上海黄金交易所黄金T+D 7月10日（周五）收盘上涨0.65%报896.8元/克； 上海黄金交易所白银T+D 7月10日（周五）收盘上涨2.75%报14624.0元/千克。

Polish central bank Governor Glapinski said the bank has purchased 82 tonnes of gold year-to-date, including 37 tonnes added since April — roughly $5bn at current prices — buying into a more-than-10% drop in gold since April. He said purchases were opportunistic; Poland’s reported 2025 gold buying exceeded any other central bank’s and is expected to continue setting records this year. The bank reiterated a 700-tonne gold reserve target and said current holdings total 632.4 tonnes, with 105 tonnes stored in Poland and the remainder held in London and New York.

SemiAnalysis founder Dylan Patel said on a podcast that AI infrastructure faces a multi-year structural shortage in storage, with 2–3x upside potential. He said agents and reinforcement learning have raised CPU demand but vendor pricing appears elevated and recent CPU growth largely reflects historical catch-up; CPUs still represent far less absolute value in AI servers than GPUs. Patel said large-scale deployment of co-packaged optics (CPO) has been delayed to late‑2028 into 2029, extending the demand window for copper-cable connectors.