今日A股市场重要快讯汇总｜2026年1月23日

Macroeconomic and Market Analysis - The first batch of 93.6 billion yuan in ultra-long-term special government bonds has been allocated to support equipment upgrades, along with an additional 62.5 billion yuan allocated before New Year's for consumer goods replacement programs, totaling over 150 billion yuan in "two new" funds for the year [1][4]. - The initial equipment upgrade funds will support approximately 4,500 projects across industries such as industrial, energy, education, and healthcare, driving total investments exceeding 460 billion yuan, while also continuing to support the scrapping and upgrading of old operational trucks, new energy city buses, and outdated agricultural machinery [1][4]. Peripheral Markets and Related Assets - The three major U.S. stock indices closed higher, with the Dow Jones up 0.63%, the Nasdaq up 0.91%, and the S&P 500 up 0.55% [2][5]. - Tesla shares rose over 4% as Elon Musk announced the testing of Tesla's unregulated Robotaxi in Austin; Meta increased by over 5%, Micron Technology by over 2%, and AMD by over 1% [2][5]. - The Nasdaq Golden Dragon China Index rose by 1.62%, with notable increases in stocks such as Kandi Technologies up 7.15%, Canadian Solar up 5.12%, Alibaba up 5.08%, and Bilibili up 4.55% [2][5]. - International precious metal prices surged, with spot gold surpassing $4,950 per ounce, increasing by 0.30%, and reaching a historical high above $4,940.78; New York futures gold exceeded $4,960 per ounce, rising by 0.95%; spot silver broke $96 per ounce, increasing by 3.17%, with New York futures silver also surpassing $96 per ounce, rising by 3.71% [2][5].