消息面上，特朗普21日在社交媒体发文称，他已经同北约秘书长吕特就未来达成有关格陵兰岛的协议制定了框架，因此 不会实施原定于2月1日生效、对欧洲8国加征关税的措施。避险情绪快速退潮，金价自高位回落。 （文章来源：每日经济新闻） 黄金概念股走低，山东黄金、中金黄金、赤峰黄金、招金矿业跌超4%。 受盘面影响，黄金股相关ETF跌超3%。 | 代码 | 名称 | 现价 | | 涨跌 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 159321 | 黄金股票ETF | 1.912 | -0.075 | -3.77% | | 517400 | 黄金股票ETF | 1.971 | -0.077 | -3.76% | | 517520 | 黄金股ETF | 2.499 | -0.092 | -3.55% | | 159315 | 黄金股ETF基金 | 2.031 | -0.072 | -3.42% | | 159322 | 黄金股票ETF基金 | 2.015 | -0.071 | -3.40% | | 159562 | 黄金股ETF | 2.720 | -0.087 | -3.10% | ...

Group 1 - The stock of Xiaocheng Technology reached a new high during trading [1] - Hunan Silver experienced a limit-up increase [1] - Other companies such as Shandong Gold, Chifeng Gold, Zhaojin Gold, Sichuan Gold, and Zhongjin Gold also saw price increases [1]

Market Performance - The Hong Kong stock market showed resilience, with the Hang Seng Index and the Hang Seng Tech Index recovering from previous declines, closing up by 0.37% and 1.11% respectively [1][2] - The overall market remained stable despite a significant drop in US stocks overnight [1] Sector Performance - Major technology stocks saw gains, with notable increases in shares of Hua Hong Semiconductor (up over 5%) and SenseTime (up over 4%) [4][5] - Semiconductor stocks were active, driven by positive sentiment in the AI-driven storage cycle, with companies like Zhaoyi Innovation reaching new highs [2][7] - Gold stocks surged, led by Chifeng Jilong Gold (up over 9%) and Lingbao Gold (up over 8%), as spot gold prices broke through $4,880 [6][8] Individual Stock Movements - The stock of Skyworth Group soared over 37% after announcing a distribution of shares in Skyworth Photovoltaic and plans for a mainboard listing [16] - Southbound funds recorded a net inflow of HKD 13.93 billion, indicating strong investor interest [19] Future Outlook - Analysts predict that the Hang Seng Index could challenge the 30,000 to 31,000 point range by 2026, as current valuations remain below historical averages [21]

Group 1 - A total of 91 stocks in the A-share market hit the daily limit up on January 21 [1] - The electric grid equipment sector saw Guangdian Electric achieve four consecutive limit-ups [1] - Gold stocks, particularly Zhaojin Gold, recorded three consecutive limit-ups [1] - Epoxy propane concept stocks, including Hongbaoli and Hongqiang Co., both experienced two consecutive limit-ups [1]

Market Performance - The Hong Kong stock market indices experienced a rapid rise near midday, with the Hang Seng Tech Index reaching a peak increase of 1.8% before closing up 1.11% [1] - The Hang Seng Index and the China Enterprises Index turned from declines to gains, rising by 0.37% and 0.31% respectively, indicating overall market stability despite a significant drop in US stocks overnight [1] Sector Highlights - Major technology stocks contributed to the market rebound, with Baidu and Kuaishou both rising over 3%, and Alibaba increasing by more than 2% [1] - Consumer electronics stocks showed the most significant gains, with Skyworth Group's shares surging over 37% after resuming trading, reaching a historical high due to a strategic partnership with Sony in the home entertainment sector [1] - TCL Electronics saw a nearly 15% increase, reflecting strong performance in the consumer electronics segment [1] - Semiconductor stocks remained active, driven by an upward cycle in AI-driven storage chips, with Zhaoyi Innovation hitting a new high since its listing [1] Commodity and Gold Market - Spot gold prices surpassed $4,880 for the first time, marking a year-to-date increase of over 13%, leading to a rise in gold stocks and non-ferrous metal stocks, with companies like Lingbao Gold and Zhaojin Mining reaching historical highs [1] Underperforming Sectors - Sportswear stocks faced notable declines, with Anta Sports dropping over 4% and Li Ning falling nearly 3% [1] - Real estate stocks, which had previously surged, showed renewed weakness, while banking and insurance stocks also performed poorly, with Agricultural Bank, Industrial and Commercial Bank, and Construction Bank all declining by more than 1% [1]

Market Overview - A-shares saw all three major indices close in the green, with the Shanghai Composite Index briefly turning negative before ending slightly up. The Shenzhen Component rose by 0.7%, and the ChiNext Index increased by 0.54% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.62 trillion yuan, a decrease of 180.5 billion yuan compared to the previous trading day. Over 3,000 stocks in the market experienced gains [1] Index Performance - Shanghai Composite Index: 4116.94 (+3.29, +0.08%) [2] - Shenzhen Component Index: 14255.13 (+99.50, +0.70%) [2] - ChiNext Index: 1862.69 (+42.21, +2.32%) [2] - Total A-shares Index: 6797.35 (+38.42, +0.57%) [2] - ChiNext Index: 3295.52 (+17.54, +0.54%) [2] - CSI 300 Index: 4723.07 (+4.19, +0.09%) [2] Sector Performance - The semiconductor and AI computing power sectors experienced a collective surge, with stocks like Huada Technology, Longxin Technology, and Zhizheng Co. hitting the daily limit [3] - The photolithography machine index continued to strengthen, with stocks such as Chipbond Microelectronics rising by 16% and Jianghua Microelectronics hitting the daily limit [3] - Gold stocks also saw a surge, with Sichuan Gold and Zhaojin Gold hitting the daily limit, while sectors like beverages, liquor, and duty-free shops faced declines [4] Gold Market Insights - Gold prices surged due to geopolitical instability, with spot gold reaching a daily high of $4888 per ounce, approaching the $4900 mark. The main futures contract for gold in Shanghai surpassed 1100 yuan, increasing by 4.54% [5] - Institutions are optimistic about gold prices, with Citigroup and HSBC predicting a potential rise to $5000 [5] Cryptocurrency Market - Major cryptocurrencies mostly declined, with Bitcoin experiencing a 1.45% drop, remaining below $90,000. Over the past 24 hours, more than 170,000 individuals faced liquidation, totaling $943 million (approximately 6.657 billion yuan) [5]

Group 1 - Hong Kong gold stocks have seen significant increases, with Chifeng Jilong Gold Mining (06693.HK) rising over 11% [1] - Lingbao Gold Company (03330.HK) has increased nearly 9% [1] - Shandong Gold Mining (01787.HK) has risen over 6% [1] - China Gold International Resources (02099.HK) has seen an increase of over 5% [1] - Zijin Mining Group (02259.HK) has risen by 4.5% [1] - Zhaojin Mining Industry (01818.HK) has increased nearly 4% [1]

证券时报·数据宝统计，截至上午收盘，今日沪指涨0.16%，A股成交量914.25亿股，成交金额16458.27 亿元，比上一个交易日减少11.70%。个股方面，2960只个股上涨，其中涨停68只，2301只个股下跌， 其中跌停8只。从申万行业来看，电子、有色金属、计算机等涨幅最大，涨幅分别为1.99%、1.50%、 1.00%；煤炭、食品饮料、银行等跌幅最大，跌幅分别为1.61%、1.14%、1.04%。（数据宝） | 申万行业 | 行业涨跌（%） | 成交额（亿元） | 比上日（%） | 领涨（跌）股 | 涨跌幅（%） | | --- | --- | --- | --- | --- | --- | | 电子 | 1.99 | 3505.53 | 6.05 | 中熔电气 | 20.00 | | 有色金属 | 1.50 | 1263.24 | 5.54 | 招金黄金 | 10.02 | | 计算机 | 1.00 | 1132.04 | -9.94 | *ST立方 | 20.00 | | 通信 | 0.95 | 767.32 | -23.41 | 世嘉科技 | 8.90 | | 机械设备 | 0.92 | 111 ...

受隔夜欧美股市大跌影响，港股上午盘三大指数低开盘初冲高回落，恒生指数跌0.15%，国企指数跌 0.26%，恒生科技指数涨0.14%。权重科技股走势分化，百度涨超3%，小米跌超2%续创阶段新低；金价 突破4830美元，紫金黄金国际、招金矿业、灵宝黄金等股再创历史新高，消费电子概念股、半导体股走 势活跃。另外，体育用品板块跌幅居前，昨日拉升的内房股再度低迷，建材水泥股跟跌。(格隆汇) ...

Core Viewpoint - The surge in gold prices, surpassing $4800 per ounce, has led to significant gains in gold-related stocks, with 大唐黄金 (Dagang Gold) leading the charge with a rise of over 10% [1]. Group 1: Gold Price Movement - As of January 21, spot gold prices have reached a new historical high of $4823.1 per ounce, marking a 1.26% increase [1]. - The increase in gold prices is attributed to diversified demand from institutional investors, retail investors, and central banks, all of which are increasing their gold holdings to mitigate macroeconomic uncertainties [1]. Group 2: Stock Performance - 大唐黄金 (Dagang Gold) saw a rise of 10.29%, trading at 0.75 HKD [1]. - Other gold stocks also experienced significant increases, including 灵宝黄金 (Lingbao Gold) up 7.37% to 24.46 HKD, 中国黄金国际 (China Gold International) up 5.13% to 205 HKD, and 招金矿业 (Zhaojin Mining) up 4.24% to 39.8 HKD [1]. Group 3: Future Outlook - UBS precious metals strategist Joni Teves anticipates that gold prices will continue to have upward momentum in the first half of the year, with a potential target of $5000 per ounce if concerns regarding the independence of the Federal Reserve persist [1].