign media released an investment return calculation covering three popular investment targets: gold, Bitcoin, and the TRUMP eponymous cryptocurrency. The content calculates the actual current holding value if an investor had invested $1,000 in each of the three assets on the inauguration day of new U.S. President Trump in 2025. The data intuitively shows the divergence in asset returns influenced by policy expectations after the election, providing reference for relevant investors.

AMD’s Helios Is Coming for Nvidia’s Rack, Not Just Its GPU

2026/8/3 22:45:56

Core relevant entities are AMD, Nvidia, and AMD’s upcoming Helios supercomputing system. The core development is that Helios’ competitive positioning is not limited to competing with Nvidia’s GPU products alone, but directly enters the rack-level AI computing power solution track where Nvidia holds a dominant position. Previously, Nvidia had a long-term monopoly on the overall supply of high-end AI computing power rack-level solutions. This shift by AMD to full-stack solution competition will impact Nvidia’s existing market advantages, while also providing more options for downstream computing power purchasers.

This valuation signal shows how investors are rethinking tech stocks

2026/8/3 22:44:11

The valuation signal that has emerged recently intuitively reflects that global investors are reassessing the pricing logic of tech stocks: the previously dominant “growth first” narrative that supported high valuation premiums for tech stocks continues to weaken, and investors are instead placing more emphasis on fundamental indicators such as earnings certainty and healthy cash flow. This change will directly affect the subsequent capital flow into the tech sector and the valuation anchoring of science and innovation assets across the market.