| | 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]

Group 1 - The core viewpoint of the news highlights the significant rise in oil and gas stocks, particularly China National Offshore Oil Corporation (CNOOC), which reached a historical high due to a winter storm impacting the U.S. and causing natural gas prices to surge above $6 per million British thermal units for the first time since 2022 [1] - The U.S. government has reportedly extracted 50 million barrels of oil from Venezuelan tankers and plans to send it to U.S. refineries, indicating a strategic move in the oil market amidst ongoing geopolitical tensions [1] - The China Securities Index for oil and gas (399439) saw a strong increase of 3.50%, with significant gains in constituent stocks such as Shun Oil (+10.02%), Potential Energy (+7.75%), and Zhongman Oil (+7.65%) [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Index for oil and gas (399439) include major players like China National Petroleum, Sinopec, and CNOOC, collectively accounting for 67.11% of the index [2] - The oil ETF Penghua (159697) closely tracks the China Securities Index for oil and gas, reflecting the price changes of listed companies in the oil and gas sector on the Shanghai and Shenzhen stock exchanges [1][2]

1月26日，资源板块领衔冲高，油气板块震荡上行，截至10:48，油气ETF汇添富（159309）涨超3.8%，盘中价创历史新高，资金持续涌入油气板块，油气 ETF汇添富（159309）盘中吸金超2500万元！至此已经连续10日吸金超1亿元！ | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估算权重 | | --- | --- | --- | --- | --- | --- | | 1 | 002353 | 杰瑞股份 | 机械设备 | 2.12% | 10.69% | | 2 | 600938 | 中国海油 | 石油石化 | 6.34% | 9.50% | | 3 | 600028 | 中国石化 | 石油石化 | 4.07% | 8.87% | | 4 | 601857 | 中国石油 | 石油石化 | 4.48% | 8.62% | | ਟ | 601872 | 招商轮船 | 交通运输 | 4.72% | 7.30% | | 6 | 600026 | 中远海能 | 交通运输 | 5.67% | 4.98% | | 7 | 600256 | 广汇能源 | 石油石化 | 4.58% | 4.92% ...

数据显示，交银施罗德基金旗下1只基金重仓中国海油。交银蓝筹混合（519694）四季度持有股数 122.48万股，占基金净值比例为3.14%，位居第十大重仓股。根据测算，今日浮盈赚取约202.09万元。 1月26日，中国海油涨5.25%，截至发稿，报33.05元/股，成交11.45亿元，换手率1.18%，总市值 15708.65亿元。 资料显示，中国海洋石油有限公司位于北京市东城区朝阳门北大街25号,香港花园道1号中银大厦65层， 成立日期1999年8月20日，上市日期2022年4月21日，公司主营业务涉及中国海洋石油有限公司是一家主 要从事原油和天然气的勘探、生产及销售的中国公司。该公司经营三个分部。勘探及生产分部从事常规 油气业务、页己油气业务、油砂业务和其他非常规油气业务。贸易业务分部从事原油转口贸易业务。公 司业务分部从事总部管理、资金管理以及研究开发等业务。该公司主要在中国、加拿大、美国、英国、 尼日利亚以及巴西等地开展业务。主营业务收入构成为：油气销售82.73%，贸易14.96%，其他(补 充)2.31%。 从基金十大重仓股角度 截至发稿，徐森洲累计任职时间1年18天，现任基金资产总规模33.03 ...

每经AI快讯，港股石油股继续走高。截至发稿，中海油服(02883.HK)涨5.63%，报8.82港元；中海油 (00883.HK)涨4.55%，报23.46港元；中石油(00857.HK)涨3.33%，报8.7港元；中石化(00386.HK)涨 2.94%，报5.26港元。 ...