（原标题：黄金白银大涨！） 1月23日，A股三大指数集体高开。盘面上，黄金概念、化纤、有色、商业连锁等板块涨幅居前；半导体、家居用品、旅游等板块跌幅居前。 港股方面，恒生指数和恒生科技指数均飘红。微创医疗涨超9%，长飞光纤光缆涨超8%，老铺黄金、泡泡玛特等涨逾6%，阿里巴巴涨超3%，小米 集团涨超2%。 （原标题：贵金属概念股高开，黄金白银大涨！） 贵金属概念股高开 湖南白银涨超8%，四川黄金、中金黄金、山金国际、晓程科技等跟涨。 23日早盘，现货黄金持续拉涨，盘中一度触及4960美元/盎司，截至发稿，小幅回落。现货白银突破98美元/盎司，国内沪银期货主力合约涨幅扩 大至7.79%，报24802元/千克。 当地时间周二，波兰央行表示，该行已批准一项购买多达150吨黄金的计划，这将使该国的黄金储备增加到700吨。 商业航天概念延续强势 巨力索具3连板，中超控股2连板，德恩精工、睿创微纳涨幅居前，飞沃科技、信科移动、金风科技、烽火通信冲高。 券商研报指出，商业航天产业方兴未艾，正迈入需求侧与供给侧双向发力的黄金时代。民营火箭公司发展迅速，产业链处于国家航天向商业航天 的转变阶段。另外，当前低轨卫星主要集中在空间段 ...

（原标题：可控核聚变商业化按下加速键，上市公司"秀肌肉"！点亮"人造太阳"还有多远？） 随着全球政策牵引、资本驱动和技术路径日趋清晰，可控核聚变商业化按下"加速键"，2026年更是被视 作可控核聚变元年。 近日在合肥举行的2026核聚变能科技与产业大会（简称"核聚变产业大会"），吸引了众多科研机构、重 点高校、金融机构、产业链上下游企业，不少上市公司也前往大会现场"秀肌肉"。证券时报记者采访获 悉，凭借前瞻布局、技术积累与资本运作，一批上市公司在超导材料、核心设备、工程总包等环节深度 参与可控核聚变重大项目，成为推动其产业化的重要力量。 与此同时，在可控核聚变投资热潮下，也有分析人士直言，并不是所有涌入这个赛道的企业都准备好 了"跑马拉松"。 商业化核聚变公司加速兴起 其中，安泰科技与合肥综合性国家科学中心能源研究院合作的先进偏滤器联合实验室正式成立，BEST 偏滤器靶板重大采购项目正式签约。安泰科技的钨铜材料成为核聚变装置第一壁的核心材料选择，并已 批量供应国内多个实验装置。安泰科技发布的消息显示，双方将共同推动我国可控核聚变能源工程化应 用，"抢占全球能源技术革命制高点，为可控核聚变能源产业化发展注入核心 ...

问界仅用46个月实现从0到100万的跨越，刷新了多项行业纪录，对此张兴海坦言： "没有国家的汽车政 策支持，其实没有我们的今天。" "十年前我们就洞察到，中国乃至全球已经不缺汽车的产销量，缺的是智能电动高端车，我们要造就造 高端电动车。"张兴海表示，怀揣着造高端电动车的初心，赛力斯第一个五年主攻电动化转型；随后的 第二个五年，赛力斯与华为携手，开创了整车企业与ICT企业跨界融合的行业先河，在这种新模式之 下，双方充分互信，发挥各自的长板效应，共同推出问界这一如今市场认可、用户喜爱的高端新能源汽 车品牌。 近日，在问界达成100万辆整车下线之际，赛力斯集团董事长（创始人）张兴海做客央视《微对话》节 目，围绕中国新能源汽车产业的创新突破，与主持人陈伟鸿深度交流。张兴海表示，在国家政策支持 下，中国新能源产业不断发展，实现全球领先。赛力斯锚定高端智能电动汽车主航道，以跨界融合的新 模式实现了问界的跨越式发展。未来赛力斯将坚持软件定义汽车的技术路线，以AI驱动技术和产品升 级，力争两年内实现问界第二个100万辆下线，把中国的高端新能源汽车带向全球。 怀揣高端初心 开创跨界融合新模式 正是这种前瞻判断与开放协作，让问界 ...

人民财讯1月23日电，为深入贯彻落实国家关于发展新质生产力、建设航天强国和数字中国的重要部 署，把握空天信息与智能计算深度融合的战略机遇，谋划推动构建面向未来的太空算力基础设施体系。 中国信息通信研究院拟于1月26日召开2026年"星算.智联"太空算力研讨会。会议将举行"算力星网"联合 推进倡议暨《太空算力发展前瞻研究报告(2026年)》启动仪式。另外，国星宇航将介绍"国星宇航星算 计划"，之江实验室将介绍"三体计算星座"，北京空间飞行器总体设计部将进行太空数智基础设施发展 展望等。 ...

Core Insights - The total margin balance for ETFs in the Shanghai and Shenzhen markets as of January 22 is 123.947 billion yuan, a decrease of 1.551 billion yuan from the previous trading day [1] - The financing balance for ETFs is 116.303 billion yuan, down by 1.503 billion yuan, while the securities lending balance is 7.644 billion yuan, a reduction of 0.048 billion yuan [1] ETF Financing Activity - On January 22, 238 ETFs experienced net financing inflows, with the Hai Fu Tong CSI Short Bond ETF leading with a net inflow of 134 million yuan [1] - Other ETFs with significant net financing inflows include the Huaxia CSI Electric Grid Equipment Theme ETF, E Fund CSI 300 Pharmaceutical ETF, and Silverhua CSI Innovative Drug Industry ETF [1]

人民财讯1月23日电，日经225指数早盘收涨0.34%，报53870.35点。 ...

Core Viewpoint - The total margin balance of the Sci-Tech Innovation Board decreased slightly to 294.76 billion yuan on January 22, 2026, indicating a minor decline in trading activity compared to the previous day [1] Recent Margin Trading Overview - On January 22, 2026, the total margin balance was 2947.57 billion yuan, down by 1.41 billion yuan from the previous trading day [1] - The financing balance was 2936.96 billion yuan, a decrease of 1.26 billion yuan from the previous day [1] - The securities lending balance was 10.60 billion yuan, which decreased by 14.74 million yuan compared to the previous trading day [1] Historical Margin Trading Data - The total margin balance on January 21, 2026, was 2948.98 billion yuan, reflecting an increase of 3.13 billion yuan from January 20, 2026 [1] - On January 20, 2026, the total margin balance was 2945.85 billion yuan, which was a decrease of 22.70 billion yuan from January 19, 2026 [1] - The margin balance has shown fluctuations over the past weeks, with notable increases and decreases, such as a rise of 53.49 billion yuan on January 16, 2026, and a drop of 25.75 billion yuan on December 31, 2025 [1]

Core Viewpoint - The retail pharmacy sector experienced a significant rise in stock prices following the release of a government policy aimed at promoting high-quality development in the pharmaceutical retail industry [1] Group 1: Policy Impact - On January 22, the Ministry of Commerce and nine other departments issued guidelines to encourage horizontal mergers and acquisitions in the pharmaceutical retail sector [1] - The policy aims to optimize the business environment for retail pharmacies, including streamlining the application process for drug operating licenses for consolidated chain or standalone pharmacies [1] - It promotes the integration of wholesale and retail operations to enhance supply chain efficiency and reduce operational costs through shared logistics resources and collaborative quality management systems [1] Group 2: Market Outlook - According to Guojin Securities, leading compliant pharmacy chains are expected to benefit first from the ongoing regulatory push for industry standardization [1] - Companies that have proactively adjusted their store operations are projected to see a marginal recovery in revenue by the third quarter of 2025 [1] - Some leading companies are beginning to explore non-pharmaceutical product offerings, which could become a significant source of profit if they exceed expectations in performance [1]

基金去年四季度重仓股曝光。共2977只股票入围基金重仓股名单。调仓动向显示，新进654只，增持 1128只，减持1170只，24只股票基金持股数与前一季度相比持平。 证券时报·数据宝统计，基金新进股中，机械设备行业最为集中，83只股上榜，基础化工、电子、医药 生物等行业紧随其后，分别有65只、63只、49只个股入围。从所属板块看，基金新进股中，创业板有 186只、科创板有60只、深沪主板有363只、北交所有45只。 基金新进股持股市值排行榜 基金去年四季度新进股中，从期末持股市值来看，持股市值在亿元以上的有24只，持股市值在5000万元 ~1亿元之间的有23只，持股市值1000万元~5000万元的有117只。 持股市值最高的是超捷股份，去年四季度基金持股市值合计达14.93亿元，该股共获25只基金扎堆持 有，合计持股量达974.72万股，占流通股本的比例为7.36%；其次是国城矿业，基金新进股市值达7.85 亿元，共入围33只基金重仓股名单，持股总量为2822.12万股，占流通股本的比例为2.38%；淳中科技获 基金新进301.19万股，持股市值合计达6.73亿元，位列基金新进股持股市值第三位。 基金新进股持 ...

Group 1 - A total of 717 companies have announced their annual performance forecasts for 2025, with 232 companies expecting profit increases, accounting for 32.36% [1] - Among the companies forecasting profit increases, 136 expect a net profit growth of over 100%, while 119 anticipate growth between 50% and 100% [1] - The highest expected net profit growth is from Huisheng Biological, with a median increase of 1355.24%, followed by Southern Precision Engineering at 1273.50% and Shanghai Yizhong at 831.86% [1] Group 2 - The average increase in stock prices for companies expecting profit growth has been 13.25% this year, outperforming the Shanghai Composite Index [2] - The stock with the highest increase is Jinhaitong, which has risen by 88.03% year-to-date, followed by Baiwei Storage and Zhongtai Co., which have increased by 63.60% and 58.73% respectively [2] - Among the companies with declining stock prices, Penghui Energy has seen the largest drop at 15.67%, with Hongyuan Green Energy and Defu Technology also experiencing significant declines of 13.77% and 12.82% respectively [2] Group 3 - The list of companies expecting significant profit increases includes Huisheng Biological (1355.24%), Southern Precision Engineering (1273.50%), and Shanghai Yizhong (831.86%) [3][4] - Other notable companies with high expected profit growth include Jin'an Guoji (763.47%), Zhongtai Co. (677.22%), and Southern Power Source (667.73%) [3][4] - The sectors with the most companies expecting profit growth include electronics, basic chemicals, and pharmaceutical biology, with 20, 19, and 15 companies respectively [1]