Group 1 - Elon Musk plans to schedule SpaceX's IPO for mid-June, coinciding with a rare planetary alignment and his birthday, aiming to raise $50 billion with a valuation of approximately $1.5 trillion, potentially making it the largest IPO in history [1][2][5] - The IPO is expected to generate significant demand from both institutional and retail investors, surpassing the previous record set by Saudi Aramco's $29 billion IPO in 2019 [2][3] - SpaceX has appointed major banks including Bank of America, Goldman Sachs, JPMorgan, and Morgan Stanley as lead underwriters for this significant transaction [3] Group 2 - The motivation behind Musk's push for the IPO is to secure funding for the development of the Starship rocket system aimed at reaching Mars, as well as to enhance SpaceX's competitive position in the AI sector [4] - SpaceX is also working on technology to deploy data centers in space, leveraging its Starlink satellite network, which consists of 9,400 satellites [4] - The IPO date in June reflects Musk's personal influence on corporate decisions, with some analysts suggesting that the timing is also linked to the upcoming planetary alignment [6] Group 3 - The Chinese commercial space sector is also making significant strides, with the China Aerospace Science and Technology Corporation emphasizing the importance of reusable rocket technology and planning to enhance its capabilities in commercial launches [7] - In 2025, China's commercial space industry is projected to maintain rapid growth, completing 50 launches, which accounts for 54% of the country's total space launches, with a significant number of commercial satellites being deployed [8] - The advancement of reusable rocket technology is expected to drastically reduce launch costs and stimulate demand for satellite deployment in various sectors, indicating a potential boom in China's commercial space industry [8]

数据显示，截至2024年底，全国60岁及以上老年人口达3.1亿，占总人口的22%，养老服务供需适配与质量提 升成为民生保障重中之重。而当前养老服务设施建设存在"落地难、成本高"的突出痛点，此次三部门联合出台 《若干措施》，旨在通过强化自然资源要素保障，降低养老服务机构建设和运营的制度性成本，充分释放存量 土地和房屋资源潜力。 降低用地成本，新建小区必须配建 《若干措施》聚焦"成本能降尽降"，从规划源头到供地环节多管齐下，构建低成本用地政策体系。规划层面， 明确养老专项规划纳入国土空间详细规划和"一张图"管理，推广土地混合开发与空间复合利用，允许非独立占 地养老设施与其他建筑兼容建设，从根本上削减单独占地成本；供地层面，对非营利性养老机构用地应保尽 保、依法划拨，免除土地出让金；对营利性养老用地全面推行长期租赁、先租后让等灵活模式，土地出让金可 分2年缴清，同时支持地方在不低于协议出让最低价的前提下，合理确定经营性养老用地出让底价，切实缓解 企业初期资金压力。 近日，自然资源部、民政部、国家卫生健康委联合印发《关于深化自然资源要素保障 支持养老服务改革发 展的若干措施》（以下简称《若干措施》），以"降低用地成本 ...

黄金概念股的热度有点高！ 近期，国际金价持续大涨。今日（1月28日）盘中，现货黄金涨幅一度超过2%，并突破5300美元/盎司，再创 历史新高。 截至记者发稿，现货黄金日内涨幅收窄至1.55%。现货白银一度跳水翻绿，现涨0.46%，此前一度 涨超3%。 值得关注的是，在国际金价加速上行的背景下，A股黄金概念股近期也持续大涨。1月28日，黄金概念股再度 出现涨停潮，涨停个股数量超过30只。其中，白银有色7连板，四川黄金10天7板，招金黄金8天6板，中国黄 金、豫光金铅4连板，西部黄金6天3板。 1月28日晚间，多只黄金概念牛股发布公告，提示交易风险。白银有色、豫光金铅、四川黄金、中国黄金均表 示，公司股价短期涨幅较大，可能存在下跌风险；赤峰黄金、西部黄金也发布公告，提示投资者注意二级市场 交易风险。 多只黄金概念股紧急提示风险 赤峰黄金 发布股价异动公告称，公司股票价格连续多日上涨，股价处于历史高位，请广大投资者注意二级市 场交易风险，理性投资。1月28日，公司股票换手率为8.39%，前五个交易日日均换手率为7.67%，近期存在换 手率较高的风险。公司主营业务为黄金采选，目前内部生产经营秩序正常，内外部经营环境未 ...

又一全年数据发布。 1月28日，上海市证券同业公会在官网披露2025年上海地区证券经纪业务分支机构经营简况，这座国际金融中 心的证券分支机构，全年斩获128.19万亿元A股交易额，较去年同期激增80.4%，2025年全年平均佣金率为 0.192‰，同比下降13.9%，即传统经纪业务面临量增价减的行业变局。 交易量猛增八成 截至2025年末，上海地区从事证券经纪业务的分支机构共计842家，其中包括分公司108家，营业部734家。 监管分类显示，A类机构54家，B类机构240家，C类机构440家。与往年相比，分支机构总数略有调整，反映 出行业在市场竞争中不断优化整合的趋势。 上海地区证券分支机构以仅占全国八分之一的机构数量，却贡献了全国近三分之一的交易量，市场份额从去年 的27.93%提升至30.98%，增加3.05个百分点。 2025年全年，上海地区分支机构A股交易量达到128.19万亿元，同比增加80.4%，同期全国沪深A股交易量为 413.8万亿元，上海地区占比30.98%，较上年上升3.05个百分点。 2025年全年上海地区分支机构营业收入达到364.84亿元，同比上升45.4%，增幅显著。 华南某分管财 ...

受高原槽东移和冷空气共同影响,29日至31 日,我国中东部等地将现大范围雨雪天气过 程。据中国天气网气象分析师孙倩倩介绍， 本次过程具有影响范围大、部分地区降雪较 强、雨雪相态复杂等特点。雨雪影响波及超 25个省区市,多地局部有暴雪。 重点城市雨雪进程表 J. J. J. L. PHONDE FOR 点城市市四出品 == 日本气气 30 = 3115 十年 下午 夜间 夜间 FF NA 量量 早晨 TS = 兰州 = 8 * 太原 呼和浩特 郑州 正式汉 合肥 " " France 不同期 福州 从具体雨雪进程来看,29日,西北地区东 部、华北中西部至江南西部、华南等地将有 降水出现。30日,华北、黄淮中西部、西北 地区东部和南方大部都有雨雪。31日，降水 >> 伏达以细,以另,土安影响尔削司。 快来查收这份 南方降水主要影响时段为29日夜间至31日, 长江中下游等地降水相态较为复杂,将有雨 雪转换,湖北西部、湖南西部及贵州东部等 局地有冻雨。城市中,武汉、合肥、南京、 杭州或现雨夹雪,长沙和福州以降雨为主。 道路流清 出荷浦 提醒大家,受雨雪过程影响,陕西、山西、 河南、湖北等部分地区可能出现道路积雪或 结 ...

Macro Dynamics - The first APEC Senior Officials' Meeting in 2026 will be held in Guangzhou from February 1 to 10, marking the first formal event of APEC China Year [2] Energy Sector - By the end of 2025, China's total installed power generation capacity is expected to reach 389 million kilowatts, a year-on-year increase of 16.1%. Solar power capacity will reach 120 million kilowatts, up 35.4%, while wind power capacity will reach 64 million kilowatts, up 22.9% [3] Financial Institutions - China Construction Bank announced the appointment of Tang Shuo as the new vice president, with the approval from the National Financial Regulatory Administration [8] - Ping An Life increased its stake in China Life H-shares to 9.14%, acquiring 11.891 million shares at an average price of HKD 32.0553 per share, totaling approximately HKD 381 million [9] Market Data - On January 28, the A-share market showed mixed results, with the Shanghai Composite Index rising by 0.27% and the Shenzhen Component Index increasing by 0.09%. The total trading volume was approximately CNY 29,654.1 billion, an increase of about CNY 704.29 billion from the previous trading day [10] - As of January 27, the financing balance on the Shanghai Stock Exchange was CNY 1,365.541 billion, a decrease of CNY 12.58 billion from the previous trading day, while the Shenzhen Stock Exchange's financing balance was CNY 1,331.408 billion, down CNY 8.96 billion [11] - The Hong Kong stock market closed with the Hang Seng Index up 2.58% and the Hang Seng Tech Index up 2.53%, with significant gains in gold and real estate stocks [12] Company Dynamics - The wholesale price of Feitian Moutai has risen to approximately CNY 1,600 per bottle, an increase of CNY 35 from the previous day, marking a 7% rise from the recent low of CNY 1,495 [14] - ASML announced a restructuring of its technology and IT departments, potentially resulting in a net reduction of 1,700 jobs, primarily in the Netherlands and some in the United States [15] - Industrial Fulian expects a net profit attributable to shareholders of CNY 35.1 billion to CNY 35.7 billion for 2025, representing a year-on-year increase of 51% to 54% [16] - Hainan Mining is planning to acquire control of Fengrui Fluorine Industry through a combination of share issuance and cash payment, with stock trading suspended starting January 29, 2026 [17]

Group 1 - The Shanghai municipal government held a party style and clean government construction work meeting on January 27, with Mayor Gong Zheng in attendance [1] - Lu Shan, the Vice Governor of Zhejiang Province, has been appointed as a leader in Shanghai [2] - Lu Shan, born in May 1972, is a Han Chinese, holds a graduate degree, and is a member of the Communist Party [3] Group 2 - Lu Shan previously served as the Director of the Planning Department of the Ministry of Industry and Information Technology and became the Vice Governor of Zhejiang Province in March 2021 [4] - During his tenure as Vice Governor, Lu Shan was responsible for education, technology, commerce, foreign affairs, and port-related work, overseeing several provincial departments and institutions [4]

Core Viewpoint - The article discusses the recent adjustments in trading margins and price limits for precious metals, particularly gold and silver, in response to rising international prices and a declining US dollar index. It highlights the increased investment interest and the measures taken by financial institutions to manage risks associated with these investments. Group 1: Trading Adjustments - The Shanghai Gold Exchange has adjusted the margin level for silver deferred contracts to 20% and the price fluctuation limit to 19% [1] - The Shanghai Futures Exchange has also made changes to the price limits and margin ratios for gold, silver, and nickel futures contracts [1] - The Chicago Mercantile Exchange announced adjustments to margin parameters for certain silver, platinum, and palladium futures contracts, with some silver contracts now requiring a margin of approximately 11% of nominal value [1] Group 2: Market Performance - On January 28, gold futures prices on the New York Commodity Exchange surpassed $5300 per ounce, while domestic gold prices approached 1200 yuan per gram, marking a daily increase of 3.6% [2] - The precious metals sector saw significant stock price increases, with companies like Zhaojin Gold and China Gold hitting daily limits, and the gold stock ETF (159562) rising by 9.25% on the same day [2] - The futures market experienced an influx of nearly 4.7 billion yuan in precious metals, with 4.4 billion yuan flowing into Shanghai gold alone [2] Group 3: Banking Sector Adjustments - Banks have raised the investment thresholds for retail gold accounts and personal accumulation gold services, with several banks setting the minimum at over 1200 yuan per gram [4] - Investment suitability management has been strengthened, with banks adjusting the risk assessment levels for gold-related services to higher categories, reflecting a shift in the perception of gold from a stable savings alternative to a high-volatility risk asset [4][5] - More banks are expected to follow suit in increasing their risk assessment standards for gold investment services in 2026 [4] Group 4: Price Forecasts - Analysts predict that the declining US dollar index will be a significant factor driving gold prices higher, with the index recently dropping to around 95, a low not seen since February 2022 [6] - Citigroup has raised its silver price target from $100 to $150 per ounce, while the Royal Bank of Canada believes that the upward momentum for gold has not yet peaked, projecting potential prices of up to $7100 per ounce by the end of 2026 [6]

消费领域，又迎来政策利好！ 1月28日晚间消息，深圳市市场监督管理局、深圳市发改委等五部门印发《深圳市优化消费环境三年行动计划 （2026—2028年）》。其中提到，创新发展数字消费，推进电子竞技、社交电商、直播电商、无人零售店等新 业态布局，拓展"数字人"多场景应用。 行动计划还提到，大力促进家居消费，鼓励智能家居企业加快适配国产操作系统和芯片，推动家具、电视、影 音娱乐、门锁、厨具、照明、扫地机器人、健身器材等全面接入AI，打造智能家居"拳头产品"。在风险可控前 提下，合理提高消费贷款额度、延长贷款期限。 来看详细报道！ 深圳重磅发布 日前，深圳市市场监督管理局、深圳市发改委、深圳市工业和信息化局、深圳市商务局、深圳市文化广电旅游 体育局等五部门印发《深圳市优化消费环境三年行动计划（2026—2028年）》（以下简称"行动计划"）。 行动计划提到，大力提升消费质量。加大优质产品推广力度，鼓励电商平台、大型商超等开设产品质量分级专 区，推动全国农产品质量分级评价中心落地深圳。针对民宿、养老、健康、旅游等领域，加强服务质量评价指 标、模型、方法研究，建立涵盖消费体验、配套服务、品牌聚集度、氛围营造等多维度的服 ...

AI行情仍在继续！ 1月28日，全球光刻机龙头阿斯麦（ASML）发布的财报显示，公司2025年第四季度净销售额达97亿欧元，创 纪录新高，超出市场预期。受人工智能芯片制造产能投资扩大推动，公司2025年第四季度的订单额达132亿欧 元，是分析师平均预期的2倍。阿斯麦还上调了业绩展望，预计2026年全年销售额将在340亿欧元至390亿欧元 之间，而分析师的预期为350亿欧元。 受上述强劲的财报刺激，美股夜盘交易时段，阿斯麦股价直线拉升，涨幅一度超过10% 。截至北京时间28日 15:50，阿斯麦的涨幅仍接近9%。若美股正式开盘后维持这一涨势，阿斯麦单日市值将增长超500亿美元，总 市值也将突破6000亿美元，再创历史新高。 另外，在欧洲股市，阿斯麦的股价涨超7%，创历史新高。 大超市场预期 阿斯麦预计，2026年第一季度公司的销售额在82亿欧元至89亿欧元之间，毛利率在51%至53%之间。 北京时间1月28日下午，阿斯麦（ASML）发布了2025年第四季度和全年业绩报告。数据显示，公司2025年全 年净销售额为327亿欧元，净利润为96亿欧元，均创历史新高。 更为亮眼的是，2025年第四季度，阿斯麦的净销售额为 ...