A股存儲芯片板塊競價大幅高開，通富微電、盈新發展高開漲停，大普微漲超10%，瀾起科技、海光信息、德明利、佰維存儲漲超8%。

China’s metal exports, particularly aluminum, are benefiting from the Middle East conflict, which has disrupted regional supply and boosted demand for clean-tech materials amid higher fossil fuel prices. Shipments of aluminum products from China are expected to reach record levels this year, according to the China Nonferrous Metals Industry Association. Copper demand is also supported by clean-energy applications. The war involving the US, Israel and Iran has affected commodities markets, with disruptions in the Strait of Hormuz and strikes on Gulf aluminum smelters reducing global supply and pushing prices to multi-year highs.

CHINEXT PRICE INDEX HITS NEARLY 11-YEAR INTRADAY HIGH, NOW UP 3.15%