据交易所数据显示，截至1月30日午间收盘，主力资金流出前20的股票分别为： 蓝色光标（-16.38亿元）、 北方稀土（-13.21亿元）、 紫金矿业（-12.56亿 元）、铜陵有色（-12.32亿元）、 洛阳钼业（-11.28亿元）、 浙文互联（-10.48亿元）、 江波龙（-9.78亿元）、 工业富联（-9.75亿元）、 包钢股份（-9.32 亿元）、 天齐锂业（-8.97亿元）、 赣锋锂业（-8.84亿元）、 华友钴业（-8.41亿元）、 特变电工（-8.31亿元）、 隆基绿能（-7.99亿元）、 江西铜业（-7.31 亿元）、 洲际油气（-6.35亿元）、 中兴通讯（-6.28亿元）、五 粮 液（-6.16亿元）、 中国铝业（-6.10亿元）、 利欧股份（-6.09亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行 | | --- | --- | --- | --- | | 蓝色光标 | -3.59 | -16.38亿元 | 文化传妙 | | 北方稀土 | -8.72 | -13.21亿元 | 小金属 | | 紫金矿业 | -8.33 | -12.56亿元 | 有色金属 | | 铜 ...

紫金矿业成交额达200亿元，现跌8.31%。 ...

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]

1月30日，A股市场震荡回调，昨夜有色板块上演过山车行情，今日早盘有色板块重挫，黄金ETF、有色ETF一度逼近跌停，随后跌幅收窄。资金坚定逆势增 仓，截至发稿，有色ETF汇添富（159652）一度跌超9%，随后跌幅收窄至8%，盘中已净申购达6000万份，按盘中成交均价估算，获净申购金额超1.2亿 元。 黄金在去美元化、央行购金、地缘冲突等支柱下，中长期逻辑坚挺，但短期需警惕回调风险；以有色ETF汇添富（159652）为代表的有色板块则不仅包括黄 金，亦囊括铜铝在内的工业金属，以及钨等小金属，同样，中长期投资机会与短期风险并存，投资者应结合自身风险偏好，理性参与中长期投资机会。 成分股行情面上，多股跌停，中国铝业、中金黄金、山东黄金等均10cm跌停，紫金矿业、赣锋锂业、洛阳钼业等均重挫，随后跌幅有所收窄。 | 序号 | 名称 | 现价 | 涨跌幅 | 成交量 | 成交额 ▼ | 换手率 市盈率 | | 总市值 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 紫金矿业 | 40.26 | -7.34% | 4.63亿 | 187.69 ...

Group 1 - The A-share market saw a collective decline in lithium mining stocks, with notable drops including Nepean Mining falling nearly 12% and several other companies hitting the daily limit down [1] - The main contract for lithium carbonate experienced a limit down, with a decrease of 11%, currently priced at 148,200 yuan per ton [1] Group 2 - Specific stock performances included Nepean Mining down 11.46% with a market cap of 8.152 billion yuan, and other companies like Meiyuan Co. and Tibet Zhufeng both down 10% [2] - Other significant declines included Western Mining down 9.99% with a market cap of 84.8 billion yuan, and Tianqi Lithium down 8.74% with a market cap of 88.5 billion yuan [2]

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]

截至2026年1月30日 10:04，中证细分有色金属产业主题指数(000811)下跌8.42%。成分股方面，南山铝业领跌10.05%，云南铜业下跌10.01%，白银有色下跌 10.01%，兴业银锡下跌10.01%，中金黄金下跌10.00%。有色ETF汇添富(159652)下跌8.91%，最新报价2.05元。拉长时间看，截至2026年1月29日，有色ETF 汇添富近1周累计上涨16.20%。（以上所列股票仅为指数成份股，无特定推荐之意） 规模方面，有色ETF汇添富最新规模达77.22亿元，创近1年新高。（数据来源：Wind） 份额方面，有色ETF汇添富最新份额达34.47亿份，创近1年新高。（数据来源：Wind） 资金流入方面，有色ETF汇添富最新资金净流入2.35亿元。拉长时间看，近5个交易日内有4日资金净流入，合计"吸金"5.78亿元，日均净流入达1.16亿元。 （数据来源：Wind） 数据显示，杠杆资金持续布局中。有色ETF汇添富本月以来融资净买额达330.88万元，最新融资余额达1.06亿元。（数据来源：Wind） 消息面上，1月30日，国际金属市场上演剧烈过山车行情，昨夜海外交易时段贵金属与工业金属 ...

Fund Market - The issuance of new funds has accelerated this year, with total scale exceeding 100 billion yuan, driven by equity and FOF products [1] - 110 new funds were established by January 29, with a total issuance scale of 110.54 billion yuan, including 85 equity funds totaling 76.81 billion yuan [1] - FOF products have also maintained high popularity, with issuance scale surpassing 80 billion yuan in 2025 [1] Technology Sector - Over 260 companies on the Sci-Tech Innovation Board have released performance forecasts for 2025, with 105 companies reporting positive growth [1] - The focus on technology growth sectors such as artificial intelligence and biomedicine is expected to attract long-term capital [1] Aerospace Industry - A series of significant announcements were made at the Commercial Aerospace Action Conference, outlining the future of China's commercial aerospace sector [2] - By 2030, low-orbit satellite constellations are expected to be established, with launch costs potentially dropping below 10,000 yuan per kilogram [2] Communication Technology - China has achieved a new milestone in ground-space laser communication, with speeds reaching 120 Gbps [2] Semiconductor Development - Research teams have made advancements in two-dimensional semiconductors, specifically in the production of molybdenum disulfide films [2] Corporate Financial Performance - Apple reported a revenue of 143.8 billion USD for the quarter ending December 27, a 16% year-on-year increase, driven by strong iPhone 17 demand and a 38% increase in sales in China [3] - Adidas preliminary data indicates a fourth-quarter revenue of 6.08 billion euros, slightly below expectations, but full-year operating profit is projected at 2.06 billion euros, above estimates [4] Market Reactions - Microsoft experienced a significant stock sell-off, with a market value decrease of 357 billion USD, the second-largest single-day drop in history, attributed to concerns over AI spending and slowing cloud business growth [5][13] - Other tech stocks, including Alphabet and Nvidia, also faced substantial market value losses [5][13]

2026.01. 30 本文字数：438，阅读时长大约1分钟 作者 | 一财 阿驴 09:27 黄金概念股多数低开，白银有色、兴业银锡、豫光金铅、中金黄金、盛达资源等多股跌停价开 盘。 09:25 A股开盘丨三大指数集体低开 上证指数低开0.63%，深证成指低开0.6%，创业板指低开0.09%。科创综指低开0.39%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | how | 4131.99 | -25.99 | -0.63% | | 399001 | 深证成指 | ิ | 14214.14 | -85.94 | -0.60% | | 399006 | 创业板指 | N | 3301.54 | -2.97 | -0.09% | | 000680 | 科创综指 | | 1823.88 | -7.22 | -0.39% | 盘面上，黄金、基本金属板块大跌，个股现跌停潮。半导体、光伏、AI应用题材走弱。 09:22 港股开盘丨恒生指数低开0.65% 恒生指数低开0.65%，恒生科技指 ...

来源：@华夏时报微博 华夏时报记者 董红艳 北京报道 紫金矿业拟斥资约280亿元溢价收购加拿大联合黄金的举动，引发市场高度关注。本次交易是紫金矿业海外金矿布 局中，单笔耗资规模最大的一笔收购。 同时，值得关注的是，近期有色板块迎来大牛市，黄金价格持续走高并不断刷新历史纪录。叠加头部矿企近年来 持续加码海外金矿布局的背景，《华夏时报》记者从业内分析人士处获悉，当前贵金属价格高位运行，为行业打 开了扩张窗口，不过企业布局仍需分阶段审慎推进。 标的盈利能力尚待提升 1月26日晚，紫金矿业公告称，其控股的紫金黄金国际与Allied Gold Corporation（下称"联合黄金"）签署《安排协 议》，紫金黄金国际拟以44加元/股的现金价格，收购联合黄金全部已发行的普通股，收购对价共计约55亿加元 （约合人民币280亿元）。 联合黄金是一家总部位于加拿大的黄金矿业公司，于2023年9月在多伦多证券交易所上市，2025年6月在纽约证券 交易所上市，证券代码为AAUC。以联合黄金在多伦多证券交易所的股价为测算基础，本次收购价格较协议签署 前1个交易日（2026年1月23日）收盘价41.75加元/股溢价约5.39%，较协议 ...