值得注意的是，1月29日，现货黄金首次突破5500美元/盎司大关，再创历史新高。大摩发布研报称，波 兰央行正转向以绝对吨位数作为黄金储备目标，而非占总储备比例，显示其对价格敏感度降低。该行认 为黄金涨势尚未结束，强调对2026年下半年的牛市情境目标为每盎司5700美元。 消息面上，美国总统特朗普表示，一支庞大的舰队正前往伊朗，已准备好迅速履行其使命。希望伊朗能 够迅速坐到谈判桌前。伊朗外长回应美方威胁称，伊朗武装力量高度戒备。此外，匈牙利可能考虑提高 央行储备中黄金的占比，波兰央行已批准一项购买多达150吨黄金的计划。 智通财经APP获悉，黄金股全线高开，截至发稿，赤峰黄金(06693)涨6.2%，报49港元；山东黄金 (01787)涨4.49%，报53.5港元；招金矿业(01818)涨3.04%，报42港元；紫金黄金国际(02259)涨1.9%，报 258港元。 ...

金价再迈新台阶，现货黄金首次突破5500美元／盎司大关，本周金价从略低于5000美元的水平一路狂 飙，连破6道整百关口，周涨幅超500美元。而在黄金价格持续走强的市场环境下，与黄金挂钩的基金产 品也随之迎来空前热度，黄金相关主题ETF成为资金追逐的焦点，展现出极强的吸金能力。 多只黄金ETF涨停 宽基ETF"定时"成交量放大 28日，全市场ETF中，涨幅前十的ETF有9只为黄金股和有色相关ETF，其中3只黄金股相关ETF涨停。 在ETF两融资金下降的态势下，超过百亿"真金白银"逆势抢筹黄金股ETF。截至当日收盘，国泰基金黄 金股票ETF（517400）涨10%，永赢基金黄金股ETF（517520）涨9.99%，平安基金黄金股ETF （159322）涨10.02%。同时，涨势喜人的还有华安基金黄金股ETF（159321）涨9.93%，工银瑞信黄金 股ETF（159315）涨9.67%，华夏基金黄金股ETF（159562）涨9.25%。 | 序号 | 证券代码 A | 证券简称 | A 涨跌停状态 | 1 其余场内简称 | | --- | --- | --- | --- | --- | | | | | [交易日期 ...

Core Viewpoint - The report highlights the AH premium rates of various stocks, indicating significant disparities between H-shares and A-shares, with some stocks showing extremely high premiums while others exhibit negative premiums [1][2]. Group 1: Top AH Premium Rates - Northeast Electric (00042) leads with an AH premium rate of 847.37%, followed by Zhejiang Shibao (01057) at 349.31% and Beijing Jingcheng Machinery Electric (00187) at 279.42% [1][2]. - The lowest AH premium rates are recorded for Contemporary Amperex Technology (03750) at -14.34%, China Merchants Bank (03968) at -4.99%, and Heng Rui Medicine (01276) at -1.15% [1][2]. Group 2: Top AH Deviation Values - Junshi Biosciences (01877) has the highest deviation value at 22.43%, followed closely by Beijing Jingcheng Machinery Electric (00187) at 22.18% and CanSino Biologics (06185) at 21.90% [1][3]. - The lowest deviation values are observed in Changfei Optical Fiber (06869) at -50.58%, Zhejiang Shibao (01057) at -45.38%, and Nanhua Futures (02691) at -27.12% [1][4]. Group 3: Detailed AH Premium and Deviation Rankings - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) with a premium of 271.30% and Sinopec Oilfield Service (01033) at 248.51% [2]. - The bottom ten AH stocks by premium rate include WuXi AppTec (02359) with a slight premium of 0.42% and Midea Group (00300) at 6.75% [2]. - The top ten stocks by deviation also feature companies like Goldwind (02208) at 19.35% and Andeli Juice (02218) at 19.04% [3].

Market Performance - The Hong Kong stock market continued its upward trend with all three major indices closing higher: Hang Seng Index up 2.58% at 27,826.91 points, Hang Seng Tech Index up 2.53% at 5,900.16 points, and the National Enterprises Index up 2.89% at 9,512.24 points [2] - Leading sectors included optical communications, oil, gold, telecommunications, and real estate, while tea and aviation stocks faced downward pressure [3] Optical Communications - Demand for AI infrastructure has spurred the optical communications industry, with Changfei Optical Fiber Cable (06869.HK) leading the sector, closing up 15.43% at 75.20 HKD [4][5] - Corning, a major player in the fiber optics market, saw a single-day increase of over 15%, reaching a historical high, following a long-term agreement with Meta for the procurement of $6 billion worth of fiber optic cables by 2030 [4] Energy Sector - Geopolitical risks have heightened energy security expectations, with China National Offshore Oil Corporation (00883.HK) and China Petroleum & Chemical Corporation (00857.HK) both reaching historical highs, closing up 4.85% and 4.99% respectively [5][6] - The U.S. military's recent military exercises in the Middle East have raised concerns about energy supply stability, contributing to the rise in oil stocks [6] Gold Market - The weakening U.S. dollar has stimulated international gold prices, with Chifeng Jilong Gold Mining (06693.HK) rising 10.65% [7] - The dollar index experienced its largest single-day drop since April 2023, pushing gold prices above $5,200 per ounce [7] Telecommunications - The telecommunications sector is entering a new phase of "deep integration," with China Telecom (00728.HK) rising 6.27% [9] - The Ministry of Industry and Information Technology reported that the three major operators have added 108,000 data center racks, indicating a shift in focus from "broad coverage" to "deep integration" [9] Real Estate - Regulatory optimizations have boosted confidence in the real estate sector, with China Jinmao (00817.HK) rising 11.92% [11] - Feedback from multiple real estate companies indicates that the regulatory body has lifted the monthly reporting requirements for most firms, enhancing market expectations for liquidity and operational environment improvements [11] Individual Stock Movements - Wuneng Zhixing (00800.HK) rose 2.11% as it prepares to launch autonomous buses in Abu Dhabi [17][18] - Kuaishou-W (01024.HK) increased by 4.44%, with its AI product, Keling, surpassing 12 million monthly active users and achieving a 350% growth in paid users [19]

国际金价续涨再创新纪录，港股市场黄金股走强，其中，招金矿业、赤峰黄金、山东黄金涨超4%，潼 关黄金涨近3%，万国黄金集团、灵宝黄金、港银控股涨超2%，紫金矿业、龙资源、坛金矿业、中国白 银集团、紫金黄金国际涨超1%。值得注意的是，赤峰黄金、山东黄金、灵宝黄金均创出历史新高。 消息面上，受美国政策不确定性上升及日元强势反弹影响，隔夜美元指数暴跌，一度跌至95.51，创 2022年2月以来新低。美元下跌进一步刺激金价走强。现货黄金今日盘中升至5224美元/盎司，再创历史 新纪录。 相关事件 | 代码 | 名称 | 涨跌幅 √ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01818 | 招金矿业 | 4.58% | 40.180 | 1423.33亿 | 30.71% | | 06693 | 赤峰黄金 | 4.70% | 43.660 | 829.72 Z | 46.71% | | 01787 | 山东黄金 | 4.33% | 49.160 | 2266.24亿 | 42.08% | | 00340 | 滝关黄金 | 3.72% | ...

Core Viewpoint - The gold industry is experiencing a significant surge, driven by a decline in the US dollar index and increasing demand for gold from private investors and central banks, with gold prices potentially reaching new highs [1][2]. Group 1: Market Performance - As of January 28, 2026, the CSI Hong Kong-Shenzhen Gold Industry Stock Index (931238) rose by 5.98%, with notable increases in constituent stocks such as Xiaocheng Technology (up 18.09%), Mankalon (up 13.89%), and China Gold (up 10.04%) [1]. - The Gold Stock ETF (159322) increased by 6.02%, with the latest price reported at 2.41 yuan [1]. Group 2: Economic Indicators - On January 27, the US dollar index fell significantly, reaching its lowest point in nearly four years, with the euro to dollar exchange rate surpassing the 1.2 mark for the first time since 2021 [1]. - US President Trump expressed confidence in the current performance of the dollar, stating he does not believe it has depreciated excessively, which contributed to the dollar's rapid decline [1]. Group 3: Future Projections - UBS Wealth Management's investment office indicated that if regional tensions escalate, gold prices could rise to $5,400 per ounce [1]. - Goldman Sachs raised its year-end gold price target from $4,900 to $5,400 per ounce, citing growing demand from private investors and central banks, with expectations of central banks purchasing 60 tons of gold monthly [1].

Group 1 - International gold prices continue to rise, setting new records, which has positively impacted the Hong Kong stock market, particularly gold stocks [1] - Notable performers include Zhaojin Mining, Chifeng Jilong Gold, and Shandong Gold, all of which have increased by over 4%, while Tongguan Gold rose nearly 3% [1] - Several companies, including Chifeng Jilong Gold and Shandong Gold, have reached historical highs in their stock prices [1]

智通财经APP获悉，黄金股延续近期涨势，截至发稿，招金矿业(01818)涨2.92%，报39.54港元；赤峰黄 金(06693)涨2.88%，报42.9港元；山东黄金(01787)涨2.16%，报48.14港元。 消息面上，1月28日早盘，国际现货黄金突破5200美元/盎司关口，继续创下历史新高。匈牙利央行行长 瓦尔加表示，匈牙利可能考虑提高央行储备中黄金的占比。根据世界黄金协会1月最新数据，截止2025 年11月，匈牙利黄金储备为110吨，在外汇储备中占比是25.5%。而波兰央行已在当地时间1月20日表 示，已批准一项购买多达150吨黄金的计划，此举将使波兰的黄金储备总量增加到700吨。 中信证券首席经济学家明明表示，本轮贵金属牛市成因复杂，投资者对美联储宽松货币政策的预期是推 动贵金属价格上涨的最重要因素。此外，美国经济下行压力、美国通胀黏性、逆全球化趋势再抬头风险 以及全球地缘政治不确定性等因素也共同起到了推升贵金属价格的作用。 ...

据天眼查APP显示，山东黄金矿业股份有限公司成立于2000年01月31日，注册资本460992.9525万人民 币。（数据宝） （文章来源：证券时报网） 数据宝统计，截至15:00，山东黄金成交额55.81亿元，创上市以来新高。最新股价下跌2.67%，换手率 2.81%。上一交易日该股全天成交额为51.19亿元。 ...

以上内容与数据，与有连云立场无关，不构成投资建议。据此操作，风险自担。 截至2026年1月27日 13:30，中证沪深港黄金产业股票指数(931238)成分股方面涨跌互现，湖南黄金领涨 10.01%，中国黄金上涨9.96%，白银有色上涨7.98%；山金国际领跌。黄金股票ETF基金(159322)最新报 价2.23元。规模方面，黄金股票ETF基金最新规模达1.72亿元，创近1年新高。（数据来源：Wind） 消息面上，近日国际现货黄金价格快速攀升，接连突破5000美元和5100美元两大关键节点。法国兴业银 行表示，到年底前黄金价格达到5000美元/盎司的预测已经提前实现，现在预计金价年底可能达到6000 美元/盎司，并指出这或许是一个保守预估，实际价格可能更高。报告强调，对冲基金持仓已创历史新 高，而央行需求似乎呈下降趋势。但ETF近期录得显著资金流入。"过去8周黄金ETF持续录得资金净流 入，共增持93吨，总持仓量现达3120吨，较一年前增加500吨。" 中国银河证券指出，虽然美国与欧盟围绕格陵兰岛的相关议题出现反复，但在格陵兰岛事件后欧盟保护 领土安全的意愿进一步提升，并以抛售美元美债为反制措施，这必将带动欧 ...