1月21日主题复盘 | 黄金股大涨,CPU概念发酵,机器人板块持续活跃
Xuan Gu Bao·2026-01-21 08:25

Market Overview - The market experienced a high and then a pullback, with the three major indices showing slight increases. The precious metals sector saw a collective surge, with stocks like Sichuan Gold and Western Gold hitting the daily limit. Semiconductor stocks strengthened, with Longxin Zhongke and Dagang Co. also reaching the limit. The computing hardware sector rebounded, with companies like Dazhu CNC and Kechuan Technology hitting the limit. Lithium mining concepts also rebounded, with Shengxin Lithium Energy and Dazhong Mining hitting the limit. Consumer stocks, however, faced declines, with Huanle Home dropping over 10%. Overall, more than 3,000 stocks in the Shanghai and Shenzhen markets rose, with a total transaction volume of 2.62 trillion yuan [1]. Hot Topics Gold Sector - The gold sector continued to rise, with stocks like Zhaojin Gold achieving three consecutive limits, and Silver Nonferrous achieving two consecutive limits. Other stocks such as Sichuan Gold and China Ruilin also hit the daily limit [4][5]. Domestic Chips - The domestic chip concept saw significant gains, with stocks like Yingfang Micro and Tongfu Microelectronics achieving two consecutive limits. CPU concept stocks such as Longxin Zhongke and China Great Wall also hit the limit, while Haiguang Information surged by 13.34%. Intel and AMD plan to raise server CPU prices by 10%-15% to address supply-demand imbalances [6][8]. Robotics Sector - The robotics sector experienced a substantial increase, with Fenglong Co. achieving 16 consecutive limits. Other stocks like Fangzheng Electric and Yifan Transmission also hit the limit. The Ministry of Industry and Information Technology is promoting innovation and upgrades in humanoid robot technology [9][10]. Key Stock Performances - Sichuan Gold: Latest price 43.76, up 10.01%, market cap 12.623 billion [5] - Zhaojin Gold: Latest price 19.33, up 10.02%, market cap 17.950 billion [5] - Yingfang Micro: Latest price 9.35, up 10.00%, market cap 7.684 billion [7] - Longxin Zhongke: Latest price 177.72, up 20.00%, market cap not specified [7] - Fenglong Co.: Latest price 82.25, up 10.00%, market cap 16.553 billion [10] Future Outlook - Analysts predict that the gold price may rise between 10%-35% in 2026 due to factors such as expected interest rate cuts by the Federal Reserve, instability of the US dollar, and geopolitical uncertainties. Historical data suggests that gold prices could increase by 7%, 23%, and 34% under different scenarios [5][6].