但斌美股持仓最新出炉。 私募排排网数据显示，截至2025年末，东方港湾持有的美股资产总市值约为13.16亿美元 （约合人民币91亿元），较三季度末的12.92亿美元略有增长。其投资组合共涵盖10只美股 标的，整体持仓结构在2025年四季度出现明显调整，进一步集中于科技板块巨头。 2025年第四季度，东方港湾进行了一系列调仓操作，清仓了包括Coinbase、奈飞、Astera Labs、 BitMine Immersion Technologies、博通、台积电在内的多只股票。与此同时，投资组合的重心更 加聚焦于大型科技公司。 校对： 李凌锋 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes 最引人注目的变化是，谷歌（GOOG）取代英伟达（NVDA），成为东方港湾的第一大重仓股。 这一变动主要源于两方面因素：一是东方港湾在去年四季度大幅加仓谷歌约40.55%，二是谷歌 股价在当季上涨近29%。截至2025年末，其对谷歌的持股市值达4.06亿美元，占美股持仓总规模 ...

"10万+"肉签新股再现A股市场。 2026年1月28日，新股恒运昌股价收盘大涨302.8%，盘中最高一度至390元，据此测算，中一签恒运昌新股上市首日最高浮盈将达14.89万元。这也是近期 A股市场新股表现良好的一个缩影。 在新股受到市场追捧的同时，亦"越来越难中签"， 恒运昌的网上发行最终中签率亦创出科创板新股网上发行最终中签率的历史新低。 A股"10万+"肉签新股再现 2026年1月28日， 科创板新股恒运昌与北交所新股农大科技正式在A股上市，股价分别大涨302.8%和111.56%。 "越来越难中签" 有科创板新股中签率创史上新低 招股资料显示，恒运昌是国内领先的半导体设备核心零部件供应商，主要从事等离子体射频电源系统、等离子体激发装置、等离子体直流电源、各种配件 的研发、生产、销售及技术服务，并引进真空获得和流体控制等相关的核心零部件，围绕等离子体工艺提供核心零部件整体解决方案。 农大科技则以自有知识产权的腐植酸活化技术、包膜控释技术等核心技术为基础，主要产品包括腐植酸增效肥料、控释肥料、水溶肥料等新型肥料及包膜 尿素等新型肥料中间体。基于自主积累的腐植酸活化、包膜控释、生物菌防控、土壤调理等核心技 ...

截至收盘，上证指数收报4151.24点，上涨0.27%；深证成指收报14342.89点，上涨0.09%；创业板指收报3323.56点，下跌0.57%。两市合计成交29654.1亿 元，较上一交易日增加704.29亿元。 1. 两市主力资金净流出超270亿元 今日沪深两市主力资金开盘净流出58.9亿元，尾盘净流出29.34亿元，两市全天主力资金净流出274.87亿元。 | | | 沪深两市最近五个交易日主力资金流向情况（亿元） | | | | --- | --- | --- | --- | --- | | 日期 | | 净流入金额 开盘净流入 | 尾盘净流入 | 超大单净买入 | | 2026- 1-28 | -274. 87 | - 58. 90 | - 29. 34 | - 118. 55 | | 2026- 1- 27 | - 414. 34 | -373. 34 | 41. 39 | - 173. 55 | | 2026- 1-26 | - 757. 10 | -324. 59 | - 15. 61 | - 496. 92 | | 2026- 1-23 | -41.67 | -83. 56 | 58. ...

随着2025年年度业绩预告密集披露，A股市场正经历新一轮"退市风险排查潮"。 据证券时报记者不完全统计，截至1月28日，已有超过20家公司因财务指标不达标、重大违法或审计意见异常等问题，明确提示可能被实施退市 风险警示（*ST），部分公司甚至已触发终止上市条件。 多家公司财务指标不达标 根据沪深交易所最新规则，主板上市公司若"最近一个会计年度净利润为负且营业收入低于3亿元"，或"期末净资产为负值"，将触发财务类退市 风险警示。创业板、科创板则将营收红线设为1亿元。 截至目前，已有八一钢铁、帅丰电器、天箭科技、亿晶光电、华夏幸福等多家公司公告，将因为财务指标问题，公司股票可能被实施退市风险警 示。 八一钢铁、亿晶光电、华夏幸福主要因为期末净资产为负值，可能被实施退市风险警示。八一钢铁的公告显示，经初步测算，公司预计2025年末 净资产为-17.60亿元到-19.50亿元。公司股票将触及《上海证券交易所股票上市规则》相关规定，"最近一个会计年度经审计的期末净资产为负 值，或追溯重述后最近一个会计年度期末净资产为负值"规定的对股票交易实施退市风险警示的情形。 亿晶光电同样预计2025年净资产为负数。公司公告称，经公 ...

Market Overview - A-shares showed significant divergence today, with the Shanghai Composite Index rising while the ChiNext Index and other indices struggled [1] - The Shanghai Composite Index closed up 0.27% at 4151.24 points, while the ChiNext Index fell 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached approximately 2.99 trillion yuan, an increase of over 70 billion yuan from the previous day [1] Gold Market - Spot gold surged over $100 today, breaking through $5300 per ounce, setting a new historical high [2][7] - Goldman Sachs raised its gold price target for December 2026 to $5400 per ounce [2] - The gold concept stocks experienced a surge, with several stocks hitting the daily limit, including China Gold and Sichuan Gold, which have seen consecutive limit-ups [5][10] Semiconductor Sector - The semiconductor sector showed strong performance, with stocks like Qipai Technology and Zhongwei Semiconductor seeing significant gains [17] - Zhongwei Semiconductor announced a price increase of 15%-50% for certain products due to rising costs and supply chain pressures [19] - The semiconductor industry is experiencing a price surge that has spread from memory chips to other segments, driven by strong demand and tight supply [20] Oil Sector - The oil sector saw a strong rally, with companies like Tongyuan Petroleum and Sinopec Oilfield Services hitting their daily limits [12] - Analysts suggest that geopolitical tensions and extreme weather conditions are impacting global energy supplies, leading to a rebound in oil prices [15] - The Brent crude oil price forecast for 2026 has been raised to $65 per barrel, reflecting expectations of demand recovery and inventory accumulation [15]

1月28日，印度尼西亚股市遭遇剧烈震荡，基准雅加达综合指数早盘最大跌幅达8%，并触发市场暂 停交易30分钟，创下逾9个月来单日最大跌幅。 此次暴跌的直接导火索是全球指数提供商明晟公司（MSCI）发布的可投资性警告，其明确指出 印尼股市存在根本性投资问题，并威胁可能将其从新兴市场降级为前沿市场。 MSCI在官方声明中宣布，将立即暂停印尼相关指数的多项调整措施，包括停止新增指数成份股 以及冻结自由流通股比例的提升，直至印尼监管机构采取切实行动解决长期存在的市场问题。该 机构特别强调，印尼股市存在两大核心隐患：一是多数上市公司股权高度集中，由少数富豪或战 略投资者牢牢掌控，导致自由流通股比例极低。 彭博社数据显示，雅加达综合指数中超过200只成份股的自由流通股比例不足15%，在亚太地区 主要股指中垫底；二是存在疑似协同交易操纵股价的迹象，严重影响市场透明度与完整性。 此次MSCI的警告并非突然。早在2025年9月，该机构就在咨询文件中表达了对印尼股市自由流通 股数据透明度的担忧，并提议收紧相关定义。据悉，若印尼未能在2026年5月前在市场透明度提 升方面取得足够进展，MSCI将重新评估其市场可投资性，届时可能下调印 ...

Core Viewpoint - The article discusses the emergence of various innovative technology insurance products in China, highlighting their role in mitigating risks associated with technological innovation and encouraging entrepreneurship in high-risk sectors [1][3]. Group 1: Technology Insurance Overview - Technology insurance provides risk coverage and financial support for technology research, results transformation, and industrial promotion, categorized into activity insurance and entity insurance [3]. - The development of technology insurance in China spans over 30 years, offering substantial risk coverage to thousands of enterprises, with a focus on different industrial stages [3]. Group 2: Policy Support and Development - Recent policies have intensified support for technology insurance, with goals set for expansion, quality improvement, and efficiency enhancement over the next five years [4]. - Local governments, including Beijing, Shanghai, and Shenzhen, have introduced policies to boost technology insurance, fostering innovation and development in their regions [5]. Group 3: Challenges in New Technology Insurance - New fields like AI and low-altitude economy face challenges due to a lack of historical loss data, complicating accurate pricing and risk assessment for insurance companies [4][11]. - The article identifies three main challenges: pricing difficulties due to rapid technological changes, complex liability attribution in accidents, and the evolving nature of loss assessment in AI industries [11][12]. Group 4: Innovative Insurance Products - Recent innovations include specialized insurance products for low-altitude aircraft and generative AI content liability, reflecting the insurance industry's adaptation to emerging technologies [1][7]. - Companies are developing comprehensive insurance solutions for AI applications, covering hardware, operational interruptions, and data security [8]. Group 5: Recommendations for Improvement - Experts suggest a multi-faceted approach to address the challenges in technology insurance, including government-led top-level design, expert collaboration, and data sharing initiatives [12][13]. - The establishment of a dynamic risk management system for AI is recommended to transition from traditional compensation models to proactive risk assessment and mitigation [12].

Core Viewpoint - Jack Ma emphasizes that AI presents both challenges and opportunities for rural education, advocating for a shift in educational focus from rote learning to fostering curiosity, creativity, and critical thinking in children [2]. Group 1: AI in Education - AI is seen as a challenge for rural education but also as an opportunity to return to the essence of education [2]. - The focus should shift from competition with AI in calculations and memory to teaching children how to effectively use AI [2]. - The educational goal in the AI era should be to encourage students to ask diverse and meaningful questions rather than providing uniform answers [2]. Group 2: Alibaba's AI Initiatives - Since 2025, Alibaba has been deepening its investment in AI, announcing an investment of 380 billion yuan for AI infrastructure development [2]. - Alibaba aims to expand its cloud data center energy consumption by ten times by 2032 [2]. - The launch of the Qianwen App on November 17, 2025, marks Alibaba's entry into the AI consumer market, competing directly with ChatGPT, with over 10 million downloads within a week [2]. Group 3: Integration of AI in Alibaba's Ecosystem - The Qianwen App has integrated with various Alibaba ecosystem services such as Taobao, Alipay, and Fliggy, enabling AI-driven shopping functionalities [3].

客户："只想要回金条" 国际金价屡创新高引发的市场乱象也引发关注。 近日，深圳水贝黄金珠宝市场再次发生黄金预定价平台"跑路"事件，深圳市杰我睿珠宝有限公司及多个关联线上平台出现兑付困难，波及全国多地投资 者。证券时报记者立即前往水贝进行实探。 祸起"定价业务" 企查查信息显示，杰我睿成立于2014年，主营业务为有色金属及矿石批发。该公司原为水贝地区黄金原料交易商，从上游供货方采购、回收黄金原料，向 下游小商户供货。不过，与此前出现"跑路"的粤宝鑫等黄金料商不同，杰我睿业务更多元化。记者曾在去年9月与杰我睿的客服人员进行沟通，发现该公 司除常规的金银销售回收外，还经营有黄金寄存、黄金/白银定价等业务。 28日下午，证券时报记者来到杰我睿珠宝有限公司所在的水贝工业区3栋，发现整个楼层已被封锁，楼下聚集了一些受害者。 （水贝工业区3栋的公司招牌 吴家明/摄） 一位受访者告诉记者，她是通过社交平台了解到杰我睿，前后购买了一些定价订单，累计投入本金达到200万元，但现在这些资金均无法提取。"当时，我 们是参与了定价业务，但都以为是购买实体金条，有需要的时候就可以提取金条。去年12月，杰我睿公司还照片回应称公司资金充裕， ...

综合自：央视新闻 责编：李丹 校对： 高源 当地时间28日上午，印度马哈拉施特拉邦副首席部长阿吉特·帕瓦尔乘坐的一架庞巴迪里尔45喷气式飞 机从孟买起飞，8时45分在该邦浦那地区一机场尝试降落时失控坠毁起火。 △事故现场 机上载有帕瓦尔及其安保人员，另有2名机组人员，据了解，机上6人全部遇难。 事故原因尚待查明。 版权声明 证券时报各平台所有原创内容，未经书面授权，任何单位及个人不得转载。我社保留追 究相关 行 为主体 法律责任的权利。 转载与合作可联系证券时报小助理，微信ID：SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私募访谈 丨 现场视频来了！黄仁勋已到深圳，现身公司楼下，"周边经济链"浮现！ 丨 A股黄金概念股，涨停 潮！ 丨 深圳一珠宝公司被曝经营异常？罗湖通报：正在核查中 丨 昨夜，美元崩了！道指跌超400 点 丨 中国资产，深夜拉升 丨 688380，官宣芯片涨价！ 丨 明起，暂停申购！易方达黄金主题LOF 公告！ 丨 中国首个！万亿城区，花落深圳南山 丨 11分钟，"地天板"！003042 ...