消息面上，据新华社报道，美国总统特朗普22日周四在总统专机"空军一号"上对媒体表示，美国正调集 重兵前往伊朗，许多舰艇正在向伊朗行进。此外，特朗普24日威胁将对加拿大商品征收100%的关税， 美国与加拿大的紧张关系也面临加剧。受避险情绪影响，现货黄金首次突破5000美元/盎司。上期所沪 银主力合约触及涨停，报28226元/千克，现涨幅为17.0%。 国联民生（601456）证券认为，全球地缘紧张局势升温，贵金属避险情绪提升，价格继续上行。长期来 看央行购金+美元信用弱化主线持续，继续看好金价上行。白银兼具工业和金融属性，光伏用银需求持 续，看好工业需求提振带来白银补涨行情。 黄金股延续近期涨势，截至发稿，赤峰黄金（600988）(06693)涨7.19%，报42.66港元；中国白银集团 (00815)涨7.35%，报0.73港元；灵宝黄金(03330)涨6.09%，报25.78港元；紫金矿业（601899）(02899)涨 5.74%，报42.74港元；山东黄金（600547）(01787)涨5.2%，报48.54港元。 山东黄金 赤峰黄金 紫金矿业 山东黄金 赤峰黄金 紫金矿业 分时图 日K线 周K线 月K ...

Group 1 - The core point of the article highlights significant sell orders in the closing auction for multiple heavyweight stocks, with Zijin Mining's sell order amount exceeding 4 billion yuan [1] - Other companies such as China Ping An, Jiangxi Copper, China Duty Free Group, Shandong Gold, Wanhua Chemical, and Kweichow Moutai also had sell orders exceeding 400 million yuan [1] - Previously, on January 14, 2026, several stocks including China Merchants Bank, Zijin Mining, and Yangtze Power had sell orders exceeding 1 billion yuan [1]

Core Viewpoint - The Hong Kong stock market showed mixed performance with the Hang Seng Index slightly up by 0.09% while the Hang Seng Tech Index fell by 1.31%, indicating a divergence in sector performance influenced by geopolitical factors and currency fluctuations [1] Group 1: Market Performance - The Hang Seng Index closed up by 0.09% while the Hang Seng Tech Index experienced a decline of 1.31% [1] - The Hang Seng China Enterprises Index (国指) fell by 0.09%, reflecting weakness in the broader market [1] Group 2: Sector Performance - Major technology stocks faced downward pressure, with Baidu dropping by 4%, Xiaomi declining over 2%, and Alibaba falling by over 1% [1] - Gold and silver prices surged to new highs, positively impacting the performance of precious metals stocks such as Lingbao Gold, Shandong Gold, and Zijin Mining, which reached new peak prices [1] - The copper sector saw a significant increase, with China Nonferrous Mining rising by 11.5% [1] - Defense, semiconductor, and Apple-related stocks experienced notable declines [1]

Group 1 - The core viewpoint of the news is that the non-ferrous metal sector is experiencing significant gains, with major stocks like Zhongjin Gold rising over 9%, and other companies such as Luoyang Molybdenum and Shandong Gold increasing by more than 7% [1] - Non-ferrous and mining-related ETFs have also seen an approximate increase of 5% due to market influences [1] Group 2 - Recent reports indicate that not only precious metals like gold and silver have risen significantly, but also industrial metals such as copper and aluminum, as well as energy metals like cobalt and lithium, have shown good growth, with multiple metals reaching historical or near-historical highs [2] - The super cycle in non-ferrous metals is attributed to three main factors: the weakening trend of the dollar due to the Federal Reserve's interest rate cuts, supply-demand gaps caused by declining ore grades and rising marginal costs in major mines, and domestic policies aimed at optimizing excess capacity [2]

Group 1 - The core viewpoint of the news is the significant rise in the gold industry, with the China Securities Hong Kong-Shenzhen Gold Industry Stock Index increasing by 5.80% and individual stocks like Laopu Gold and Hunan Gold seeing gains of 12.44% and 10.01% respectively [1] - The gold futures price on the New York Commodity Exchange surpassed $5000 per ounce, marking a historic milestone [1] - Goldman Sachs predicts that central banks will purchase 60 tons of gold monthly this year, and with the Federal Reserve's interest rate cuts, the scale of gold purchases by ETFs is expected to increase, leading to a revised year-end gold price forecast of $5400 per ounce [1] Group 2 - As of December 31, 2025, the top ten weighted stocks in the China Securities Hong Kong-Shenzhen Gold Industry Stock Index account for 63.58% of the index, with major companies including Zijin Mining and Shandong Gold [2] - The individual performance of key stocks includes Zijin Mining at 4.77% increase and Shandong Gold at 5.76% increase, with their respective weights in the index being 11.20% and 9.05% [3]

港股有色金属股集体上涨，黄金白银股涨幅领先，其中，中国白银集团大涨超10%领先，赤峰黄金涨超 7%，珠峰黄金涨6.6%，紫金矿业涨5.3%，山东黄金涨4.8%，中国黄金国际、紫金黄金国际、灵宝黄金 均涨超4%，招金矿业涨3.3%。此外，赤峰黄金、紫金矿业、中国黄金国际、山东黄金、紫金黄金国 际、灵宝黄金均刷新历史新高价。 本文源自：金融界AI电报 ...

Group 1 - The core viewpoint of the news highlights a significant rise in the Hong Kong stock market for precious metals, particularly gold and silver stocks, driven by geopolitical tensions and expectations of interest rate cuts [1] - Major companies such as China Silver Group, Chifeng Jilong Gold Mining, and Zijin Mining have seen substantial stock price increases, with China Silver Group leading with a rise of over 10% [1][2] - The price of spot silver reached $108 per ounce, increasing nearly 5% in a single day, while spot gold surpassed $5060 per ounce, marking a historical high with a monthly increase of $730, or nearly 17% [1] Group 2 - Goldman Sachs has revised its gold price forecast for the end of 2026 from $4900 per ounce to $5400 per ounce, citing rising demand from private investors and central banks [1] - It is anticipated that central banks will increase their gold holdings by 60 tons per month in 2026, which, along with the backdrop of potential Federal Reserve interest rate cuts, is expected to boost gold ETF allocations and further elevate gold valuations [1]

港股有色金属股集体上涨，黄金白银股涨幅领先，其中，中国白银集团大涨超10%领先，赤峰黄金涨超 7%，珠峰黄金涨6.6%，紫金矿业涨5.3%，山东黄金涨4.8%，中国黄金国际、紫金黄金国际、灵宝黄金 均涨超4%，招金矿业涨3.3%。此外，赤峰黄金、紫金矿业、中国黄金国际、山东黄金、紫金黄金国 际、灵宝黄金均刷新历史新高价。 高盛最新研报将2026年底黄金价格预测从4900美元/盎司上调至5400美元/盎司，原因是私人投资者与各 国央行的黄金需求持续攀升。高盛预计，2026年各国央行每月将增持60吨黄金，叠加美联储降息的背 景，黄金ETF的配置规模也将同步增加，进一步推动黄金估值走高。 | 代码 | 名称 | 最新价 | 涨跌幅 √ | | --- | --- | --- | --- | | 00815 | 中国白银集团 | 0.750 | 10.29% | | 06693 | 赤峰黄金 | 42.600 | 7.04% | | 01815 | 珠峰黄金 | 2.560 | 6.67% | | 02899 | 三十四年薪 | 42.580 | 5.34% | | 01787 | 山东黄金 | 48.360 | 4 ...

每经AI快讯，黄金股延续近期涨势，截至发稿，赤峰黄金(06693.HK)涨7.19%，报42.66港元；中国白银 集团(00815.HK)涨7.35%，报0.73港元；灵宝黄金(03330.HK)涨6.09%，报25.78港元；紫金矿业 (02899.HK)涨5.74%，报42.74港元；山东黄金(01787.HK)涨5.2%，报48.54港元。 ...

国联民生证券认为，全球地缘紧张局势升温，贵金属避险情绪提升，价格继续上行。长期来看央行购金 +美元信用弱化主线持续，继续看好金价上行。白银兼具工业和金融属性，光伏用银需求持续，看好工 业需求提振带来白银补涨行情。 消息面上，据新华社报道，美国总统特朗普22日周四在总统专机"空军一号"上对媒体表示，美国正调集 重兵前往伊朗，许多舰艇正在向伊朗行进。此外，特朗普24日威胁将对加拿大商品征收100%的关税， 美国与加拿大的紧张关系也面临加剧。受避险情绪影响，现货黄金首次突破5000美元/盎司。上期所沪 银主力合约触及涨停，报28226元/千克，现涨幅为17.0%。 智通财经APP获悉，黄金股延续近期涨势，截至发稿，赤峰黄金(06693)涨7.19%，报42.66港元；中国白 银集团(00815)涨7.35%，报0.73港元；灵宝黄金(03330)涨6.09%，报25.78港元；紫金矿业(02899)涨 5.74%，报42.74港元；山东黄金(01787)涨5.2%，报48.54港元。 ...