Spot gold slid to an intraday low of $4,360/oz, down 1.06% on the day.

据高测算，标普500成分股过去六个月的实现相关性已降至11，近25年仅2007年2月和2018年1月出现过相近水平。低相关性意味着个股围绕AI、盈利与行业逻辑各自波动、彼此抵消，使指数实际波动持续受到压制。一旦宏观冲击令个股重新同涨同跌，分散化效应减弱，指数波动可能以更快速度放大。Cboe也指出，相关性跃升通常伴随系统性风险与尾部波动上升；2026年3月，一月期隐含相关性就曾由约15升至40，令分散交易快速承压。

Lubei Chemical said at its 1H 2026 results briefing that the chlorinated‑methanes sector is highly concentrated and dominated by a few large players. New capacity is gradually being released and the industry has entered a deep adjustment phase. Lubei highlighted its advanced production processes, integrated park feedstock supply and strong market share in South and Southwest China. Jinyi Technology’s close integration with upstream chlor‑alkali producers gives it a significant cost advantage and market control.