Group 1 - On January 27, a total of 3,767 stocks in the A-share market received financing funds for purchase, with 604 stocks having purchase amounts exceeding 100 million yuan [1] - The top three stocks by financing purchase amount were Zhongji Xuchuang, Zijin Mining, and Xinyi Technology, with amounts of 3.253 billion yuan, 2.684 billion yuan, and 2.671 billion yuan respectively [1] - Four stocks had financing purchase amounts accounting for over 30% of the total transaction amount, with Zhongxin Co., Hunan Gold, and Shenzhen Airport leading at 44.19%, 43.8%, and 33.28% respectively [1] Group 2 - There were 41 stocks with net financing purchases exceeding 100 million yuan, with the top three being Tianfu Communication, Mingyang Smart Energy, and Zijin Mining, which had net purchases of 756 million yuan, 571 million yuan, and 340 million yuan respectively [1]

Group 1 - President Trump expressed confidence in the performance of the US dollar, stating it is not a concern for him and that a return to its "proper level" is reasonable [2] - Following Trump's comments, the US dollar index (DXY) initially rose but then fell sharply, dropping over 50 points to a new low since February 2022, closing at 96.219 [2] - The euro and British pound strengthened against the dollar, with the euro rising to 1.1979 and the pound to 1.3780 [2] Group 2 - The weakening dollar has led to a rebound in non-US currencies, with the offshore yuan approaching the 6.93 mark [4] - Safe-haven assets like gold have benefited, with spot gold reaching a historical high above $5,180 per ounce [4] Group 3 - Market sentiment is influenced by uncertainty surrounding Trump's trade policies and the independence of the Federal Reserve, contributing to the ongoing "sell America" trend [5] - Concerns over a potential government shutdown due to disagreements in Congress have further pressured the dollar [5] - Investors are closely monitoring the Federal Reserve's upcoming policy meeting, with expectations that interest rates will remain unchanged [5][6] Group 4 - The focus in the forex market has shifted to the Japanese yen, which has appreciated approximately 3% over the past two trading days, with the dollar falling to 152.77 yen [8] - Reports of the New York Federal Reserve inquiring about dollar-yen quotes have raised expectations of potential intervention, impacting broader dollar assets [8][9] - Barclays suggests that potential intervention in the yen market could further weaken the dollar's flow picture, despite no official confirmation of such actions [9]

此前，宁德时代已于去年4月发布了钠电池品牌"钠新电池"，但此次在轻商领域的应用，才是其钠电池的首次真正量产落地。这也被业内认为是钠电池加速 进入商业化应用阶段的标志。 资本市场层面，在宁德时代宣布钠电池正式上车的第二个交易日，钠电池板块（BK0988）指数大涨3.32%，收盘时创下自2021年5月以来的新高。自宁德时 代发布钠新电池品牌以来，该指数已累计上涨62%。 多家上市公司也于近日公布了其钠电池业务进展。1月27日，联赢激光和华阳股份均在互动平台回答投资者提问时提到了钠电池，联赢激光称公司产品可应 用于钠离子电池生产领域；华阳股份则表示，目前公司在钠离子电池领域与中科海钠开展合作，双方共同推进正负极材料及电芯等项目的产业化进程。 高焕介绍，相比锂电池，钠电池优劣势都较为明显，优势包括钠资源与锂资源相比更容易获得、低温性能更好、安全性高、高倍率充电时温度升高不明显 等，而劣势则是当下的工业化成本、产业链成熟度和能量密度仍不及锂电池。 "钠电池在一定领域形成规模来替代锂电池，是整个能源重构的一个起点。要做到资源或者能源的自由，我们的目标是大量推广钠电池。"近日，宁德时代首 席技术官高焕在接受媒体采访时表示。 ...

非美货币与黄金同步走强，日元成外汇市场焦点。 当地时间1月27日，美国总统特朗普在美国艾奥瓦州出席经济政策相关活动期间接受媒体采访时表示，并不担心美 元出现明显贬值，称美元"表现良好"，并认为汇率回归"自身应有的水平"是合理现象。 当被问及是否担心美元走软时，特朗普回应称："不，我认为美元表现很好。我希望回归自身应有的水平，这是合 理的做法。"他还暗示自己具备影响美元走势的能力，称"我可以让它像悠悠球一样涨跌"。 特朗普言论发布后，美元指数（DXY）短线一度小幅拉升，但随后快速转跌，盘中跌超50点，刷新2022年2月以 来新低。衡量美元对六种主要货币的美元指数当天下跌0.84%，在纽约尾盘报96.219。截至纽约汇市尾市，1欧元 兑换1.1979美元，高于前一交易日的1.1875美元；1英镑兑换1.3780美元，高于前一交易日的1.3679美元。 美元走弱带动非美货币集体反弹。离岸人民币兑美元一度逼近6.93关口。 避险资产继续受益，黄金延续强势走势，现货黄金刷新历史高位至每盎司5180美元上方。 "抛售美国"交易升温 本月以来，美元持续承压。市场普遍认为，特朗普的贸易政策不确定性，以及围绕美联储独立性的争议 ...

（文章来源：第一财经） 开源证券指出，资本市场在全球政经高度不确定以及国内稳经济的预期下，投资行为存在情绪上的脉 冲，煤炭板块具备周期与红利的双重属性，当前煤炭持仓低位，基本面已到拐点右侧，已到布局时点。 ...

机构认为，短期调整有利于把这个台阶盘稳盘扎实，往后会继续向上拓展空间。 【财经日历】 国新办就2025年国资央企高质量发展情况举行新闻发布会 日本央行公布12月货币政策会议纪要 加拿大央行公布利率决议 财报发布：阿斯麦、星巴克、新东方 ►►新修订的《中华人民共和国药品管理法实施条例》公布，将于5月15日正式施行。《条例》共9章89条。其中提出，完善药品研制和注册制度。支持以临 床价值为导向的药品研制和创新，鼓励研究和创制新药，支持新药临床推广和使用。明确药物非临床安全性评价研究机构资格认定程序，细化药物临床试验 管理要求。设立药品上市注册加快程序，明确药品再注册程序，规定处方药、非处方药转换机制。对符合条件的儿童用药品、罕见病治疗用药品给予市场独 占期，对含有新型化学成份的药品等进行数据保护。细化药品上市许可持有人的责任。 ►►据央视新闻，从国家疾控局了解到，本次印度暴发的尼帕病毒病疫情，主要发生在西孟加拉邦，与我国没有领土接壤。尼帕病毒病主要通过直接接触感 染的动物、病人及污染物传播，病毒环境存活力弱，一般民众接触感染机会较少。综合研判，此次印度尼帕病毒病疫情对我国产生的影响相对较小。目前， 我国尚未发现尼 ...

| | 联合健康[UNH] 2026-01-28 05:00 | | | 5PMA = | 10PMA = 20PMA = 30PMA = | | --- | --- | --- | --- | --- | --- | | 369.576 | | | | | | | 357.331 | | | | | | | 345.086 | | | | | | | 332.842 | | | | | | | 320.597 | | | | | | | 308.352 | | | | | | | 296.107 | | | | | | | 283.862 | | | | | | | 271.618 | | | | | | | 7075万 | 成交单:65699871 | | | | | | 5307万 | | | | | | | 3538万 | | | | | | | 1769万 | | | ��� | | | | | 11-04 11-14 | 11-26 | 12-09 | 12-19 | 01-02 01-14 01-27 | *医疗保险股大跌，道指承压 *科技股领涨，财报季持续推进 *聚焦美联储会议，黄金再创新高 ...

Core Viewpoint - OpenAI has launched a free tool called Prism, aimed at facilitating the use of ChatGPT for writing research papers and collaborating among scientists, marking a significant step in positioning ChatGPT as a scientific work and research assistant [1] Group 1: Product Features - Prism utilizes the GPT-5.2 model to perform tasks related to academic paper writing and editing [1] - Scientists can request Prism to help improve the writing style of their papers, find relevant literature for citation, or generate computer versions of handwritten charts [1] Group 2: Target Audience - Initially, Prism is available to both free and paid individual users of ChatGPT [1] - The product is expected to be rolled out soon for enterprise and educational users [1]

装备制造业利润占工业企业利润的比重达39.8%，智能消费设备制造业利润大涨48%。 2025年全年工业利润实现正增长，扭转了连续三年下降态势，其中装备制造业、高技术制造业等新动能 支撑作用明显，传统产业利润结构持续优化，工业经济发展质效不断提升。 国家统计局1月27日发布的数据显示，2025年全国规模以上工业企业实现利润总额73982亿元，比上年增 长0.6%。其中，去年12月，规模以上工业企业当月利润由去年11月下降13.1%转为增长5.3%，回升18.4 个百分点。 随着政府清理欠款行动加快推进，企业回款边际改善。2025年12月末，规模以上工业企业应收账款同比 增速放缓0.8个百分点至4.7%；应收账款平均回收期降至67.9天。 在2025年工业企业利润增速以增长收官的背景下，今年有望延续回升态势。近期，工业和信息化部对工 业经济稳增长密集作出部署，将"全力巩固工业经济稳中向好态势"列为2026年首要任务。工信部部长李 乐成表示，今年将实施传统产业焕新行动和发展壮大新兴产业打造新动能行动，全面提升产业科技创新 能力。巩固拓展"内卷式"竞争综合整治成效，进一步增强经营主体动力活力。 工业利润大幅改善 截至 ...

Core Viewpoint - Several companies are expected to turn profitable by 2025, with projected net profits indicating a significant recovery from previous losses [1] Group 1: Company Projections - Saiwei Electronics is projected to achieve a net profit of 1.414 billion to 1.504 billion yuan in 2025, marking a turnaround from losses [1] - Ganfeng Lithium anticipates a net profit of 1.1 billion to 1.65 billion yuan in 2025, also indicating a return to profitability [1] - Buchang Pharma expects a net profit ranging from 320 million to 468 million yuan in 2025, reflecting a recovery [1] - Zhiguang Electric forecasts a net profit of 110 million to 160 million yuan in 2025, showing a positive shift [1] - Zhong Rare Metals predicts a net profit of 100 million to 130 million yuan in 2025, indicating a turnaround [1] - Jingwei Hengrun expects a net profit of 75 million to 110 million yuan in 2025, marking a return to profit [1] - Tongguan Copper Foil anticipates a net profit of 55 million to 75 million yuan in 2025, indicating a recovery [1] - Weijie Chuangxin projects a net profit of 45 million yuan in 2025, reflecting a positive change [1] - Changshan Beiming expects a net profit of 35 million yuan in 2025, indicating a turnaround [1] - CanSino Biologics anticipates a net profit of 24.5 million to 29 million yuan in 2025, marking a return to profitability [1] - Gaolan Co. projects a net profit of 23.5 million to 30.5 million yuan in 2025, indicating a recovery [1] - Shenkeda expects a net profit of 20 million to 29 million yuan in 2025, reflecting a positive shift [1] - Guodun Quantum anticipates a net profit of 5 million yuan in 2025, indicating a turnaround [1]