【导读】今日上午A股三大指数涨跌不一，CPO、农牧饲渔、旅游酒店板块大涨，资源股重挫，个股掀"跌停潮" A股风云突变。 1月30日早盘，A股市场迎来大变化。三大指数上演"过山车"行情，A股多个指数开盘集体杀跌，科创综指盘中跌超2.5%，上证指数、深证成指、创业板指 均一度跌超2%。随后多个指数涨跌出现分化，创业板指翻红。 风云突变 个股跌多涨少，全市场共有3872只个股下跌，仅有1494只个股上涨，27只个股涨停。成交额方面，沪深两市半日成交额为1.93万亿元，较上个交易日缩量 836亿元。 贵金属板块领跌 今天上午，资源股重挫，有色板块大跌8%，贵金属概念股板块领跌，相关个股纷纷跌停。 十余只个股跌停。其中，晓程科技录得20%跌停，山东黄金（600547）、中金黄金（600489）、山金国际（000975）、赤峰黄金、四川黄金（001337）、 贵研铂业（600459）、金徽股份（603132）、招金黄金（000506）、恒邦股份（002237）、湖南白银（002716）、华锡有色（600301）均录得10cm跌 停，紫金矿业（601899）跌超8%。 1月最后一个交易日的早盘，A股主要指数涨跌不一。 热门 ...

上证报中国证券网讯（记者 曾庆怡）1月30日上午，A股贵金属板块开盘走低。同花顺数据显示，截至 10时24分，该板块整体跌超8.6%。个股中，晓程科技、赤峰黄金、中金黄金、山东黄金、山金国际、 四川黄金等多支个股跌停。 MACD金叉信号形成，这些股涨势不错！ 消息面上，隔夜，金、银价格跳水。同花顺数据显示，截至北京时间1月30日10时24分，伦敦现货黄金 盘中最低价为5088.2美元/盎司，交易日内下跌超5.1%；伦敦现货白银盘中最低价为107.689美元/盎司， 交易日内下跌超6.2%。 上证报中国证券网讯（记者 曾庆怡）1月30日上午，A股贵金属板块开盘走低。同花顺数据显示，截至 10时24分，该板块整体跌超8.6%。个股中，晓程科技、赤峰黄金、中金黄金、山东黄金、山金国际、 四川黄金等多支个股跌停。 消息面上，隔夜，金、银价格跳水。同花顺数据显示，截至北京时间1月30日10时24分，伦敦现货黄金 盘中最低价为5088.2美元/盎司，交易日内下跌超5.1%；伦敦现货白银盘中最低价为107.689美元/盎司， 交易日内下跌超6.2%。 MACD金叉信号形成，这些股涨势不错！ ...

Core Viewpoint - The market experienced a sudden reversal in sentiment on January 30, leading to a panic sell-off in the non-ferrous metals sector, halting the previous bullish trend [1] Group 1: Market Performance - The non-ferrous metals ETF (招商159690) faced significant selling pressure, hitting a 10% limit down, with trading volume sharply increasing [2] - Major stocks in the sector, including 兴业银锡 and 云铝股份, also reached their daily limit down of 10% [2] Group 2: Causes of the Decline - The immediate trigger for the decline was a sharp drop in international precious metals prices, with gold and silver experiencing maximum daily declines of over 5% and 8%, respectively [3] - The underlying cause was attributed to a significant profit-taking demand that had built up in the market, as previous gains had been substantial and some stock prices were seen as overextended relative to short-term fundamentals [3] Group 3: Future Outlook - Most analysts believe that the decline is more of a technical adjustment driven by emotions and capital rather than a fundamental reversal of the industry's long-term logic [3] - Key factors supporting a medium to long-term bull market in non-ferrous metals, such as rigid supply, structural demand from new energy and AI, and the evolution of the global monetary credit system, remain intact [3] - After the short-term panic and valuation pressure are alleviated, the sector is expected to return to a focus on macro policies and industry fundamentals, with structural opportunities based on real supply and demand still worth monitoring [3]

Market Overview - Global markets experienced turbulence on January 30, with major indices such as Nikkei 225, Hong Kong stocks, and US futures all showing declines. Gold and silver prices plummeted, and Bitcoin saw a significant drop, leading to over 270,000 liquidations in the cryptocurrency market, totaling nearly $1.7 billion [1][2]. A-Shares Performance - A-shares showed mixed results, with the Shanghai Composite Index regaining the 4100-point mark, while the ChiNext Index rebounded after hitting a low. However, over 3,800 stocks in the market declined [1]. Sector Performance - CPO and optical communication stocks surged, with companies like Lian Te Technology and Tianfu Communication rising over 11%, and Changfei Optical Fiber hitting the daily limit. Conversely, industrial and precious metals sectors faced significant declines, with over 20 stocks, including Nanshan Aluminum and Tongling Nonferrous Metals, hitting the daily limit down [1]. Precious Metals Market - International precious metals saw a sharp decline, with gold prices dropping by 4% to below $5200 per ounce, marking a daily decrease of over $200. Silver prices fell over 5%, dropping below the $110 mark [1]. Cryptocurrency Market - Major cryptocurrencies continued to decline, with Bitcoin falling over 6% to below $82,300, and Ethereum and SOL dropping over 7%. In the last 24 hours, more than 270,000 traders were liquidated, with a total liquidation amount close to $1.7 billion [2]. Dollar Index - The US dollar index rebounded, rising by 0.44% to 96.58 as of 11:30 AM Beijing time [3]. Geopolitical Factors - Ongoing tensions in the Middle East are impacting global markets. US President Trump announced plans to engage in dialogue with Iran, and the market is closely watching the announcement of the next Federal Reserve Chair, which is expected to be revealed on January 30 [5].

Group 1 - The core viewpoint of the news is the anticipation of Kevin Warsh being nominated as the new Federal Reserve Chairman, which has led to a significant drop in the prices of non-ferrous stocks [1] - The market prediction for Warsh's nomination has surged to 87% according to Polymarket, indicating strong market sentiment towards a hawkish candidate [1] - The report from Guojin Securities outlines the main logic for the non-ferrous sector this year, highlighting low supply due to low capital expenditure, domestic anti-competition measures, and overseas resource nationalism [1] Group 2 - The demand for non-ferrous metals is driven by AI, new energy, and the reconstruction of manufacturing in Europe and the US [1] - The report emphasizes strong inventory replenishment due to low existing inventories across supply chains and the initiation of a national reserve cycle in the US [1] - Despite recent price volatility due to regional issues, the fundamental outlook for commodity prices remains strong, with macroeconomic fluctuations being the only potential disruptor [1] Group 3 - As of January 30, 2026, the non-ferrous metal industry index (399395) saw significant declines in major stocks, with Nanshan Aluminum leading at a drop of 10.05% [2] - The non-ferrous ETF Penghua (159880) decreased by 8.66%, with a latest price of 2.39 yuan and a net inflow of 11 million units over the past seven days [2] - The top ten weighted stocks in the non-ferrous metal industry index account for 51.65% of the index, including companies like Zijin Mining and Ganfeng Lithium [2]

本文转自【台州晚报】； 1月30日A股早盘，贵金属板块集体低开，中金黄金、白银有色、豫光金铅、招金黄金、四川黄金、湖南白银跌停，晓程科技低开超19%，山金国际、赤 峰黄金、西部黄金等跌幅靠前。 | | -8.22% | | | | | + 自选 | | --- | --- | --- | --- | --- | --- | --- | | 〜 上涨1家 | 一- 平盘0家 | △、下跌13家 | | | | | | 近一周涨幅 +25.40% | | 近一月涨幅 +86.46% | | 近一季涨幅 +110.70% | - 近一年涨幅 +255.02% | | | 股票池 | | 产业链 | 相关新闻 | | | | | 股票/代码 | 最新价 → | 涨跌幅 ◆ | 领涨次数 ● | 流通市值 = | 资金流向 √ | 简介 | | 晓程科技 | 68.78 | -18.49% | 12 | 160.71亿 | -0.14亿 | 公司是国内规模较大的电力终端载波 | | sz300139 | | | | | | 芯片供应商,国内电力终端载波芯 ... | | 四川黄金 sz001337 | 66.18 | ...

Market Overview - On January 30, the A-share market experienced a volatile correction, with the non-ferrous sector showing dramatic fluctuations, leading to significant declines in gold and non-ferrous ETFs, which approached their daily limit down before narrowing losses [1][3] - The non-ferrous ETF Huatai-PineBridge (159652) saw a drop of over 9%, which later reduced to 8%, with net subscriptions reaching 60 million units, translating to over 120 million yuan in net subscription amount [1] Precious Metals - The long-term outlook for gold remains strong due to factors such as de-dollarization, central bank gold purchases, and geopolitical conflicts, although short-term pullback risks should be monitored [1][5] - Recent market dynamics saw COMEX gold futures reaching historical highs, while spot silver surged over 4%, and London copper prices jumped 8%, surpassing $14,000 per ton [3][5] Industrial Metals - The copper market is currently experiencing short-term emotional volatility, but the long-term logic remains intact, supported by tight supply and ongoing demand from AI and power grid construction [8] - Aluminum prices are expected to maintain high volatility due to mixed macroeconomic signals, with domestic production increasing and inventory pressures mounting [8] Investment Opportunities - The non-ferrous ETF Huatai-PineBridge (159652) is highlighted for its comprehensive coverage of various metal sectors, including gold, copper, aluminum, lithium, and rare earths, positioning it to benefit from the super cycle in non-ferrous metals [11][14] - The ETF has shown superior performance with a cumulative return leading its peers since 2022, and its valuation remains reasonable, indicating that price increases are driven by earnings rather than valuation expansion [16][17] Historical Trends - Historical patterns suggest that the non-ferrous sector is likely to continue its strong performance, particularly during the second phase of major market cycles, which is characterized by profit-driven price increases [9]

Group 1 - The Hong Kong gold and precious metals sector experienced significant declines, with Chifeng Jilong Gold Mining falling by 13%, Shandong Gold by over 12%, Zijin Mining International by over 10%, and Zhaojin Mining by over 9% [1][6] - Spot gold and silver prices dropped sharply, with spot gold falling below $5,120 per ounce and spot silver below $108 per ounce [3][8] - Several gold-related companies issued risk warning announcements, indicating that their stock prices had significantly deviated from the market index, suggesting abnormal trading fluctuations [3][8] Group 2 - Regulatory bodies, such as the Shanghai Futures Exchange, have raised margin requirements in an attempt to cool down the market, reflecting a strong speculative atmosphere and accumulating short-term risks [3][8]

把"浙江之声"，更容易找到我们 来源：第一财经 各品牌官网 版权归原作者所有，如有侵权请及时联系 1月30日A股早盘，贵金属板块集体低开， 中金黄金、白银有色、豫光金铅、招金黄金、四川黄金、湖南白银跌停，晓程科技低开超19%，山金国际、赤 峰黄金、西部黄金等跌幅靠前。 | | -8.22% | | | | | + 自选 | | --- | --- | --- | --- | --- | --- | --- | | 〜 上涨1家 | → 平盘0家 | △ 下跌13家 | | | | | | 近一周涨幅 +25.40% | | 近一月涨幅 +86.46% | - | 近一季涨幅 +110.70% | 近一年涨幅 +255.02% | | | 股票池 | | 产业链 | 相关新闻 | | | | | 股票/代码 | 最新价 ◆ | 涨跌幅 ◆ | 领涨次数 ◀ | 流通市值 $ | 资金流向 √ | 简介 | | 晓程科技 | 68.78 | -18.49% | 12 | 160.71亿 | -0.14亿 | 公司是国内规模较大的电力终端载波 | | sz300139 | | | | | | 芯片供应商,国内电力终 ...

专题：春季行情未止 二月布局关注"反内卷"、新质生产力与农业 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 1月30日，现货黄金持续下挫，现跌破5200美元关口，日内跌逾170美元，跌幅超3%。 黄金概念股大面积跌停，截至发稿，晓程科技20%跌停，萃华珠宝、中金黄金、山东黄金、四川黄金等 纷纷跌停。 | 代码 | 名称 | 张幅个 | 息金额 | 息市值 | 现价 | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | -20.00% | 23.74 Z | 185.0 Z | 67.50 | | 301200 | 图资源 | -17.85% | 4.89 Z | 112.7 乙 | 20.02 | | 300842 | 曼卡龙 | -17.01% | 5.15 | 50.50 C | 19:25 | | 301026 | 浩通科技 | -13.46% | 3.68 Z | 51.91 G | 32.80 | | 301177 | 迪阿股份 | -12.97% | 2.31 乙 | 138.6 Z | 34.60 | | ...