另外，不少能源央企还将科技创新与数智化转型作为2026年企业高质量发展的关键引擎。国家电网将数 智化转型纳入万亿投资三大领域，与特高压、配电网升级协同推进，加速电网从"源网荷储"到"数智融 合"的进阶。南方电网则计划通过电网基础设施数智化改造，提升对虚拟电厂、车网互动等新技术的支 撑能力。中国海油集团在年度工作会议中强调，要蹄疾步稳促创新，健全科研组织管理体系，深化拓 展"人工智能+"场景应用，坚持油气与新能源融合发展。 扩大有效投资是上述企业"十五五"开局工作的核心抓手。电网与核电领域的标志性工程率先落地。1月 中旬，国家电网以"十五五"期间4万亿元创纪录的固定资产投资计划拉开序幕，南方电网紧随其后披露 了2026年1800亿元投资额。两大电网此次重点投向特高压输电、配网升级、数智化转型三大领域，其中 特高压作为"西电东送"核心载体，将推动跨区跨省输电能力较"十四五"末提升超30%。分析机构认为， 两大电网上亿投资将带动电源、电气装备等产业链上下游企业直接受益。 核电领域的投资突破更具示范意义。1月16日，中核集团启动江苏徐圩核能供热发电厂建设。该核动力 厂以工业供热为主、兼顾电力供应，是全球首个核能与石化 ...

成交活跃股方面，今日上榜个股中，南向资金成交金额最多的是阿里巴巴-W，合计成交额56.22亿港 元，腾讯控股、中国海洋石油成交额紧随其后，分别成交43.07亿港元、33.93亿港元。以净买卖金额统 计，净买入的个股共有5只，腾讯控股净买入额为10.15亿港元，净买入金额居首，该股收盘股价上涨 0.76%，小米集团-W净买入额为8.22亿港元，泡泡玛特净买入额为6.13亿港元。净卖出金额最多的是中 国移动，净卖出11.77亿港元，该股收盘股价下跌0.88%，紫金矿业、盈富基金遭净卖出10.77亿港元、 10.36亿港元。 今日上榜个股中，腾讯控股、小米集团-W、钧达股份等7只股同时上榜港股通（深）、港股通（沪）成 交活跃股， 腾讯控股合计成交额43.07亿港元，成交净买入10.15亿港元，小米集团-W合计成交额30.90 亿港元，成交净买入8.22亿港元。紫金矿业合计成交额33.65亿港元，成交净卖出10.77亿港元，阿里巴 巴-W合计成交额56.22亿港元，成交净卖出2.35亿港元。 1月26日恒生指数上涨0.06%，南向资金全天合计成交金额为1145.35亿港元，其中，买入成交568.55亿 港元，卖出成交 ...

| 代码 | 简称 | 类型 | 成交金额（万港元） | 成交净买入（万港元） | 日涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 09988 | 阿里巴巴-W | 港股通(沪) | 374381.67 | -12829.26 | -1.96 | | 00700 | 腾讯控股 | 港股通(沪) | 256404.25 | 47186.91 | 0.76 | | 02899 | 紫金矿业 | 港股通(沪) | 234866.76 | -160485.92 | 4.35 | | 01810 | 小米集团-W | 港股通(沪) | 202530.35 | 52716.55 | -2.81 | | 02865 | 钧达股份 | 港股通(沪) | 200947.57 | 22193.94 | -6.56 | | 00941 | 中国移动 | 港股通(沪) | 199564.94 | -117692.48 | -0.88 | | 00981 | 中芯国际 | 港股通(沪) | 197489.33 | 18826.54 | -3.27 | | 09988 | 阿里巴巴-W ...

深港通（南向）十大活跃成交公司 | 公司名称 | 成交金额 | 净买入额 | | --- | --- | --- | | 阿里巴巴-W(09988) | 18.78 亿元 | -1.07 亿元 | | 腾讯控股(00700) | 17.43 亿元 | +5.43 亿元 | | 中国海洋石油(00883) | 16.08 亿元 | +1.42 亿元 | | 中芯国际(00981) | 12.69 亿元 | -2.66 亿元 | | 小米集团-W(01810) | 10.64 亿元 | +2.95 亿元 | | 盈富基金(02800) | 10.42 亿元 | -10.36 亿元 | | 紫金矿业(02899) | 10.17 亿元 | +5.28 亿元 | | 老铺黄金(06181) | 9.28 亿元 | -7882.28 万元 | | 钧达股份(02865) | 8.12 亿元 | -7446.84 万元 | | 中国人寿(02628) | 7.07 亿元 | -1.07 亿元 | 智通财经APP获悉，2026年1月26日当天，阿里巴巴-W(09988)、腾讯控股(00700)、紫金矿业(02899)位 居 ...

| | 沪股通 | | | | | --- | --- | --- | --- | --- | | 名称 | 涨跌幅 | 净买入额(亿) | 成交额 | 名称 | | 阿里巴巴-W | -2.0% | -1.28 | 37.44亿 | 阿里巴-W | | 腾讯控股 | 0.8% | 4.72 | 25.64亿 | 腾讯控股 | | 紫尖矿业 | 4.4% | -16.05 | 23.49 Z | 中国海洋石油 | | 小米集团-W | -2.8% | 5.27 | 20.25亿 | 中芯国际 | | 钧达股份 | -6.6% | 2.22 | 20.09亿 | 小米集团-W | | 中国移动 | -0.9% | -11.77 | 19.96亿 | 盈富县金 | | 中芯国际 | -3.3% | 1.88 | 19.75亿 | ڇ类似,不 | | 中国海洋石油 | 4.0% | -0.35 | 17.85 Z | 老铺黄金 | | 泡泡玛特 | -0.9% | 6.13 | 14.19亿 | 钧达股份 | | 长飞光纤光缆 | 17.8% | -0.06 | 13.71亿 | 中国人寿 | 格隆汇1月26日｜南 ...

注：恒生指数的表现 今日市场 今日市场呈现鲜明的结构性行情，石油、煤炭、有色金属等传统周期个股表现强势，资金明显向价值型资产倾斜；而此前备受市场关注的商业航天、脑机接 口等科技热点概念则出现回调，市场风格短期切换明显。 石油股全面走强 截至收盘，中国海洋石油(00883.HK)涨4.01%、中国石油股份(00857.HK)涨3.68%、中海油田服务(02883.HK)涨3.23%。 智通财经1月26日讯（编辑 胡家荣）今日港股三大指数表现不一。截至收盘，恒生指数涨0.06%，报26765.52点；科技指数跌1.24%，报5725.99点；国企指数 跌0.15%，报9147.21点。 | 代码 | 名称 | 最新价 | 涨跌额 | 涨跌幅 = | | --- | --- | --- | --- | --- | | 00883 | 中国海洋石油 | 23.340 | +0.900 | +4.01% | | 00857 | 中国石油股份 | 8.730 | +0.310 | +3.68% | | 02883 | 中海油田服务 | 8.620 | +0.270 | +3.23% | | 00386 | 中国石油化工股 ...

Group 1 - The A-share market saw a significant rise in resource and energy leading stocks, with Zijin Mining and China National Offshore Oil Corporation (CNOOC) reaching historical highs, both surpassing a market capitalization of 1 trillion yuan [1] - Major companies such as Shandong Gold, Zhongjin Gold, China Uranium Industry, and Weichai Power also experienced notable increases, indicating strong performance in the precious metals and oil and gas sectors [1] - The spot gold price broke the $5,000 per ounce mark for the first time on January 26, setting a new historical record [1] Group 2 - Experts indicated that the surge in gold prices is driven by multiple factors, including central bank gold purchases, expectations of interest rate cuts by the Federal Reserve, geopolitical risks, and trends towards de-dollarization [1] - Continuous gold buying by central banks is highlighted as a crucial fundamental factor supporting gold prices [1] - On January 25, U.S. natural gas futures prices exceeded $6 per million British thermal units, reaching the highest level since 2022, influenced by energy supply tightness due to a winter storm [1]

"各国央行的持续购金行为，是支撑金价的重要基本面因素。"中国企业联合会特约研究员胡麒牧对《证券日报》记者表 示。 本报记者 张晓玉 1月26日，A股市场资源与能源龙头股全线大涨，紫金矿业、中国海油盘中股价均创历史新高，总市值双双突破万亿元。同 期，山东黄金、中金黄金、中国铀业、潍柴动力等大市值公司亦显著上涨，贵金属与油气板块整体表现活跃。 消息面上，现货黄金价格1月26日首次突破5000美元/盎司，创下历史新高。截至记者发稿时，现货黄金价格报5075.06美 元/盎司。 受访专家对记者表示，本轮金价暴涨并非单一事件驱动，而是由央行购金潮、美联储降息预期、地缘政治风险及去美元化 趋势等多重因素共同推动。 据中国人民银行最新数据，截至2025年12月末，中国黄金储备已达7415万盎司，实现连续14个月增持。全球范围内，包括 印度、土耳其、波兰等国央行也在加速囤金。 除了贵金属板块，今日油气板块同样表现强势。截至记者发稿，通源石油涨超12%，潜能恒信、中国海油涨超6%，中国石 油、中国石化涨超4%。 消息面上，公开信息显示，受美国冬季风暴导致能源供应紧张影响，当地时间1月25日，美国天然气期货价格突破6美元/ 百万 ...

上周，微盘股指数连创历史新高，而沪深300、上证50等大盘股指数持续调整。 今天上午，两者强弱发生转换。大盘股走强，沪深300指数、上证50指数上涨，其中，上证50指数盘中最高涨超1.8%。微盘股指数、中证2000指数上午均 下跌，其中，中证2000指数下跌1.39%。 中国海油、紫金矿业、山东黄金、潍柴动力、中金黄金、中国铀业等大市值龙头股今日上午大涨，盘中股价均创历史新高。其中，紫金矿业、中国海油总 市值均超1万亿元，分别上涨6.28%、6.53%。 | 三是此业 | | | | | | --- | --- | --- | --- | --- | | 601899 ■ 唐殿通 LI | | | | | | 高 40.48 39.92 | | | 市值 1.06万亿 量比 | 2.85 | | 38.73 (EE | | | 流通 8223.9亿 换 | 2.23% | | 2.36 6.28% 开 | | | 38.74 市盈 23.30 额 181.42亿 | | | 港股 42.460 5.05% | | | H/A溢价率 -4.62% 溢价分析 | | | 同代目 唐诺 | | 异动解读:巨龙铜矿+ ...

Group 1 - China Aluminum International (02068) saw a mid-day increase of over 2.4% after announcing a joint venture to undertake a new electrolytic aluminum project with an annual capacity of 394,000 tons, with the first phase set at 294,000 tons [1] - CGN Mining (01164) rose over 8.3% following the submission of a preliminary prospectus for a trust that plans to issue up to $2 billion in transferable, non-redeemable trust shares over 25 months, with annual uranium procurement not exceeding 9 million pounds [1] - China Shengmu Organic Milk (01432) increased nearly 6% after a joint announcement regarding a potential conditional cash offer to acquire all issued shares of the company [1] Group 2 - Yijun Group Holdings (02442) surged over 18%, with a cumulative increase of nearly 500% since its resumption of trading in December, following the sale of shares by its controlling shareholder [2] - China Rare Earth Holdings (03788) rose over 10%, reaching a historical high of 5.49 HKD, after announcing the termination of its gold spin-off plan to focus on gold business [2] - Laopuqin Gold (06181) increased over 7.3% as consumer demand is expected to rise during the upcoming Spring Festival, driven by higher gold prices and anticipated price increases [2] Group 3 - Oil stocks continued to rise, with CNOOC (02883) up 4.19%, Sinopec (00386) up 2.54%, and PetroChina (00857) up 3.68%, amid escalating geopolitical tensions in Iran and Cuba [3] - Changfei Optical Fiber (06869) saw a rise of over 15.4% due to significant price increases and supply tightness in the G.652.D optical fiber market, with major manufacturers unable to meet their own orders [3] Group 4 - Nanshan Aluminum International (02610) increased over 2.6% after announcing plans to start construction on a 250,000-ton electrolytic aluminum project in 2026, with an investment of $437 million [4] - Xindong Company (02400) saw a slight increase of 0.43% as its mobile game "Xindong Town" surpassed 10 million downloads, indicating strong user growth [4] Group 5 - EquipmentShare.com (EQPT.US) debuted on the US stock market with an IPO price of $24.5, closing up 32.9% on its first day [5] - The solar energy sector saw initial gains, with JinkoSolar (JKS.US) up 9.03% and Canadian Solar (CSIQ.US) up 4.57%, following discussions at the Davos Forum [5] - Silver-related stocks experienced gains, with First Majestic Silver (AG.US) rising 5.04% as spot silver prices surpassed $100 [5] Group 6 - Lithium mining stocks mostly rose, with Sigma Lithium (SGML.US) up 17.54% after announcing additional sales of high-purity lithium powder [6] - Bank stocks declined, with Goldman Sachs (GS.US) down 3.75% amid legal issues involving President Trump and JPMorgan [6] - Redwire (RDW.US) increased by 4.51% following comments from Elon Musk about SpaceX's plans for reusable rocket technology [6] Group 7 - Semiconductor stocks showed strength, with AMD (AMD.US) up 2.35% and Nvidia (NVDA.US) up 1.53%, as Nvidia's CEO visited China to discuss future plans [7] - Ericsson (ERIC.US) rose 8.87% after reporting strong fourth-quarter earnings, with adjusted EBITA reaching 12.7 billion SEK, a 24% increase year-over-year [8] - Intel (INTC.US) fell 17.03% due to disappointing performance outlooks and manufacturing issues [8]