The international silver spot price has risen by 25%, surpassing Nvidia in market value. As of January 14th, the international silver spot price has risen by 25% this year, with a total market value exceeding $5 trillion, surpassing Nvidia to become the world's second largest asset. The independence of the Federal Reserve is being challenged, the situation in the Middle East is volatile, and US CPI data is driving safe haven demand, causing silver prices to soar. Citigroup predicts that it will reach $100 per ounce in the next three months.
Sanfu Shares hit the daily limit up: up 10%! At 13:58 on January 15th, Sanfu Shares hit the daily limit up at 25.73 yuan, with 128393 orders currently closed, equivalent to 330 million yuan. As of now, the transaction volume is 686 million yuan, with a turnover rate of 7.36%. It is reported that the stock has hit the limit up 14 times in the past year. Industry reasons: 1. TSMC's Q4 net profit increased significantly by 35%, and quarterly revenue exceeded the NT $1 trillion mark for the first time. TSMC expects its sales (in US dollars) to increase by nearly 30% in 2026. 2. TrendForce expects DRAM contract prices to rise by another 50-55% and NAND prices to rise by 33-38% in Q1 2026, with the supply-demand gap continuing to widen. Company reason: 1. According to Interactive Easy on August 25, 2025, the company's electronic grade trichlorosilane has passed the online testing of the domestic 12 inch large silicon wafer leader and will soon be supplied on a large scale; Electronic grade dichlorosilane has been supplied in bulk to leading domestic storage chip and logic chip factories. 2. According to the announcement on October 21, 2025, the company's electronic special gas products are used for the manufacturing of storage chips, and the proportion of storage chip related revenue is less than 1%. The market reminds us to pay attention to risks. 3. According to the semi annual report for 2025, the company's main products are silicon-based materials such as trichlorosilane and high-purity silicon tetrachloride, which have cost advantages in the circular economy. Its products cover multiple fields such as photovoltaics and electronic chips.