商报讯(记者苗露)近段时间的黄金价格似乎是坐上了一路上行的过山车，涨势惊人。昨日盘中，现货黄 金持续冲高，纽约期金站上3400美元/盎司，续创历史新高。受其影响，A股市场黄金板块也出现持续大 涨，截至昨日下午收盘，晓程科技（300139）20cm涨停，四川黄金（001337）、赤峰黄金 （600988）、西部黄金（601069）等近10股涨停。业内人士认为，黄金股与金价背离或将终结，黄金股 重估开启。从短期来看，美国关税政策不确定性提升黄金避险需求，但需谨防短期黄金大幅波动。从长 期来看，黄金价格走势与通胀、全球央行购金、美国债务赤字问题等多因素相关。 金价续创新高近10只黄金股涨停 黄金又涨疯了。昨日，现货黄金持续冲高，纽约期金站上3400美元/盎司，续创历史新高。伦敦现货黄 金开盘后持续上行，首次突破3370美元/盎司。国内沪金主力合约升破800元/克，同样再创新高。截至 昨日17时35分，现货黄金报3395.25美元/盎司，涨2.05%，COMEX黄金报3405.7美元/盎司，涨超2.3%。 受其影响，昨日A股市场黄金概念板块也出现持续高涨。据同花顺（300033）数据，截至昨日下午收 盘，黄金概念板块 ...

Core Viewpoint - The article discusses the significant decline of the US dollar, which has fallen below the 98 mark, leading to a rise in Asian currencies and increased interest in gold as a safe-haven asset [1][3]. Currency and Dollar Performance - The US dollar index has dropped to a three-year low, with a decline of over 1.4% on April 21, 2025, and a year-to-date increase of approximately 11.38% for the euro against the dollar and 12% for the yen [3][4]. - Goldman Sachs estimates that the dollar is overvalued by 20%, attributing this to the adverse effects of US tariff policies on the dollar's credibility [2][4]. Gold Market Dynamics - Gold has emerged as the primary beneficiary of the dollar's decline, with record inflows into gold funds amounting to $8 billion in the past week, surpassing stock fund inflows of $7.9 billion [5][6]. - The price of gold futures reached over $3,400 per ounce, while domestic gold prices exceeded 800 yuan per gram, reflecting a strong demand for gold as a hedge against dollar asset risks [2][5]. Investment Trends - The inflow into gold ETFs has been robust, with a continuous increase for 12 weeks, marking the longest streak since 2022. The total inflow for the first quarter of 2025 reached $21 billion, with 226 tons of gold added [6]. - In China, gold ETF inflows were approximately 5.6 billion yuan in March, contributing to a total asset management scale of 101 billion yuan, a record high [6]. Economic Outlook - Analysts suggest that the ongoing issues with the dollar's credibility are likely to persist, with the US economy facing potential recession or stagflation. This situation may lead to increased investment in precious metals [7].

Market Overview - The A-share market experienced a significant rise, with the Shanghai Composite Index approaching 3300 points and major indices like the Shenzhen Component and ChiNext Index rising over 1% [1] - The total trading volume in the A-share market exceeded 1 trillion yuan, marking a return to above 10 billion yuan [1] Sector Performance - Over 4300 stocks in the market showed gains, with notable increases in the automotive industry, paper sector, pharmaceutical sector, gold concept stocks, large aircraft concept, and humanoid robot concept [2][3][7][10] - Gold concept stocks surged, with several stocks reaching their daily limit, and the price of spot gold exceeded $3390 per ounce, setting a new historical high [3][4] Gold Sector Insights - The demand for gold is driven by geopolitical uncertainties and a decline in trust towards dollar assets, leading to increased net purchases of gold by global central banks [5][6] - Central banks are projected to purchase over 1000 tons of gold annually from 2022 to 2024, contributing to a bullish outlook for gold prices [5][6] Large Aircraft Sector Insights - The large aircraft concept saw strong performance, with stocks like Tongyi Aerospace rising over 16% [7] - The domestic airlines are currently facing delays in receiving Boeing aircraft due to "reciprocal tariffs," prompting interest in Chinese commercial aircraft in Southeast Asia [9] Humanoid Robot Sector Insights - The humanoid robot concept gained traction, with stocks like Zhenyu Technology and Wanda Bearings seeing significant increases [10][12] - The recent marathon event in Beijing showcased humanoid robots, enhancing the visibility and potential of this sector [10][12]

Market Overview - The A-share market experienced a significant rise, with the Shanghai Composite Index approaching 3300 points and major indices like the Shenzhen Component and ChiNext Index rising over 1% [1][2] - The total trading volume in the A-share market exceeded 1 trillion yuan, increasing by over 120 billion yuan compared to the previous day [1][2] Sector Performance - The automotive industry saw substantial gains, with stocks like Redick rising over 11% and several others hitting the daily limit [2] - The paper sector also performed well, with multiple stocks reaching their daily limit [2] - The pharmaceutical sector experienced an upward trend, with companies like Shutaishen and Dizhe Pharmaceutical hitting the daily limit [2] - Gold-related stocks surged, with companies such as Sichuan Gold and Chifeng Gold reaching their daily limit [3][5] - The large aircraft concept stocks saw a strong rally, with Tongyi Aerospace rising over 16% and several others hitting the daily limit [10] - The humanoid robot sector became active again, with stocks like Zhenyu Technology rising over 13% [14] Gold Market Insights - Spot gold prices broke through $3390 per ounce, reaching a historical high, while the main gold futures contract in Shanghai rose over 2% [7] - The demand for gold is driven by geopolitical uncertainties and a decline in trust towards dollar assets, leading to increased net purchases by global central banks [7] - Central banks are expected to purchase over 1000 tons of gold annually from 2022 to 2024, contributing to a bullish outlook for gold prices [7][8] Large Aircraft Sector Developments - A Boeing 737 Max aircraft is set to be delivered from Zhoushan Boeing Completion Center to Seattle, amidst a pause in domestic airlines accepting Boeing aircraft due to "reciprocal tariffs" [12] - The potential market for domestic large aircraft in Southeast Asia is growing, as countries like Vietnam and Malaysia express interest in introducing and operating Chinese commercial aircraft [12] Humanoid Robot Sector Developments - A marathon event featuring humanoid robots showcased advancements in their performance and reliability, indicating a growing market for AI and robotics [16] - Investment opportunities in the AI and robotics sector are expanding, particularly in areas like exoskeleton robots and sensors, which are expected to commercialize faster than humanoid robots [16]

资金流入比率方面，富春环保、莱绅通灵、紫金矿业等流入比率居前，主力资金净流入率分别为 38.00%、24.39%、16.46%。（数据宝） 截至4月21日收盘，黄金概念上涨4.28%，位居概念板块涨幅第1，板块内，66股上涨，晓程科技20%涨 停，富春环保、四川黄金、赤峰黄金等涨停，恒邦股份、株冶集团、山东黄金等涨幅居前，分别上涨 9.08%、8.54%、7.99%。跌幅居前的有特力A、欧亚集团、ST金一等，分别下跌5.19%、1.92%、 0.37%。 今日涨跌幅居前的概念板块 | 概念 | 今日涨跌幅（%） | 概念 | 今日涨跌幅（%） | | --- | --- | --- | --- | | 黄金概念 | 4.28 | 租售同权 | -0.21 | | 金属锌 | 3.91 | 同花顺中特估100 | 0.01 | | 金属铅 | 3.84 | 房屋检测 | 0.07 | | 财税数字化 | 3.71 | 低辐射玻璃(Low-E) | 0.15 | | Sora概念(文生视频) | 3.60 | 中船系 | 0.20 | | 云办公 | 3.59 | 超级品牌 | 0.25 | | 华为盘古 | 3 ...

长按即可参与 A股三大指数今日延续反弹态势，截止收盘，沪指涨0.45%，深证成指涨1.27%，创业板指涨1.59%。沪深两市成交额超一万亿，较上周五放量逾 千亿。 盘面上，随着黄金价格一路走高，A股黄金板块掀涨停潮，带动小金属集体走高，此外消费、跨境电商概念涨幅居前，银行板块领跌两市。 一起来看今天的热点。 01 黄金期货突破800元/克， 创造历史记录！ 今日，上期所黄金期货主力合约突破800元/克关口，再创历史新高。 COMEX黄金也拿下重要整数关口3400美元/盎司。 A股黄金板块也持续攀升，赤峰黄金、 晓程科技、莱绅通灵、潮宏基、鹏欣资源强势涨停。 | | 贵金属 | | | | --- | --- | --- | --- | | | 2170.13 (+191.40 +9.67%) | | | | 讨论 板块分析 | 成分股 | 相关ETF | 资讯 | | 全部(12) 连板 | 关注度 | 主力资金 | 北向净流 | | 名称 | 最新价 ◆ | 涨跌幅 ◆ | 市盈率 ◆ | | 晓程科技 | 21.20 | +19.98% | 124.77 | | SZ300139 | | | | | 赤峰 ...

今天上午，A股多点开花，盘面上，变与不变并存。 不变的一面体现在：在现货黄金持续创新高带动下，贵金属板块继续走强；市场继续抱团人气股，国芳 集团、中毅达涨停，国光连锁、安记食品大涨。 变的一面是：科技股的人气逐渐回暖。今天上午，在A股成交额榜前列，科技股数量明显增多，其中， 拓维信息、寒武纪上午成交额分别居A股第一、第二位。 值得一提的是， AI又跑出新的"风口"——MCP概念 ，东方材料、恒锋信息、合合信息、汉得信息等概 念股上午大涨。MCP（Model Context Protocol）协议，即模型上下文协议。该协议是一种开放协议，支 持大模型应用程序与外部数据源和工具之间的无缝集成。 从3月中旬以来，由于受到交易拥挤、短期涨幅过大、面临4月业绩期等多重因素影响，以AI为代表的 科技股持续调整。眼下，上述因素的制约作用正在减弱，科技龙头股的一季报业绩无疑起到提振作用。 这也正如市场此前所预期，经历一季报验证，高景气的科技细分赛道后市仍会重拾升势。 机构表示，目前AI应用已处于突破阶段，在多模态、Agent（智能体）等驱动下需求上扬、产业景气度 维持高涨。中期来看，只要AI叙事逻辑未发生根本性动摇，产业发展 ...

Banking Sector - Bank stocks experienced a pullback after reaching highs, with notable declines in Qilu Bank, Ping An Bank, Pudong Development Bank, and Chengdu Bank, all dropping over 1% [1] - The year-to-date performance of various banks shows mixed results, with Qilu Bank up 10.34%, while Ping An Bank down 5.81% [2] Gold Sector - Gold-related stocks surged, with companies like Xiaocheng Technology and Lai Shen Tong Ling hitting the daily limit, while others like Chifeng Gold and Hunan Gold rose over 7% [1] - Spot gold prices increased by 1.7%, surpassing $3,380 per ounce, indicating strong market interest [1] LPR Rates - The one-year LPR remains at 3.10% and the five-year LPR at 3.60%, unchanged for six months [4][6] - The stability in LPR is attributed to the steady 7-day reverse repurchase rate and low net interest margins for banks, reducing the incentive to lower LPR [6] Economic Outlook - Recent economic data shows a GDP growth of 5.4% year-on-year and a 1.2% quarter-on-quarter increase, indicating a recovery in the economy [8] - Financial support for the real economy remains robust, suggesting that there is no immediate urgency for rate cuts [8] Monetary Policy Insights - Experts predict a potential reserve requirement ratio (RRR) cut of 25-50 basis points around the April Politburo meeting to support credit expansion [9] - Structural monetary policy tools may be introduced to guide credit flow and reduce financing costs for enterprises [9][10]

展望后市，多家机构认为，黄金价格或仍有上行空间，投资者对避险资产的配置意愿持续增强。在高盛的乐观情景假设下，若美国经济陷入衰退，黄金ETF的资金 流入或将进一步提速，推动金价年内升至3880美元/盎司。 黄金飙涨 4月21日早盘，上期所黄金期货主力合约再度飙涨，一举突破800元/克关口，创历史新高，一度大涨超2%，今年迄今累计涨超30％。 受此影响，A股开盘后，黄金股集体大涨，晓程科技一度冲击20CM涨停，现涨超16%；鹏欣资源、潮宏基强势涨停，赤峰黄金、西部黄金、湖南黄金、山东黄金、 中金黄金、山金国际等跟涨。 与此同时，现货黄金价格一度突破3380美元/盎司，再度刷新历史最高点位，现涨1.56%。 黄金一路狂飙。 今日早间，黄金价格再度大涨，上期所黄金期货主力合约一举突破800元/克关口，创历史新高；现货黄金价格一度突破3380美元/盎司，再度刷新历史最高点位。A 股开盘后，黄金股全线大涨，晓程科技一度冲击20CM涨停，鹏欣资源强势涨停。 与此同时，上海黄金交易所公告称，近期贵金属价格波动剧烈。请各会员提高风险防范意识，继续做好风险应急预案，维护市场平稳运行。同时，提示投资者做好 风险防范工作，合理控制仓 ...

Core Viewpoint - The performance of the CSI 500 Quality Growth Index and its constituent stocks has shown significant upward movement, indicating a positive market sentiment and potential investment opportunities in the sector [1][2]. Group 1: Index Performance - As of April 21, 2025, the CSI 500 Quality Growth Index rose by 1.15%, with notable increases in constituent stocks such as Chifeng Jilong Gold Mining (up 7.35%) and Hunan Gold (up 6.56%) [1]. - The CSI 500 Quality Growth ETF experienced a 0.87% increase, reaching a latest price of 0.92 yuan [1]. Group 2: Fund Growth Metrics - The CSI 500 Quality Growth ETF saw a significant scale increase of 7.91 million yuan over the past week, ranking in the top third among comparable funds [1]. - The latest share count for the CSI 500 Quality Growth ETF reached 575 million, marking a one-month high and also placing it in the top third among comparable funds [1]. - The ETF recorded a net inflow of 913,900 yuan, with a total of 14.67 million yuan net inflow over the last five trading days, averaging 2.93 million yuan per day [1]. Group 3: Market Outlook - According to Huaxi Securities, the Chinese equity market is expected to benefit from a valuation advantage compared to major global indices, with supportive policies anticipated from the upcoming political bureau meeting [2]. - The central government has emphasized its commitment to stabilizing the stock market, which is expected to bolster investor confidence [2]. Group 4: Index Composition - As of March 31, 2025, the top ten weighted stocks in the CSI 500 Quality Growth Index accounted for 24.26% of the index, with Chifeng Jilong Gold Mining being the highest at 3.13% [3][5].