沪金2612成交额已超720亿元，日内跌幅达2.00%，最新报912.82元/克，日内增仓近4300手，价格下跌同时持仓增加。

Analysts say the Reserve Bank of Australia has long signalled a rate rise and a 25bp hike this week is all but certain. The bank is expected to stress upside inflation risks and the unresolved Middle East conflict; wording will be market‑sensitive. Officials appear doubtful they can return inflation to target within a reasonable timeframe and have reduced emphasis on protecting employment. Statements may be blunt and leave scope for a further hike in November.

Samsung Electronics is accelerating construction of its first mass-production line (Ph1) at the P5 campus in Pyeongtaek and is negotiating with major equipment suppliers to move Ph1 equipment-installation from next year’s Q3 to Q2. The move is being read as an effort to rapidly secure capacity in response to an AI-driven surge in demand for higher-value DRAM and NAND flash.