五家A股保险上市公司在1月5日均收获超过5%的涨幅。其中，新华保险（601336.SH；01336.HK）、中 国太保（601601.SH；02601.HK）全天涨幅分别为8.87%及7.52%，收盘价分别为75.88元/股及45.06元/ 股，均再次打破去年12月创下的股价历史新高。另外，中国平安（601318.SH；02318.HK）当日以72.36 元/股收盘，亦再创2021年3月以来的最高价。 【#新年开市保险板块涨超6%#，2026年估值将进一步提升】1月5日，A股开启了2026年的新征程。 Choice数据显示，首个交易日，保险板块（申万二级行业分类）延续去年的抢眼表现，持续走高，最终 以6.17%的涨幅位居A股申万二级行业分类所有板块首位。 ...

Group 1 - A-shares opened the year strongly, with the Shanghai Composite Index achieving a "twelve consecutive days" rise, surpassing the 4000-point mark, and a total market turnover of 2.57 trillion yuan [1][5] - Institutional investors are actively launching new products, with 115 public fund products currently in issuance or queue, over two-thirds of which are equity products, focusing on technology and growth themes [1][2] - The market is expected to transition from a previous phase of low trading volume to a rebound, with a shift in capital structure from defensive sectors to technology and manufacturing [1][6] Group 2 - The number of funds being launched in January has increased significantly, with 10 FOF products initiated, reflecting a growing demand for customized asset allocation services [3] - The public fund industry traditionally aims for a strong start to the year, but recent market conditions have led to a shift in focus towards performance improvement of existing products rather than just new launches [3] - The A-share market's rise is attributed to multiple factors, including a strong performance in the Hong Kong market, supportive macro policies, and increased liquidity from various sources [5][6] Group 3 - The outlook for A-shares in 2026 suggests a gradual bull market, with opportunities concentrated in sectors benefiting from new technologies, overseas expansion, and industries with supply constraints [6][7] - AI and emerging technology sectors are highlighted as key investment themes, with expectations of significant growth in related fields such as semiconductors and power storage [7] - The overall sentiment in the market is optimistic, driven by a recovery from previous pessimistic expectations and a favorable liquidity environment [5][6]

2026.01.05 本文字数：883，阅读时长大约2分钟 作者 |第一财经栾立 "i茅台"连日"秒空"的同时，抢到的平价茅台也开始陆续出现在各大二手交易平台上。 记者在部分网站看到，有些订单甚至上午刚刚抢到，下午就已经加价50元到100元不等挂网出售，出售者中既有自用者也有部分个人投机者。 平台上甚至有部分商户将代抢"i茅台"平价飞天茅台作为服务出售，叫价200元到300元/箱不等。 记者在与多位卖家沟通后了解到，部分卖家是抱着试试赚一票的心态，抽中后立即出售，或者抽中后只保留部分产品；但也有部分卖家本身就从事其他商 品倒卖生意，希望从茅台上套利。 如果按照一箱茅台8994元计算，一箱的收益率仅为3.3%到6.7%，并不算高。有酒商告诉记者，近期茅台线下市场需求并没有快速放大，因此抢购者中还 是有不少抱着投机心态的参与者。考虑到"i茅台"是官方渠道，能够保真，价格合适的话出货难度并不大。 在业内看来，个人投机需求会不会亏本，还要看未来茅台市场价格的走势情况，目前看短期内1499元官方指导价附近有较强支撑。根据多家第三方交易平 台数据，今日2026年飞天茅台的批发价散瓶微跌至1490元/瓶左右，原箱价格依然稳 ...

今天早盘，金银价格大反弹，现货黄金向上突破4400美元，现货白银突破75美元。美油、布油双双短线 跳水。国内贵金属期货开盘集体上涨，钯主力合约涨超12％，铂涨近12％。A股贵金属板块涨幅达 2%。湖南白银、晓程科技、中金黄金、西部黄金等涨幅居前。消息面上，据新华社报道，美国总统特 朗普4日对委内瑞拉代理总统罗德里格斯发出威胁，称她如"不做正确的事"，将付出"沉重代价"。特朗 普还称，美国或继续对外干预，美国"绝对需要格陵兰岛"。特朗普还表示，美国需要全面获取委内瑞拉 的石油及其他资源。当地时间1月4日，委内瑞拉外长希尔发布代总统罗德里格斯致世界及美国的信息。 信中称，委内瑞拉重申其追求和平与和平共处的信念，渴望在国际尊重与合作的环境中，免受外部威胁 地生活。委内瑞拉相信，全球和平的构建首先要保障每个国家的和平。 ...

Core Viewpoint - The Straits Times Index in Singapore increased by 22.67% for the entire year of 2025, reaching a new historical high last week, indicating strong market performance despite potential short-term volatility due to geopolitical risks and the release of macroeconomic data from the United States [1][1]. Group 1 - The Straits Times Index achieved a year-on-year increase of 22.67% in 2025 [1]. - The index reached a new historical high during intraday trading last week [1]. - Short-term market volatility may increase due to geopolitical risks and the release of concentrated macroeconomic data from the United States [1].

恒指报收26347.24点，涨0.03%，恒生科技指数报收5741.63点，涨0.09%。快手涨超11%，哔哩哔哩涨超 5%，蔚来汽车跌近6%，小鹏汽车跌超4%。（AI生成） 恒指报收26347.24点，涨0.03%，恒生科技指数报收5741.63点，涨0.09%。快手涨超11%，哔哩哔哩涨超 5%，蔚来汽车跌近6%，小鹏汽车跌超4%。（AI生成） ...

自"9.24"行情以来，科创综指累计涨幅高达115%，那么，2026年科创综指会如何表现？普通投资者该怎 么规划持仓？易方达科创综指ETF基金经理李博扬表示，明年有不少优质科创板企业排队上市，像国内 存储、机器人龙头都在其中。整体来看，优质新公司纳入能提升指数代表性，叠加流动性与基本面双重 驱动，2026年科创综指大概率是震荡上行走势。 自"9.24"行情以来，科创综指累计涨幅高达115%，那么，2026年科创综指会如何表现？普通投资者该怎 么规划持仓？易方达科创综指ETF基金经理李博扬表示，明年有不少优质科创板企业排队上市，像国内 存储、机器人龙头都在其中。整体来看，优质新公司纳入能提升指数代表性，叠加流动性与基本面双重 驱动，2026年科创综指大概率是震荡上行走势。 ...

Group 1 - U.S. gold mining stocks showed strong pre-market performance, with Barrick Gold and Newmont Mining rising over 2% [1] - Kinross Gold increased nearly 2%, while AngloGold Ashanti rose by 1.7% [1]

6年多来，科创板已汇聚600家硬科技企业上市，逐步成为观察中国科技发展态势的重要窗口。从企业视 角看，普通投资者如何筛选优质的科创企业，最应该关注哪些核心指标？对此，沪硅产业常务副总裁李 炜表示，投资者要建立"三位一体"的评估框架，从研发、企业增长、护城河壁垒优选龙头企业。 6年多来，科创板已汇聚600家硬科技企业上市，逐步成为观察中国科技发展态势的重要窗口。从企业视 角看，普通投资者如何筛选优质的科创企业，最应该关注哪些核心指标？对此，沪硅产业常务副总裁李 炜表示，投资者要建立"三位一体"的评估框架，从研发、企业增长、护城河壁垒优选龙头企业。 ...

Core Viewpoint - The core support for the Science and Technology Innovation Index (科创综指) in 2026 is identified as policy support, improvement in corporate profitability, and demand for capital allocation [1] Group 1 - The Science and Technology Innovation Index was officially launched at the beginning of 2025 and recorded a total increase of 46.3% by December 31, 2025 [1][1] - The analysis emphasizes the importance of macroeconomic and policy perspectives in understanding the index's future performance [1]