21世纪经济报道
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高盛董事长:长期投资多选股票而非黄金
21世纪经济报道· 2026-01-30 12:19
Group 1 - The core viewpoint is that long-term investors (10, 20, or 30 years) should prefer stocks over gold, despite the current high interest in gold. Goldman Sachs CEO David Solomon emphasizes that stocks outperform gold over decades [1] - In 2025, international gold prices surged nearly 70%, and in 2026, gold prices reached over $5600 per ounce. Solomon notes that while central bank gold purchases are noteworthy, stocks remain the superior long-term investment choice [1] - Geopolitical tensions are identified as a key driver for the recent rise in gold prices. Solomon stresses the importance of distinguishing between "noise" and substantive developments in investment decisions, indicating that the global economic structure remains fundamentally unchanged [1] Group 2 - Regarding the Chinese economy, Solomon acknowledges that China achieved its growth targets last year, highlighting its significant role in the global economy and its strengths in technological innovation and manufacturing [3] - He points out that China needs to shift from an export-driven economy to a consumption-driven one, predicting that future growth will increasingly come from consumption and services rather than manufacturing exports [3] - Solomon believes that the Chinese stock market remains attractive, although it is not as cheap as it was a year ago. He notes a gradual increase in foreign investment in the Chinese market, with expectations for a more balanced and open economy [3] Group 3 - Goldman Sachs' business in China focuses on investment banking, with recent improvements in IPO activity in Hong Kong and a recovery in consulting services, expanding opportunities for the firm [4] - Solomon advises young investors to create diversified investment portfolios to harness the power of compound interest, suggesting that a 7% annual return could lead to significant growth over time [6] - He emphasizes the importance of patience and a long-term perspective in wealth accumulation, encouraging young people to work hard and invest wisely for future financial security [6]
茅台批价和零售价同步大涨
21世纪经济报道· 2026-01-30 12:19
官方直销平台"i茅台"销售持续火爆,知名投资人段永平公开力挺,股价从"九阴真经"到"一阳手",茅台酒批价与零售价同步大幅上扬......贵州 茅台(6000519.SH)再次成为市场的焦点。 批发价方面。第三方平台"今日酒价"数据显示, 1月30日,各年份飞天茅台(53度/500ml规格,下同)批发参考价迎来全面上涨,涨幅超出市 场预期。具体来看,2026年飞天茅台原箱报1710元/瓶,较前一日大幅上涨100元, 单日涨幅6.21%;散瓶报1650元/瓶,上涨80元,涨幅 5.1%。2025年飞天茅台表现最为抢眼,原箱报1730元/瓶,较前一日暴涨110元,单日涨幅高达6.79%;散瓶报1650元/瓶,上涨70元,涨幅 4.4%。 | 茅台飞天 | | | 2026年1月30日 (公众号: 今日酒价) | | --- | --- | --- | --- | | 昭名 | 规格 | 昨日行情 | 今日行情 | | 2 26年飞天(原) | 53度/500ml | 1610 | 1710 t | | ② 26年飞天(散) | 53度/500ml | 1570 | 1650 1 | | 25年飞天(原) | 53度 ...
特朗普宣布下任美联储主席提名人选
21世纪经济报道· 2026-01-30 11:58
来源丨新华社 编辑丨黎雨桐 中国投资者去年买走全球近十分之一黄金 多家外资机构认为A股今年将延续涨势 SFC 21君荐读 美国总统特朗普30日提名美联储前理事凯文·沃什为下任美联储主席,这一提名还需获得参议 院批准。 ...
机器人们为何抢着上春晚
21世纪经济报道· 2026-01-30 11:24
Core Viewpoint - The article discusses the increasing competition among leading Chinese robotics companies to showcase their products at the 2026 Spring Festival Gala, highlighting the event's significant impact on brand visibility and market confidence [1][2]. Group 1: Company Highlights - Yushu Technology has been a recurring participant in the Spring Festival Gala, gaining widespread recognition after showcasing its humanoid robot in 2022, which led to a substantial increase in sales, with over 5,500 humanoid robots sold in 2025 [2]. - Magic Atom, a new entrant founded in January 2024 by the core team behind Xiaomi's robotic dog, is competing for a spot at the gala with a diverse product line [1]. - Galaxy General, established in 2023, focuses on creating AI models for robots and has rapidly reached a valuation of $3 billion, indicating strong investor interest [1]. Group 2: Importance of the Spring Festival Gala - The Spring Festival Gala is projected to reach an audience of 16.8 billion people in 2025, making it a powerful platform for brand elevation and market penetration for robotics companies [1]. - Participation in the gala serves as a significant "credit endorsement" for startups, enhancing their appeal to investors and increasing market confidence in the robotics sector [2]. - Following the 2025 gala, there was a notable surge in investor interest in the robotics industry, with previously hesitant investors now eager to fund projects that seemed too costly or impractical before [2]. Group 3: Market Implications - The competition among robotics companies for a spot at the gala has led to intense bidding, with reports suggesting offers in the range of millions to over a billion [3]. - The increasing presence of robots in the gala signifies a pivotal shift for the humanoid robotics industry from experimental phases to real-life applications, enhancing consumer acceptance [4]. - While participation in the gala represents a milestone, companies must focus on cost reduction, product refinement, and expanding real-world applications to sustain long-term success [4].
马年启新程,财智伴四季丨21财经VIP新春文创礼赠
21世纪经济报道· 2026-01-30 11:24
岁聿云暮,马年将至。 传统节气的韵律与财经智慧再次交织,2 1财经VIP携手2 1世纪经济报 道原创特色栏目 《财经二十四节气》推出五款全新文创周边,邀您共赴一场财智与诗意并存 的新春盛宴。 去年,我们以卷轴、红包套组等文创传递节气之美与财经底蕴。今年,我们将这份心意融入 日常器物,让知识与实用共生——五款新品从 旋转的灯影、雅致的腰扇、画面生动的冰箱贴 ,到拥有时光烙印的 笔记本、万年历 ,每一件都藏着岁时四季的财韵与祥瑞,为您的生活 添一抹文化底色。 购买 2 1 财经 VIP 年卡,解锁宝藏文创周边。 2 1财经V I P年卡 新春有礼 原价 4 8 8元 现仅 218元 加赠文创周边礼品(五选一) ▼ 点击下方图片,立即参与优惠▼ 文创礼品数量有限,先到先得! 五款文创新品,解锁四季财智 一起往下看吧! 财经二十四节气·旋转折叠灯 春 之 萌 芽 、 夏 之 繁 茂 、 秋 之 丰 盈 、 冬 之 蕴 蓄 , 灯 影 流 转 间 将 节 气 风 物 与 财 经 视 角 绘 于 灯 面 ,四季款式随机放送。 嘿 自动旋转折叠灯 四日中国 轻旋灯体,光影流转间,仿佛看见春耕时的市场生机、秋收后 的行情脉络 ...
多家外资机构认为A股今年将延续涨势
21世纪经济报道· 2026-01-30 11:24
岁末年初,宏利投资管理、摩根资产管理、联博基金等多家外资机构相继发布2026年市场展 望, 看好A股配置价值已成为外资机构的普遍共识。 "2026年A股市场吸引力有望进一步提升,建议关注高景气核心资产、出海相关赛道以及供需 格局向好的领域。"摩根资产管理中国资深环球市场策略师蒋先威表示,随着外部不确定性减 弱,叠加国内企业盈利周期触底回升,以及"反内卷"政策对部分行业产能扩张的约束,工业企 业利润修复进程有望加快。 需求的增长,亚洲高股息资产配置价值凸显。 A股市场吸引力有望进一步提升,建议关注高景 气核心资产、出海相关赛道以及供需格局向好的领域。 宏利投资管理亚洲区股票投资部主管蔡尚琴持有相似观点,在她看来,2026年上半年,亚洲股 票前景依然向好,主要受惠于有利的货币环境及盈利能见度提升。她指出,全球投资者对亚洲 股票的配置比例仍处偏低水平,意味着存在较大的重新配置空间。 联博基金副总经理、投资总监朱良则建议关注中国"转型"契机下的资本市场表现。联博基金认 为,2026年较优配置应包含长期资产与部分红利型、营收健康的企业,尤其关注科技AI、创 新药与稳健新消费企业。 A股市场吸引力进一步提升 2025年, ...
警方通报涉金晨交通事故
21世纪经济报道· 2026-01-30 10:16
1月30日,@平安柯桥 发布通报,全文如下: 湖塘街道一路段时,为避让路上窜行犬只发生单 车事故,造成车内3人轻微受伤,及驾驶车辆、道 路路牌、村居围墙受损。 事故发生后,金某因脸部受伤急于就诊,在 刘某祎的陪同下打车离开,直接前往上海一医院 检查住院,由徐某青留在现场报警处置。交警调 查中,徐某青谎称自己系驾驶员,民警经初查判 断为单车事故,未发现异常情况,遂按简易程序 进行处理。 1月29日,我局关注到网传金某在绍兴柯桥涉嫌交通肇事"顶包"信息后,立即成立专班,开展 事故情况复查、调查过程复核等工作。 现基本查明,2025年3月16日中午11时许,金某、徐某青、刘某祎(经核查,三人均为外省籍人 员,均系首次来绍)结伴在绍兴柯桥古镇游玩、购物,其间未就餐。15时07分,金某(持有效驾 驶证件)驾驶沪F牌照黑色越野车,途经柯桥湖塘街道一路段时, 为避让路上窜行犬只发生单 车事故,造成车内3人轻微受伤,及驾驶车辆、道路路牌、村居围墙受损。 事故发生后,金某因脸部受伤急于就诊,在刘某祎的陪同下打车离开,直接前往上海一医院检 查住院,由徐某青留在现场报警处置。交警调查中,徐某青谎称自己系驾驶员,民警经初查判 断为单 ...
金银急速跳水,黄金跌破5000美元,白银跌破100美元
21世纪经济报道· 2026-01-30 09:55
记者丨黎雨桐 编辑丨金珊 视频丨 柳润瑛 30日傍晚,贵金属急速跳水。 现货黄金失守5000美元关口,日内跌幅超7%。 | < W | 伦敦金现 | | | | | | --- | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | 4985.889 #4 | | | 5377.160 总量 | | 0 | | -391.271 - -7.28% 开盘 | | | | 5390.563 现手 | 0 | | 最高价 | 5451.010 持 仓 | | | 0 外 盘 | 0 | | 最低价 | 4975.420 | 增 仓 | | 0 内 盘 | 0 | | 关时 | 王日 | | | 周K 更多 | (0) | | 叠加 | | | | 均价:0.000 | | | 5778.900 | | | | 7.47% 卖一 4986.171 | | | | | | | 买一 4985.889 | | | 1 No | | | | 0.00% | | | 49.75.420. | | | -7.47%- | | | | 6:00 | 12:00 ...
黄金跌破5100美元关口,白银大跌10%,瑞银大幅上调黄金目标价至6200美元
21世纪经济报道· 2026-01-30 09:07
记者丨黎雨桐 编辑丨金珊 30日,贵金属继续大幅下跌。 截至16:45,现货黄金已跌破5100美元关口,日内跌幅超5%。 | < W | 伦敦金现 | | | | | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | 5091 859 " " " | | 5377.160 总量 | 0 | | -285.301 -5.31% 开盘 | | | 5390.563 现手 | 0 | | 最高价 | 5451.010 持 仓 | | 0 外 营 | 0 | | 最低价 | 5051.305 | 增 仓 | 0 内 盘 | 0 | | 分时 | モ日 日K | | 周K 月K 更多 | (0) | | 叠加 | | | 均价:0.000 | | | 5703.015 | | | 6.06% 卖一 5092.096 | | | | | | 买一 5091.859 | | | | | | 16:44 5092.789 | 0 | | 53 1 460 | | | 16:44 5092.829 | 0 | | | | | 0.00% 16:44 509 ...
工行、农行多款实物黄金全线断货
21世纪经济报道· 2026-01-30 08:10
编辑丨曾芳 视频丨许婷婷 1月30日,21世纪经济报道记者登录多家银行App发现,工商银行、农业银行旗下多款投资类 实物黄金产品已显示"暂时无货", 部分产品甚至全线断货。 在工商银行App贵金属的"投资专区",其全线产品已显示断货。其中,核心产品"如意金"已全 线售罄。该产品为工商银行发行的实物黄金,成色为Au999.9,涵盖5克、10克、20克、50 克、100克、200克、500克、1000克共八种规格。系统显示,该产品累计已销售超过181万 套。 记者丨张欣 工行如意金购买页面,来源:工商银行App 此外,工商银行"大师十二生肖传世金纪念版"(规格一般为5克、10克、20克)与"筑梦中华金 条"(规格为20克至1000克)也全部显示 "该商品暂时无货" 。 农业银行App贵金属商城中,黄金投资类主打产品——5克"传世之宝"系列(含兔年、蛇年、 龙年等主题)以及"福禄寿喜金钱"等产品也全部标注"已售完"。该系列产品为农业银行监制发 行,山东招金银精炼有限公司制造。 农行部分生肖金币购买页面,来源:农业银行App 实物黄金产品的热销,呼应了全球黄金需求的整体走势。 世界黄金协会1月29日发布的《2025 ...