盘面上，石油天然气、航天军工、超硬材料、煤炭、光伏等板块涨幅居前，存储芯片概念股走势分化；贵金属板块重挫，半导体设备、保险板块跌幅居 前。 1月22日上午，A股三大股指高开低走。截至午间收盘，沪指跌0.15%，深证成指跌0.17%，创业板指跌0.4%。 个股涨多跌少，全市场共有3265只个股上涨，60只个股涨停，2044只个股下跌。成交额方面，沪深两市半日成交额为1.77万亿元，较上个交易日放量1426 亿元。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 玻璃纤维 | 大飞机 | 超硬材料 | 航母 | 光伏 | 燃气 | 石油天然气 | 航天军工 | 建材 | 能源设备 | | 4.54% | 4.02% | 3.63% | 3.44% | 3.29% | 3.75% | 3.00% | 2.71% | 2.37% | 2.16% | | 培育钻石 | 天然气 | 中航系 | | 油气开采 十大军工集团 化纤行业 | | 造纸 | 钢铁 ...

Market Overview - The A-share market opened high but closed lower, with the Shanghai Composite Index down 0.15%, Shenzhen Component down 0.17%, and ChiNext down 0.4% [1] - A total of 3,265 stocks rose, 60 stocks hit the daily limit, and 2,044 stocks fell, with a trading volume of 1.77 trillion yuan, an increase of 142.6 billion yuan compared to the previous trading day [2] Sector Performance - The oil and gas sector saw significant gains, with multiple stocks hitting the daily limit, including major players like China Petroleum and China Petrochemical [5][6] - The commercial aerospace sector continued to rebound, with stocks like Jieli Rigging and Boyun New Materials seeing substantial increases [3][4] - The superhard materials sector also experienced an upward trend, with stocks such as Yujing Co. and Boyun New Materials reaching their daily limits [8][9] - Conversely, the precious metals sector faced a downturn, with significant declines in stocks like Xiaocheng Technology and Western Gold [11][12] Key Stock Movements - Notable gainers in the commercial aerospace sector included: - Boyun New Materials: 9.97% increase, market cap of 7.5 billion yuan [4] - Superjet Co.: 9.63% increase, market cap of 26.6 billion yuan [4] - In the oil sector, notable performers included: - China Petroleum: 1.30% increase, market cap of 1,805.1 billion yuan [6] - Blue Flame Holdings: 10.05% increase, market cap of 7.8 billion yuan [6] - In the superhard materials sector, key stocks included: - Yujing Co.: 10.00% increase, market cap of 12.4 billion yuan [9] - Boyun New Materials: 9.97% increase, market cap of 7.5 billion yuan [9] Market Influences - The Brent crude oil price rose to $64.92 per barrel, up 5.85% from earlier in the month, with expectations that OPEC+ supply risks will keep prices above $60 [6][7] - The International Energy Agency projected a daily increase in global oil demand of 930,000 barrels by 2026, higher than previous estimates [7]

【导读】深圳全面高效落实引耐心资本、大胆资本助力新质生产力发展 深圳科技创新和产业发展迎来重大利好！ 1月22日，深圳市地方金融管理局发布《深圳市关于保险业助力科技创新和产业发展的行动方案（2026—2028年）（征求意见稿）》（以下简称《行动方 案》），公开向社会征求意见。 《行动方案》提出了推动保险支持科技创新和产业发展及构建保险业新发展格局的十六项措施。每项措施的实施，都落实到具体牵头单位及责任单位。 未来三年每年为科技企业 提供风险保障超5万亿元 《行动方案》提出，力争到2028年底完成三方面工作目标： 推动全国险资在深投资突破1万亿元 在推动保险支持科技创新和产业发展方面，《行动方案》提出了优化保险资金运用机制、大力发展科技保险、服务"20+8"产业集群发展、加强人工智能风 险保障、助力生物医药产业创新、加快推动低空保险发展、促进新能源车险高质量发展、完善海洋产业保险服务体系、加强深港保险合作互通、强化企 业"走出去"保险服务及建立健全再保共保机制等十一个方面的措施。 具体措施包括：积极推动保险资金投资环境建设和生态完善，建立"险资入深"常态化项目对接机制，促进长期资本精准匹配，推动全国保险资金在深 ...

Core Viewpoint - Apple has announced a limited-time promotional event in China, offering discounts of up to 1000 yuan on selected products from January 24 to January 27, 2026, although the newly released iPhone 17 series is excluded from this promotion [1]. Group 1: Promotional Details - The promotion includes products such as iPhone 16, MacBook, iPad, and Apple Watch, with a purchase limit of 2 items per product category per customer [3]. - Eligible payment methods include Alipay, Huabei, WeChat Pay, and specific credit cards, and the promotion cannot be combined with other discounts [3]. - The price for the 128GB iPhone 16 is listed at 5399 yuan, with a promotional price of approximately 5099 yuan [5]. Group 2: Market Response - Some consumers have expressed skepticism about the promotion, suggesting that it is unnecessary and that better deals are available through third-party retailers [4]. - A notable competitor, JD.com, offers the same iPhone model for under 4500 yuan after government subsidies [7]. Group 3: Market Trends and Sales Performance - Apple's pricing strategy, combined with domestic subsidy policies, has significantly boosted sales, with a reported 21.5% year-on-year increase in shipment volume in China for Q4 2025, reclaiming a 21.1% market share [10]. - Despite a decline in revenue from the Greater China region in fiscal year 2025, the launch of the iPhone 17 series has reversed this trend, with approximately 1329.53 million units sold by the end of 2025 [10]. - The iPhone 17 series has shown strong performance, with over 1700 million activations in China, and the iPhone 17 Pro Max alone exceeding 785 million activations [10].

（原标题：张建龙被查！） 自然资源部原党组成员，国家林业和草原局原党组书记、局长张建龙涉嫌严重违纪违法，目前正接受中 央纪委国家监委纪律审查和监察调查。 来源：中央纪委国家监委网站 ...

Market Overview - A-shares major indices opened higher and continued to fluctuate, with the Shanghai Composite Index up by 0.46%, Shenzhen Component Index up by 0.26%, and ChiNext Index up by 0.4% [1][2] Sector Performance - The oil and petrochemical, national defense and military industry, and construction materials sectors showed strength, with large aircraft, natural gas, aircraft carriers, and fiberglass concepts leading the gains [2][3] - The oil and petrochemical sector saw significant gains, with companies like Zhongjie Oil and Gas, Blue Flame Holdings, and PetroChina showing notable increases [3][4] Oil and Petrochemical Sector - The International Energy Agency's latest report predicts that global oil demand will increase by 930,000 barrels per day by 2026, higher than the previous forecast of 860,000 barrels [4][5] - The demand growth is expected to come entirely from non-OECD countries, driven by economic recovery and lower oil prices compared to the previous year [5] National Defense and Military Sector - The national defense and military sector continued to rise, with large aircraft, aircraft carriers, and commercial aerospace leading the way. Companies like Triangle Defense and Jianghang Equipment reached significant gains [5][6] Individual Stock Highlights - Fenglong Co. achieved a 17-day consecutive limit-up, trading at 90.48 yuan per share, with a significant buying interest [7] - ST Yanshi experienced a rapid price increase, moving from a limit down to a limit up within one minute, with a current price of 2.35 yuan per share and a market capitalization of 786 million yuan [9]

1月22日，韩国股市KOSPI指数涨超2%，再创历史新高，首次突破韩国总统李在明设立的5000点目标。 个股方面，三星电子、SK海力士和现代汽车对指数的贡献居前。过去一年来，KOSPI指数上涨超过90%。 | 名称 | 现价 | 涨跌幅 | 总 三 | | --- | --- | --- | --- | | 三星电子 | 155600 | 4.08% | 921.10万亿 | | 005930.KS | | | | | SK海力士 | 759000 | 2.57% | 552.55万亿 | | 000660.KS | | | | | 三星生物制剂 | 1796000 | -4.11% | 127.83万亿 | | 207940.KS | | | | | 现代汽车 | 575000 | 4.74% | 117.74万亿 | | 005380.KS | | | | | LG新能源 | 412000 | 4.44% | 96.41万亿 | | 373220.KS | | | | | 起亚汽车 | 173400 | 0.76% | 68.96万亿 | | 000270.KS | | | | 消息面上，韩国经济在202 ...

（原标题：溢价率超50% 国投白银LOF今日全天停牌） 【导读】国投白银LOF基金宣布1月22日全天停牌 疯狂的白银基金宣布1月22日全天停牌。 1月21日，国投白银LOF基金公告称，将于1月22日开市起停牌至收市。 Wind数据显示，截至1月21日，国投白银LOF二级市场价格报收于3.92元，溢价率超50%。尽管该基金A 类份额已经限额每日100元，但在净值上涨及套利大军涌入的共同作用下，白银基金四季度末规模上涨 至189.44亿元，相比三季度末规模增长超185%。 国投白银LOF 溢价率超50% 投资者需注意相关风险 最近一段时间，伴随着国际银价飙升，国投白银LOF净值一路上涨，但在限额申购的情况下，国投白银 LOF场内溢价率高企。 为了压低二级市场溢价率，基金公司一度尝试小额放宽国投白银LOF的申购限额。 1月22日全天停牌 在溢价率未能有效回落的情况下，国投白银LOF祭出全天停牌的大招。 1月21日晚间，国投白银LOF基金（以下简称"本基金"）发布公告称，为保护投资者利益，本基金将于1 月22日开市起停牌至收市。若本基金1月23日二级市场交易价格溢价幅度未有效回落，本基金有权通过 向深交所申请盘中临时 ...

1月21日晚间，美股三大指数高开高走，截至收盘，道琼斯指数涨1.21%，报49,077.23点；标普500指数 涨1.16%，报6,875.62点；纳斯达克指数涨1.18%，报23,224.82点。 在特朗普对世界经济论坛表示他不会以武力收购格陵兰之后，股市上涨，市场对这一问题的担忧缓解； 此前该担忧曾扰动市场并引发资金撤离美国资产。 特朗普在达沃斯的讲话中谈到，他认为美国在北约承担了财政和军事负担。以下这段话提振了股市： "我们从未要求任何回报，也从未得到任何回报。除非我决定使用过度的力量和强度——坦白说那样我 们将不可阻挡——否则我们大概仍然得不到回报。但我不会那么做。明白吗？现在大家都说'哦，太好 了。'这可能是我发表的最重要的一句话，因为人们以为我会用武力。我不必用武力。我不想用武力。 我不会用武力。" 特朗普的表态后，美债价格走高、收益率下行。恐慌指数暴跌，黄金涨幅收窄，白银价格跳水。 尽管特朗普排除了军事行动，但他仍表示，他正在"寻求立即谈判，再次讨论由美国收购格陵兰的事 宜"。 分析师表示，关键不在于特朗普说了什么，而在于他没有说什么。"他没有重申对欧洲的关税威胁；他 没有说政府会动用武力夺取格 ...

Core Viewpoint - The company, CK Hutchison Holdings Limited, has responded to rumors regarding the potential spin-off of its global telecommunications business for independent listing, stating that no decisions have been made regarding any transactions related to its telecommunications or retail assets [1][3]. Group 1: Company Announcement - On January 21, CK Hutchison Holdings Limited announced on the Hong Kong Stock Exchange that it is aware of media reports concerning the potential independent listing of its global telecommunications assets and business [1]. - The company emphasized that as of the date of the announcement, the board has not made any decisions regarding transactions involving its existing telecommunications or retail assets, including any independent listings [1][3]. - Shareholders and potential investors are advised that it is currently uncertain whether any such transactions will occur [1]. Group 2: Company Background - CK Hutchison Holdings Limited is a diversified enterprise operating in multiple countries, founded by Li Ka-shing, with the current chairman being Li Zeju, and is headquartered in Hong Kong [3]. - The company operates through four main sectors: ports and related services, retail, infrastructure, and telecommunications [3]. - In March 2025, the company had previously addressed similar rumors about the potential spin-off of its global telecommunications assets, reiterating that no decisions had been made regarding any transactions [3].