A股指数集体高开：沪指涨0.18%，贵金属、光伏等板块涨幅居前
Feng Huang Wang Cai Jing·2026-01-23 01:33

Market Overview - The three major indices opened higher, with the Shanghai Composite Index up 0.18%, the Shenzhen Component Index up 0.15%, and the ChiNext Index up 0.16%. Sectors such as precious metals, pharmaceutical commerce, and photovoltaic industries saw significant gains [1] - The Shanghai Composite Index closed at 4,130.11 points with a trading volume of 106.05 billion, while the Shenzhen Component Index closed at 14,349.01 points with a trading volume of 169.65 billion [2] External Market - U.S. stock markets continued their upward trend, with the Dow Jones up 0.63% to 49,384.01 points, the S&P 500 up 0.55% to 6,913.35 points, and the Nasdaq up 0.91% to 23,436.02 points. Most Chinese concept stocks also rose, with the Nasdaq Golden Dragon China Index increasing by 1.58% [3] Industry Insights - CITIC Securities reported that rising prices of silicon materials and silver are pressuring profits in the photovoltaic sector. The firm anticipates a long-term tight balance in silver supply and demand, suggesting that copper could become a viable alternative material for photovoltaic applications [4] - CICC highlighted that the internationalization of the Renminbi (RMB) has significant room for improvement, driven by China's economic growth and effective policies. The report identifies trade settlement and financial market development as key areas needing enhancement to boost the RMB's status as a reserve currency [5] - Huaxi Securities projected that gold prices could rise between 10% and 35% in 2026, influenced by factors such as Federal Reserve interest rate cuts and geopolitical uncertainties. Historical trends suggest that after a strong increase in 2025, the growth rate may moderate in 2026 [6][7] - Huatai Securities noted that the recent debt restructuring plan by Vanke, a leading real estate company, indicates a short-term alleviation of market credit pressure. This development, along with improving real estate policies, may provide opportunities for valuation recovery in real estate stocks [8]