机构观点显示，高盛维持亚太股市 "增持" 评级，建议超配半导体（SK 海力士、北方华创）和消费电子（立讯精密）；摩根士丹利下调澳大利亚股市评级 至 "中性"，建议转向金融（CBA）和医疗（CSL）板块；中信证券提示 A 股短期关注 3300 点突破力度，若放量站稳可加仓科技股，反之需减仓防御，等 待回调至 3250 点支撑位。 总体来看，今日亚太股市在美股反弹和中国经济数据支撑下普涨，但量能不足制约 A 股突破空间。投资者需关注美联储政策预期、地缘政治风险及市场 估值压力，短期可把握科技与消费双主线轮动机会，中长期布局高景气赛道（AI、半导体、智能汽车）及防御性资产（黄金、高股息）。关键数据与事 件方面，需关注 4 月 PMI 数据（4 月 30 日公布）、5 年期 LPR 调整（5 月 20 日）、美联储 5 月 FOMC 会议（5 月 14-15 日）及美国 4 月非农就业报告 （5 月 3 日）。 2025 年 4 月 23 日亚太股市延续震荡上行态势，日经 225 指数涨 1.72% 报 34808.8 点，韩国 KOSPI 指数涨 1.47% 报 2523.3 点，澳大利亚 ASX200 指数涨 1 ...

21世纪经济报道记者 叶麦穗 广州报道 黄金价格大跌冲上今日热搜，现货黄金4月23日持续走低，盘中 失守3300美元/盎司整数关口，日内跌超2%，相较前一日的高点3499.45美元/盎司，下跌超过200美元/盎 司。与此同时，沪金主连今日下跌4.55%，开盘不久就击穿800元/克的支撑，收报784.28美元/克。 与此同时多家银行提示黄金投资风险，建设银行表示，近期国内外贵金属价格波动加剧，市场风险提 升。请提高贵金属业务的风险防范意识，合理控制仓位，及时关注持仓情况和保证金余额变化情况，理 性投资。 工商银行提醒，近期国际形势复杂多变，贵金属价格波动较大。建议您提高风险防范意识，基于自身财 务状况和风险承受能力理性开展贵金属投资活动，合理控制贵金属资产规模，防范贵金属价格波动风 险。 3月19日，江苏银行也曾发布公告称，不法分子通过各种"炒金"、"抢金"、"套现"等各种手段诱导持卡 人进行信用卡"炒金类"投资，不仅违反信用卡使用规定，更存在巨大资金风险。 排排网财富理财师负责人孙恩祥在接受记者采访时表示，金价大跌其实是意料之内。前期黄金涨幅过 猛，连续突破几个重要关口，一路冲至3500美元/盎司关口，投资人 ...

4月23日，特朗普关税"改口"，A股收盘涨跌不一，全天成交1.26万亿元，较前一交易日增量1413亿元。 板块上，机器人、汽车零部件、消费电子、电机等板块活跃，贵金属、黄金概念重挫，商业百货、食品饮料、预制菜等板块走低。 下面我们来看下今日龙虎榜情况： | | 爱博医疗 -20.00% | 曙光股份 6.43% | 百大集团 -8.70% | 丽尚国潮 -5.28% | 西昌电力 5.00% | 浙江自然 10.02% | 丰标品 | | --- | --- | --- | --- | --- | --- | --- | --- | | | 轻纺城 10.05% | 连云港 10.00% | 健尔康 10.01% | 天和磁材 2.12% | 华脉科技 3.75% | 保税科技 2.35% | 信雅 | | 沪市 | 肯特催化 -5.15% | 安记食品 -9.98% | 安正时尚 -9.98% | 葫芦娃 -9.99% | 中毅达 -10.00% | 赤峰黄金 -10.00% | CONDE | | | 凌云B股 -10.00% | ST新潮 2.56% | ST广物 5.05% | ST通葡 4.98% ...

Core Viewpoint - The article discusses the recent developments in US-China trade relations and their impact on the A-share market, highlighting the mixed performance of various sectors and companies in response to news about potential tariff reductions and trade agreements [1]. Group 1: US-China Trade Relations - Bessent stated that the current tariffs of 145% on Chinese goods and 125% on US goods are unsustainable, suggesting a de-escalation in the near future [1]. - The White House indicated that Trump is laying the groundwork for a trade agreement with China, with a positive outlook on the relationship [1]. - Trump mentioned that he would be "very friendly" in negotiations with Beijing and that tariffs on Chinese imports would significantly decrease but not to zero [1]. Group 2: Market Reactions - Following the news, sectors such as the outbound industry chain and consumer electronics saw a rebound, with robotics being the standout performer [1]. - Tesla's Elon Musk projected that thousands of Optimus robots would be operational in Tesla factories by the end of the year, with a long-term goal of producing one million units annually by 2029 or 2030 [1]. - Xiaopeng Motors showcased its robot model IRON, which attracted significant attention at an event, indicating strong market interest in robotics [1]. Group 3: Gold Market Outlook - Despite a drop in gold prices, there is a positive long-term outlook for gold due to geopolitical tensions, with Morgan Stanley predicting gold prices could exceed $4,000 per ounce next year [6]. - The report anticipates an average gold price of $3,675 per ounce by Q4 2025, with potential for earlier increases if demand exceeds expectations [6]. Group 4: A-Share Market Performance - The A-share market showed mixed results, with the Shanghai Composite Index closing down 0.1%, while the Shenzhen Component and ChiNext Index rose by 0.67% and 1.08%, respectively [7]. - The total market turnover reached 12,625 billion yuan, an increase of 1,412 billion yuan from the previous day [7]. - High-profile stocks experienced declines, with 72 stocks hitting the daily limit up and 16 stocks closing at the limit down [7].

| 000426 | 兴业银锡 | -3.27 | 2.27 | -669.74 | | --- | --- | --- | --- | --- | | 603045 | 福达合金 | 0.45 | 4.70 | -609.81 | | 605599 | 菜百股份 | -5.00 | 1.24 | -470.63 | | 301026 | 浩通科技 | -2.61 | 3.52 | -465.88 | | 603077 | 和邦生物 | -1.15 | 0.52 | -462.44 | | 603900 | 莱绅通灵 | -9.38 | 14.48 | -362.31 | | 600173 | 卧龙地产 | 0.00 | 2.05 | -340.32 | | 002266 | 浙富控股 | 0.66 | 0.45 | -242.40 | | 600857 | 宁波中百 | -7.04 | 7.68 | -217.07 | | 002672 | 东江环保 | -5.14 | 2.08 | -187.23 | | 002538 | 司尔特 | -1.00 | 1.75 | -136.68 | | 301500 | ...

| > 龙虎榜 | | | ○、输入问句,你想知道的都在这里 | | 开始搜索 | | --- | --- | --- | --- | --- | --- | | 2025-04-23 2025-04-14 | | | | | 历史龙虎榜信息>> | | 上榜原因:日跌幅偏离值达7%的证券 | | | | | 更多个股解读>> | | 营业部名称 | 买入金额(元) | 占总成交比例 | 卖出金额(元) | 占总成交比例 | 净额(元) | | 沪股通专用 | 5.767. | 11.23% | 0.00 | 0.00% | 5.76亿 | | 瑞银证券有限责任公司上海浦东新区花园石桥路第二证券营业部 | 2.45亿 | 4.78% | 0.00 | 0.00% | 2.45亿 | | 机构专用 | 9852.31万 | 1.92% | 0.00 | 0.00% | 9852.31万 | | 摩根大通证券(中国)有限公司上海银城中路证券营业部 | 9579.50万 | 1.87% | 0.00 | 0.00% | 9579.50万 | | 中泰证券股份有限公司天津红旗路证券营业部 | 8073.33万 | 1 ...

香港 恒生指数收涨2.37%， 恒生科技指数涨3.07%。机器人概念股走强， 越疆、 优必选涨超17%； 小 米集团涨超6%。 赤峰黄金跌超15%， 山东黄金跌超10%。 ...

2025.04. 23 作者 | 一财资讯 贵金属板块重挫，赤峰黄金跌停，四川黄金跌超9%，晓程科技、湖南黄金等大跌。 4月23日，三大股指收盘涨跌不一，沪指跌0.1%，深成指涨0.67%，创业板指涨1.07%。 | 板块名称 | 涨幅量 | 主力金额 | 板块名称 | 涨幅4 | 主力金额 | | --- | --- | --- | --- | --- | --- | | 人形机器人 | +4.58% | +62.847. | 贵金属 | -7.38% | -14.22 Z | | 电机 | +4.32% | +9.50 7. | 黄金概念 | -3.44% | -22.35 乙 | | 汽车零部件 | +3.92% | +43.53 7. | 食品加工制造 | -3.13% | -7.08亿 | | 汽车热管理 | +3.67% | +22.92 7 | 无米 | -2.88% | -8.93 乙 | | 飞行汽车[eVTOL] | +3.54% | +17.51 7. | 别 | -2.86% | -1.62 7. | | 一体化压铸 | +3.48% | +9.08 7. | 粮食概念 | -2.82 ...

Core Viewpoint - The article discusses the significant decline in gold prices both internationally and domestically, leading to a sharp drop in gold-related stocks and ETFs, as well as adjustments in trading regulations by the Shanghai Gold Exchange [1][3][10]. Gold Price Movement - As of April 23, gold prices fell sharply, with spot gold down 1.7% and COMEX gold nearly 2% lower. The main futures contract on the Shanghai Gold Exchange dropped over 3%, falling below 800 CNY per gram [3][4]. - Domestic gold jewelry prices also adjusted downwards, with major brands like Chow Tai Fook and Chow Sang Sang reducing their prices from 1,082 CNY per gram to 1,055 CNY per gram, a decrease of 27 CNY [7]. Impact on Gold Stocks and ETFs - Gold-related stocks experienced significant declines, with companies like Chifeng Jilong Gold Mining and Sichuan Gold seeing drops of 9.20% and 8.16% respectively. Gold ETFs also faced widespread declines [5][6]. - Multiple gold ETFs announced the suspension of subscription and redemption services, citing the need to manage risks associated with recent price volatility [12][13]. Regulatory Adjustments - The Shanghai Gold Exchange announced adjustments to margin levels and price fluctuation limits for various gold and silver contracts, increasing the margin for gold contracts from 12% to 13% and for silver from 15% to 16% [10]. - The exchange emphasized the importance of risk management and urged members to enhance their risk prevention measures [11][14]. Market Sentiment and Risk Awareness - The article highlights a growing concern among financial institutions regarding market volatility, with banks like China Construction Bank issuing warnings to investors about the heightened risks in precious metals trading [14]. - Analysts suggest that the recent fluctuations in gold prices are driven by various market factors, prompting investors to be cautious and manage their positions wisely [16].

黄金股跌幅进一步扩大，明牌珠宝（002574）跌停，赤峰黄金（600988）、四川黄金（001337）、莱绅 通灵（603900）逼近跌停，晓程科技（300139）、湖南黄金（002155）跌幅居前。 ...