Group 1 - As of January 27, the A-share margin balance is 27,233.91 billion yuan, a decrease of 20.5 billion yuan from the previous trading day, accounting for 2.61% of the A-share circulating market value [1] - The margin trading volume on the same day was 2,794.96 billion yuan, down by 319.11 billion yuan from the previous trading day, representing 9.56% of the A-share transaction volume [1] - Among the 31 primary industries in Shenwan, 17 industries experienced net financing inflows, with the communication industry leading at a net inflow of 1.11 billion yuan [1] Group 2 - A total of 41 stocks had net financing inflows exceeding 100 million yuan, with Tianfu Communication leading at a net inflow of 756 million yuan [1] - Other stocks with significant net financing inflows include Mingyang Smart Energy, Zijin Mining, New Yisheng, SMIC, Guomao Technology, China Railway, Cambricon, Shengda Resources, and Yuguang Gold Lead [1][2] - Recently, Amazon Web Services announced a price increase of approximately 15% for its EC2 machine learning capacity blocks used for large model training, indicating sustained high demand for AI computing power [2]

港股恒生指数开盘涨0.73%，报27325.89点，恒生科技指数涨0.56%，报5786.66点，国企指数涨0.63%， 报9302.93点，红筹指数涨0.26%，报4299.98点。 大型科技股中，阿里巴巴-W涨0.35%，腾讯控股涨0.99%，京东集团-SW涨1.5%，小米集团-W平收，网 易-S涨0.97%，美团-W涨0.47%，快手-W涨0.63%，哔哩哔哩-W涨0.52%。 电力设备股高开，哈尔滨电气涨超2%；创新药概念活跃，先声药业涨超5%；黄金股普涨，赤峰黄金涨 超4%。零食巨头鸣鸣很忙首日上市涨逾88%；紫金矿业涨逾2%，新东方跌逾3%。 【隔夜外盘】 美股三大指数涨跌不一，道指跌0.83%，纳指涨0.91%，标普500指数涨0.41%并创收盘新高。热门中概 股涨跌互现，纳斯达克中国金龙指数收涨0.48%。 "七巨头"中六家上涨，英伟达、苹果涨超1%，微软、亚马逊涨逾2%，仅特斯拉一家下跌。费城半导体 指数涨2.4%，也收于历史新高。30只成分股中27家收涨。 金价再度刷新历史新高。现货黄金收涨3.3%，报5180.2美元/盎司；现货白银收涨7.92%，报112.16美元/ 盎司。 【隔夜资讯 ...

Report Summary 1. Investment Rating - No investment rating for the industry is provided in the report. 2. Core Viewpoints - The global economy has passed its peak and is on a downward trend due to consecutive wrong policies in the US [4]. - The US's return to the Monroe Doctrine and global contraction will have a profound and disruptive impact on major asset classes such as the global economy, US Treasuries, US stocks, the US dollar, precious metals, and industrial metals [3]. 3. Summary by Related Catalogs Global Economic News - Bridgewater Associates founder Ray Dalio warns that the US is like a powder keg on the verge of civil war, having deeply entered the "pre - collapse stage" and at risk of entering the sixth stage marked by the collapse of the existing order [1]. - Emerging market stock and bond ETFs have seen a total of $6.83 billion in capital inflows, with Chinese - related ETFs being the most favored. $1.65 billion flowed into the Chinese market last week [1]. - Guoxing Aerospace has deployed the Tongyi Qianwen Qwen3 large - model to the "Star Computing" Plan 01 group space computing center, the world's first deployment of a general large - model to an orbiting satellite [1]. - Microsoft has released its second - generation self - developed AI chip Maia 200, marking significant progress in its self - developed chip field [1]. - NVIDIA CEO Jensen Huang announced the launch of the server CPU "Vera" to solve the CPU bottleneck in the AI supply chain [1]. - If the imbalance between supply and demand of memory chips persists until the first half of 2027, it may be an opportunity for Chinese manufacturers to narrow the technological gap [1]. - Samsung and SK Hynix doubled the price of low - power DRAM supplied to Apple in Q1, and prices may rise further in the second half of the year [1]. - Zijin Mining acquired Allied Gold for $28 billion, with Allied Gold having 533 tons of gold resources as of the end of 2024 [1]. Global Economic Logic - The US is facing a high risk of civil war, and the global political order has entered a chaotic period, bringing great uncertainty to the global economy [2]. - There are speculations about the possibility of a "Plaza Accord 2.0", and the uncertainty of the Fed is expected to peak from July to November 2026, which may lead to a "flight from US assets" [2]. - The Fed will cut interest rates by 25 basis points in December and purchase $40 billion in short - term bonds monthly, restarting the expansion of its balance sheet [2]. - The decline in gambling revenue in Las Vegas is similar to the early warning signal before the 2008 financial crisis [2]. - The US will adjust its economic relations with China and revive its economic autonomy [2]. - The K - shaped differentiation of consumers in the US is intensifying, with high - income consumers maintaining spending while middle - and low - income families are cutting back [2]. - TSMC's capital expenditure in 2026 is expected to be between $52 billion and $56 billion, a significant increase of 27% - 37% year - on - year, indicating the continued AI boom [2]. - SpaceX hopes to achieve full rocket reusability this year, which will reduce the cost of space access by 100 times [2].

Group 1 - On January 27, a total of 3,767 stocks in the A-share market received financing funds for purchase, with 604 stocks having purchase amounts exceeding 100 million yuan [1] - The top three stocks by financing purchase amount were Zhongji Xuchuang, Zijin Mining, and Xinyi Technology, with amounts of 3.253 billion yuan, 2.684 billion yuan, and 2.671 billion yuan respectively [1] - Four stocks had financing purchase amounts accounting for over 30% of the total transaction amount, with Zhongxin Co., Hunan Gold, and Shenzhen Airport leading at 44.19%, 43.8%, and 33.28% respectively [1] Group 2 - There were 41 stocks with net financing purchases exceeding 100 million yuan, with the top three being Tianfu Communication, Mingyang Smart Energy, and Zijin Mining, which had net purchases of 756 million yuan, 571 million yuan, and 340 million yuan respectively [1]

长江商报消息●长江商报记者 沈右荣 "矿茅"紫金矿业（601899.SH、02899.HK）又抛出重磅金矿收购计划。 拟购标的拥有金资源量533吨 紫金矿业再度大手笔海外买矿。 根据公告，1月26日，紫金黄金国际与联合黄金签署《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（按当日汇率 计算）。 公告显示，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。 1月26日晚，紫金矿业发布公告，公司控股的紫金黄金国际有限公司（简称"紫金黄金国际"，股票代码 为02259.HK）与Allied Gold Corporation（以下简称"联合黄金"）签署协议，紫金黄金国际拟出资55亿加 元（约合人民币280亿元）收购联合黄金全部已发行的普通股。 联合黄金是一家总部位于加拿大的黄金矿业公司，截至2024年底，其拥有金资源量533吨。 紫金矿业称，联合黄金旗下项目均为在产或即将投产的大型露天开采金矿，预计2029年产金将提升至25 吨。 本次收购主体紫金黄金国际，系紫 ...

Group 1 - The top ten stocks with net financing purchases on January 27 include Mingyang Smart Energy (571 million), Zijin Mining (340 million), SMIC (228 million), China Railway (219 million), Cambricon (209 million), Yuguang Gold Lead (182 million), Chipone (162 million), Chipright (158 million), Industrial Fulian (152 million), and Aotwei (134 million) [1]

紫金矿业（601899.SH）开年首单并购，选择了加拿大的金矿企业。 后者核心资产，为位于非洲马里、科特迪瓦与埃塞俄比亚的多个金矿，相关项目预计2025年产金11.7～ 12.4吨，后续经过改扩建及新建产能释放，到2029年产金将提升至25吨。 12个国家，12座大型金矿 1月26日，紫金矿业公告，计划通过其控股子公司紫金黄金国际，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）。 紫金矿业2024年调整后的五年产量规划为，2028年矿产金目标为100-110吨，而在2025年公司矿产金已 经达到90吨。 后续，一旦对联合黄金的收购完成并实现并表，紫金矿业将提前两年达成百吨产金目标。 此外，近两年随着金、铜价格的上涨，该公司外部并购也呈现出了明显的"项目大型化"特点，新购金矿 项目预期产量普遍在5吨/年以上，并且百亿级收购案明显增加。 根据21世纪经济报道记者此前不完全统计，截至2025年12月下旬，包括紫金矿业、洛阳钼业、江西铜业 等在内的多家企业，全年海外金矿资产收购总额达到297亿元。 而紫金矿业上述单笔并购金额，便已经与去年中资矿企海外"购金 ...

紫金矿业（601899.SH）开年首单并购，选择了加拿大的金矿企业。 1月26日，紫金矿业公告，计划通过其控股子公司紫金黄金国际，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）。 后者核心资产，为位于非洲马里、科特迪瓦与埃塞俄比亚的多个金矿，相关项目预计2025年产金11.7～12.4吨，后续经过改扩建及新建产能释 放，到2029年产金将提升至25吨。 紫金矿业2024年调整后的五年产量规划为，2028年矿产金目标为100-110吨，而在2025年公司矿产金已经达到90吨。 后续，一旦对联合黄金的收购完成并实现并表，紫金矿业将提前两年达成百吨产金目标。 此外，近两年随着金、铜价格的上涨，该公司外部并购也呈现出了明显的"项目大型化"特点，新购金矿项目预期产量普遍在5吨/年以上，并且 百亿级收购案明显增加。 根据21世纪经济报道记者此前不完全统计，截至2025年12月下旬，包括紫金矿业、洛阳钼业、江西铜业等在内的多家企业，全年海外金矿资产 收购总额达到297亿元。 而紫金矿业上述单笔并购金额，便已经与去年中资矿企海外"购金"规模基本相当。 高达280亿 ...

金融市场犹如变幻莫测的海洋，时刻涌动着投资与经济政策的波澜，深刻影响着全球经济的走向。在 此，喜娜AI为您呈上昨夜今晨的财经热点新闻，全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域，助您精准洞察金融世界的风云变幻，把握市场脉搏。 紫金矿业拟280亿收购海外金矿，半导体、算力等科技股强劲反弹 1月27日，A股市场探底回升，三大指数集体翻红。紫金矿业旗下控股上市公司紫金黄金国际拟280亿收 购加拿大联合黄金全部股权，若完成，其矿产金产量将大增。半导体、算力等科技股是当日亮点，存储 芯片、CPO等概念强势反弹，东芯股份等多股涨停或创新高。消息面上，阿里、天数智芯等厂商产品迭 代、涨价等事件催化板块上涨。详情>> 黄金白银刷新历史新高后巨震，投资策略需调整 近期，黄金和白银价格刷新历史高点后大幅回调。1月26日，现货白银一度涨超14%，后跳水；现货黄 金一度涨2.5%，后回落。大有期货称，贵金属市场受多因素驱动，但短期需警惕回调风险，长期与全 球宏观政策及去美元化趋势相关。有分析师认为黄金已从"避险资产"转型为"全球资产配置核心工具"， 中长期配置价值仍存。投资者需调整投资策略，警惕波动风险。详情 ...

国际金价迭创新高，一轮金矿并购热潮同步上演。1月26日晚间，紫金矿业宣布以55亿加元（约合人民 币280亿元）收购加拿大联合黄金，创下公司最大单笔并购纪录。 这是中国矿企全球"揽金"中的一例。洛阳钼业40天"闪电"交割南美金矿资产；江西铜业宣布以约8.42亿 英镑全面要约收购索尔黄金；灵宝黄金拟以3.7亿澳元将巴布亚新几内亚Simberi在产金矿纳入麾下；盛 屯矿业则以1.9亿美元收购刚果（金）Adumbi金矿……2025年下半年以来，中国矿企境外黄金矿山收购 总规模已接近600亿元人民币，交易标的遍布非洲、南美等地。 矿企加速全球"揽金" 在全球矿业并购市场，黄金已成为最炙手可热的标的。标普全球数据显示，自2023年起黄金资产并购金 额便超越普通金属，2024年黄金资产并购案件与金额占全球采矿业整体的70%左右。 中国企业已然成为其中最活跃的参与者之一。2026年1月26日晚，紫金矿业公告，旗下紫金黄金国际拟 以55亿加元（约合人民币280亿元）收购加拿大联合黄金全部股权，将马里Sadiola金矿、科特迪瓦金矿 综合体及埃塞俄比亚Kurmuk金矿收入囊中。这三座矿山合计拥有金资源量533吨，2024年产金1 ...