（原标题：刚刚直线跳水！关税利空突袭韩国！特朗普宣布） 1月27日清晨，据央视新闻，当地时间1月26日，美国总统特朗普在其社交平台"真实社交"发文表示，由 于韩国国会未批准并落实此前与美国达成的贸易协议，美方将提高对韩国商品征收的关税税率。 特朗普突然对韩国出手。 美东时间1月26日，美国总统特朗普宣布，因韩国国会迟迟未批准美韩贸易协议，他已决定将对韩国汽 车、木材、制药产品以及其他"对等关税"项目的税率从15%上调至25%。受此影响，在美上市的韩国 ETF（韩国ETF-iShares MSCI）在美股盘后直线跳水，一度大跌超2%。 特朗普宣布 特朗普称，韩国立法机构"未能履行与美国达成的协议"，称该协议是其与韩国总统李在明于2025年7月 30日达成，并在其2025年10月29日访韩时再次确认。 特朗普表示，鉴于韩国方面尚未通过该项"具有历史意义的贸易协议"，他已决定将对韩国汽车、木材、 制药产品以及其他"对等关税"项目的税率从15%上调至25%。 受此影响，在美上市的韩国ETF-iShares MSCI在美股盘后直线跳水，一度大跌超2%，截至北京时间 06:50，跌幅达1.64%。 另外，贵金属市场也遭遇 ...

26日晚，白银价格加速上涨。伦敦银现货价格涨幅扩大至12%，纽约期银主力合约涨逾16%。 不过，今天凌晨，黄金与白银价格大幅回调，伦敦银现货价格转跌，报约103美元/盎司，此前最高触及117美元/盎司。伦敦金现货价格同样转跌，一度跌 破5000美元/盎司，此前在5100美元/盎司附近运行。 1月7日，上期所调整白银期货合约交易限额，自2026年1月9日（即1月8日夜盘）交易起，非期货公司会员、境外特殊非经纪参与者、客户在白银期货各合 约的日内开仓交易的最大数量为7000手。 2025年12月22日，上期所调整白银期货合约交易限额，自2025年12月24日（即12月23日夜盘）交易起，非期货公司会员、境外特殊非经纪参与者、客户在 白银期货AG2602合约的日内开仓交易的最大数量为10000手。 截至收盘，伦敦金现货价格下跌0.77%，报5000.2美元/盎司，较日内高点下跌约100美元/盎司；伦敦银现货价格下跌1.54%，报103.3美元/盎司，较日内高 点下跌近14美元/盎司；纽约期银主力合约上涨2.52%。内盘方面，沪金期货主力合约收涨1.49%，沪银期货主力合约收涨9.93%。 罕见！盘中、盘后，交易所接 ...

人民财讯1月27日电，中信建投（601066）证券研报认为，亚马逊近期对其AI算力服务——EC2机器学 习容量块的价格上调15%，标志着多年来云服务价格"只降不升"的惯例被打破，反映出算力供给紧张的 情况。全球最大AI开源社区Hugging Face最新数据显示：阿里千问开源模型下载量破10亿次，是全球首 个达成的开源大模型。中信建投建议一方面关注云计算服务商，可能跟进涨价，另一方面持续推荐AI 算力板块和AI应用。 近期，算力板块走势纠结。中信建投认为一是市场对2027年的需求展望仍存分歧，二是板块持仓较重。 如中际旭创（300308）和新易盛（300502）分别登上主动基金头号重仓股的第一和第三位。目前世界正 处于AI产业革命，类比工业革命的影响深远，需要以更长期的视角去观察。中信建投对AI带动的算力 需求以及应用持续乐观，算力板块短期的调整是机会。 ...

人民财讯1月26日电，截至发稿，现货白银涨超8%，现货黄金涨超2%。 （原标题：现货白银涨超8%，现货黄金涨超2%） ...

（原标题：国内期市夜盘收盘，棕榈油涨超1%） 人民财讯1月26日电，国内期市夜盘收盘主力合约多数下跌。焦煤、瓶片、对二甲苯跌超1%。棕榈油、 合成橡胶涨超1%。 ...

Group 1 - The company has initiated a share buyback plan totaling up to HKD 200 million, reflecting confidence in its long-term development and aiming to enhance market value and shareholder returns [1] - As of January 26, 2026, the company has repurchased 4,621,000 H-shares for approximately HKD 73,154,342, indicating that the current share price does not fully reflect the company's intrinsic value and business prospects [1] - The company's cornerstone investor, Horizon Together Holding Ltd., has purchased 688,200 H-shares in the open market, demonstrating confidence in the company's future development and ecological value [1] Group 2 - The company has secured a significant project order exceeding RMB 1.3 billion from a well-known automotive client, marking a major breakthrough in the intelligent driving sector and validating the company's technological capabilities [2] - The project is set to commence mass production in mid-2026, indicating a strong foundation for future revenue growth [2] - The company is advancing its globalization strategy, having established deep cooperation with India's Sterling Group for localized production and planning to deploy thousands of autonomous vehicles in the Middle East [2] Group 3 - The combination of the share buyback, the substantial order, and the overseas expansion efforts creates a strong positive resonance for the company's growth potential [3] - The company is well-positioned to align with the trends of automotive intelligence and industry globalization, suggesting promising long-term growth prospects [3]

Market Overview - On January 26, the Shanghai Composite Index fell by 0.09%, with institutional investors appearing on the trading lists of 41 stocks, net buying 21 and net selling 20 [1][3]. Institutional Trading Activity - The stock with the highest net buying by institutional seats was Wangsu Science & Technology, which closed at the daily limit with a trading volume of 6.927 billion yuan and a turnover rate of 22.89%. The net buying amounted to 218.04 million yuan, with a total net inflow of 1.71 billion yuan [2][5]. - Wald saw a price increase of 15.19%, with a trading volume of 1.365 billion yuan and a turnover rate of 9.30%. Institutional net buying reached 183.20 million yuan, while the total net outflow was 990.97 million yuan [2][5]. Performance of Stocks - Zhongchao Holdings experienced a decline of 7.01%, with a turnover rate of 34.00% and a trading volume of 3.811 billion yuan. Institutional net buying was 119.56 million yuan, but the total net outflow was 402 million yuan [3][5]. - The average increase for stocks with institutional net buying was 6.46%, outperforming the Shanghai Composite Index. Stocks like Wangsu Science & Technology and Maike Biological showed strong performance, closing at the daily limit [3]. Earnings Forecasts - Among the stocks with institutional net buying, five have released earnings forecasts for 2025. One stock is expected to see a profit increase, while another anticipates a profit. The highest projected net profit increase is for Huisheng Biological, estimated at 253 million yuan, representing a year-on-year increase of 1355.24% [3]. Net Selling Activity - The stock with the highest net selling by institutions was Tongling Nonferrous Metals, with a net selling amount of 369.27 million yuan. The total net outflow for the stock was 857 million yuan [4][7]. - Other notable net selling stocks included Xingye Silver Tin and Hunan Silver, with net selling amounts of 227.26 million yuan and 138.80 million yuan, respectively [4][7]. Deep and Shanghai Stock Connect - On January 26, 32 stocks on the trading list featured either Deep or Shanghai Stock Connect. Notable net buyers included Ju Li Suo Ju and Xiao Cheng Technology, with net buying amounts of 139.34 million yuan and 115.26 million yuan, respectively [7][8]. - Conversely, net sellers included Hunan Silver and Tongling Nonferrous Metals, with net selling amounts of 368.78 million yuan and 183.23 million yuan, respectively [7][8].

Core Viewpoint - JuJiao Co., Ltd. (301283) announced a profit forecast for 2025, expecting a net profit between 175 million to 215 million yuan, representing a year-on-year growth of 123.91% to 175.09% [2] Group 1: Financial Performance - The company anticipates a significant increase in net profit for 2025, with projections indicating a growth rate exceeding 100% [2] - The stock closed at 56.00 yuan, experiencing a slight decline of 0.02% on the announcement day [2] - The trading volume for the day was 146 million yuan, with a turnover rate of 5.67% [2] Group 2: Market Reaction - Historical data shows that 61.98% of stocks with a profit forecast increase of over 50% saw their prices rise on the announcement day, with 12 stocks hitting the daily limit up [2] - Over the following five days, 64.06% of these stocks experienced price increases [2] Group 3: Capital Flow - The stock saw a net inflow of 595,600 yuan from main funds on the announcement day, but there was a net outflow of 35.32 million yuan over the past five days [2] - As of January 23, the margin trading balance was 50.23 million yuan, with a financing balance of 49.90 million yuan, reflecting a decrease of 3.88% from the previous trading day [2] - The financing balance has increased by 11.46% over the past five days [2]

资金面上，该股今日主力资金净流出1172.81万元，近5日资金净流入1.93亿元。最新（1月23日）两融余 额6.60亿元，其中，融资余额6.59亿元，环比前一交易日下降2.83%，近5日融资余额累计下降9.43%。 （数据宝） （文章来源：证券时报网） 索通发展(603612)1月26日发布2025年业绩预增公告，预计实现净利润为7.30亿元~8.50亿元，净利润同 比增长167.98%~212.03%。 证券时报·数据宝统计显示，索通发展今日收于29.90元，上涨2.57%，日换手率为11.23%，成交额为 16.49亿元，近5日上涨14.91%。通过对2025年业绩预增50%以上的个股走势进行统计发现，预告发布后 当日股价上涨的占比61.98%，股价发布当日股价涨停的有12家。预告发布后5日股价上涨的占比 64.06%。 ...

Group 1 - The core point of the news is that a block trade of 100,000 shares of Haowei Group was executed on January 26, with a transaction amount of 12.85 million yuan and a transaction price of 128.50 yuan, representing a premium of 3.11% over the closing price of the day [1][3]. - In the last three months, Haowei Group has recorded a total of 11 block trades, with a cumulative transaction amount of 148 million yuan [2]. - On January 26, Haowei Group's closing price was 124.62 yuan, down 3.69%, with a daily turnover rate of 2.26% and a total transaction amount of 3.444 billion yuan, indicating a net outflow of 488 million yuan in main funds for the day [2]. Group 2 - The latest margin financing balance for Haowei Group is 5.27 billion yuan, which has increased by 82.21 million yuan over the past five days, reflecting a growth rate of 1.58% [3].