Xuan Gu Bao·2026-01-26 08:32Market Overview - The Shanghai Composite Index experienced a sideways movement, while the Shenzhen Component Index and ChiNext Index fell nearly 1%. The trading volume reached 3.28 trillion yuan, with nearly 3,800 stocks declining across the Shanghai and Shenzhen markets [1] - Precious metals stocks surged, with companies like Zhongjin Gold and Western Gold hitting the daily limit. The pharmaceutical sector also saw strong performance, with stocks such as Capstone Bio and Maike Bio reaching the daily limit [1] Key Highlights Precious Metals - Gold and silver stocks saw significant gains, with multiple stocks like Silver Nonferrous and Sichuan Gold hitting the daily limit. On January 26, spot gold surged, breaking the $5,000 mark in the morning and later surpassing $5,100 per ounce, setting a new historical high [4] - Companies such as Zhongjin Gold and Western Gold reported increases of 10% and 9.99% respectively, with market capitalizations of 159.96 billion yuan and 334.91 billion yuan [6][10] Pharmaceuticals - The pharmaceutical sector experienced a notable rise, with stocks like Teva Pharmaceutical, Hualan Biological Engineering, and Luyin Pharmaceutical reaching the daily limit. The sector's performance was influenced by the recent outbreak of the Nipah virus in India, prompting increased vigilance in neighboring countries [8][9] - Teva Pharmaceutical's stock rose by 10.01%, while Hualan Biological Engineering surged by 20% [10] Cloud Computing - The cloud computing sector saw an uptick, with stocks like Hasen Co., Qunxing Toys, and Wangsu Technology hitting the daily limit. Amazon Web Services recently raised its EC2 machine learning capacity block prices by approximately 15%, indicating a significant shift in cloud computing pricing logic amid AI resource shortages [12][14] - Analysts predict that this price increase may trigger a chain reaction among cloud service providers, with domestic and international companies likely to follow suit [12][14] Other Sectors - The oil and gas sector saw a midday rally, with Zhongman Petroleum hitting the daily limit and China National Offshore Oil Corporation rising over 6% to reach a new high. However, the commercial aerospace concept experienced adjustments, with stocks like China Satellite and China Satcom hitting the daily limit [1] - The robotics and photovoltaic sectors showed mixed performance, while aerospace and semiconductor sectors faced the largest declines [14]