新京报贝壳财经讯 2月1日，据Choice数据统计，包括紫金矿业、中金黄金、山东黄金、赤峰黄金、湖 南黄金和西部黄金在内的6家黄金上市公司披露2025年度业绩预告。其中，紫金矿业2025年净利润同比 预增59%-62%；中金黄金Q4净利预计环比增长14%-75%。 ...

北京时间1月31日，现货白银价格一度暴跌36%，创出史上最大日内跌幅；现货黄金价格一度下跌超过 12%，盘中跌破每盎司4700美元，遭遇40年来单日最大跌幅。截至收盘，现货黄金下跌9.25%，报4880 美元/盎司；现货白银下跌26.42%，报85.259美元/盎司。展望后市，业内人士认为，本轮大跌有多重因 素推动，短期金银将维持高位震荡，中长期走势仍需观察。 多重因素导致大跌 在此之前，贵金属的行情用疯狂来形容也不为过：在不到一个月的时间里，纽约黄金价格从4300美元/ 盎司快速上涨到5600美元/盎司，伦敦银现货价格涨幅高达62%，涨幅惊人。 继1月30日大幅震荡后，国际贵金属价格1月31日继续大幅杀跌，现货白银价格一度跌超36%，黄金最高 跌超12%。 深圳商报·读创客户端记者 陈燕青 消息面上，美国总统特朗普正式宣布，将提名前美联储理事凯文·沃什担任下届美联储主席。有分析认 为这一提名缓解了市场对美联储独立性的担忧，推动美元走高打压金银。 1月31日，衡量美元对六种主要货币的美元指数当天上涨0.73%，在汇市尾市收于96.989。 1月30日，芝加哥商品交易所宣布将COMEX100黄金期货初始保证金比 ...

5000、5100、5200、5300、5400、5500美元/盎司……2026年伊始，现货黄金上演历史性突破。2026年伊始，全球金融市场见证了一项历史性纪录的诞 生。 但连续多日狂飙之后，贵金属及有色金属市场在1月30日遭遇大规模获利了结，出现史诗级暴跌。 | 西部矿业 | | 35.60 | -9.99% +12.20% | | --- | --- | --- | --- | | 601168 融 | | | | | 黄金开采 | 黄金加工 | | | | 恒邦股份 | | 20.66 | -9.98% +20.12% | | 002237 融 | | | | | 黄金加工 | | | | | 湖南白银 | | 19.04 | -9.98% +15.82% | | 002716 融 | | | | | 鹏欣资源 | | 10.04 | -9.96% +5.13% | | 600490 融 | | | | 今日港股黄金股普遍承压。 截至发稿，赤峰黄金(06693.HK)跌10.09%、山东黄金(01787.HK)跌8.34%、紫金黄金国际(02259.HK)跌8.10%、招金矿业(01818.HK)跌6. ...

Core Viewpoint - The market for gold and silver has experienced significant declines, with spot gold dropping over 4% and spot silver falling more than 5%, indicating a bearish trend in precious metals [1][4]. Group 1: Market Performance - Spot gold is reported at $5,139.38 per ounce after a daily decline of over 4% [4]. - Spot silver is currently priced at $108.90 per ounce, reflecting a drop of more than 5% [4]. - The A-share market opened lower, with all three major indices declining by over 1%, led by the gold and base metals sectors [4]. Group 2: Stock Performance - Several gold and silver-related stocks have hit the daily limit down, including companies like 盛达资源 (Shengda Resources) and 中金黄金 (Zhongjin Gold), which both saw a 10% drop [4][5]. - Specific stock performances include: - 晓程科技 (Xiaocheng Technology) down 19.92% with a trading volume of 2.289 billion [5]. - 贵研铂业 (Guiyan Platinum) down 10.01% with a trading volume of 1.031 billion [5]. - 山东黄金 (Shandong Gold) down 10% with a trading volume of 3.775 billion [6]. Group 3: Risk Announcements - Multiple companies, including 白银有色 (Baiyin Yese) and 招金黄金 (Zhaojin Gold), issued risk warnings due to the volatility in precious metals prices [6][9]. - The domestic prices of gold jewelry have also seen a decline, with major brands like 周生生 (Chow Sang Sang) and 周大福 (Chow Tai Fook) adjusting their prices [6].

生产生活 绿意浸润（深阅读） 绿色发展是中国式现代化的鲜明底色。习近平总书记主持召开进一步推动长江经济带高质量发展座谈会 时强调，"坚持生态优先、绿色发展"。"十五五"规划建议提出的目标之一，是"绿色生产生活方式基本 形成"。 湖北武汉碳普惠公司工作人员为市民介绍"武 碳江湖"小程序。湖北碳交中心供图 今天的湖北，绿色低碳转型发展正持续加快：200多万武汉市民已拥有个人碳账户，全省每年资源化处 置建筑垃圾约2100万吨，全省发电量半数来自可再生能源。荆楚大地上，生产生活方式是怎样"变 绿"的？绿色发展动能是怎样增强的？记者对此进行了探访。 ——编 者 原标题：湖北加快推动"双碳"目标实现 碳账户激励绿色生活 在湖北武汉市，骑共享自行车可以攒钱。 2023年6月，武汉市发布面向个人的低碳生活平台——"武碳江湖"小程序。注册用户骑共享自行车、坐 地铁、乘新能源网约车等多项行为，都可以积累碳减排量，用于兑换景区门票、生活用品、民宿打折券 等。 "每骑共享自行车1公里，就有90多克的碳减排量；每积攒1000克的碳减排量，可以折合1元钱。"武汉市 民白瑾萱说，作为"武碳江湖"小程序的第一批用户，自己已兑换多款商品。 上 ...

Group 1 - The first "bomb" in the commodity market saw a dramatic drop in precious and non-ferrous metal prices, with silver experiencing a price swing of 12% in a single day, indicating a rapid exit of profit-seeking funds [3][4] - Multiple gold-related companies in the A-share market issued warnings about stock price volatility in relation to gold prices, suggesting regulatory guidance aimed at cooling overheated speculation in non-ferrous metals [3][4] - The second "bomb" came from the U.S. stock market, where Microsoft reported strong earnings but faced a sell-off due to concerns over slowing revenue growth in its Azure cloud service and high capital expenditures for AI infrastructure, leading to a 12% drop in its stock price [4][5] Group 2 - Meta's earnings report exceeded expectations, driven by strong advertising performance, resulting in a 9% increase in its stock price, highlighting a shift in market sentiment towards companies that can demonstrate AI's direct impact on profitability [5] - In the domestic market, the dye industry is experiencing a price increase, with disperse dye prices rising to 19 yuan per kilogram and reactive dye prices to 23 yuan per kilogram, indicating a potential turning point for the industry's fundamentals [7] - The commercial aerospace sector is set for significant growth, with projections estimating the market size to reach 2.5 to 2.8 trillion yuan by 2025 and potentially 8 to 10 trillion yuan by 2030, driven by advancements in technology and government support [8] Group 3 - In the AI application sector, there are numerous developments, including the release of new AI models and significant funding negotiations for OpenAI, indicating a strong long-term investment outlook for AI [9] - Trading data from January 29 shows a divergence between retail and institutional investors, with retail investors heavily buying into AI application stocks while institutions were reducing their positions in precious and non-ferrous metals [10] - Institutions are reallocating funds from overbought metal sectors to the chemical sector, particularly dye companies, suggesting a strategic shift in investment focus [10][12]

昨天收盘后，很多人的情绪不是失望，而是愤怒。 这种愤怒来自于一种强烈的被割裂感。 从指数上看，好像没那么糟糕，创业板甚至翻红了1.27%。 但当你打开自己的股票账户，那一片环保色，和动不动七八个点的跌幅，瞬间就把那点指数的"体面"击得粉碎。 2026年1月30日，A股又给广大股民上了一堂生动的"风险教育课"，这堂课的名字叫"指数骗局"。 整个市场，超过4200只股票是下跌的。 跌停的股票，数一数，有60家。 这意味着什么？ 意味着只要你手里拿的不是那寥寥几百只上涨的股票，你的资产大概率就在缩水。 市场的亏钱效应，像寒冬里的冷风，无孔不入。 上证指数最后跌了0.96%，收在4123点，深成指跌了0.66%。 唯独创业板，在宁德时代等少数权重股的拉扯下，顽强地红盘报收。 但这种红盘，对大多数持有中小盘股的散户来说，不仅没有温暖，反而更像是一种讽刺。 更让人心惊的数据是成交量。 沪深两市全天的成交额，从上一个交易日的3.2万多亿，骤降到2.83万亿。 一下子缩量了接近4000亿。 这缩掉的4000亿，不是凭空消失的钱，而是市场上最活跃、最敏锐的那部分资金，选择了按下暂停键，把手从键盘上拿开了。 他们不买了，甚至也不 ...

1月30日，现货黄金5000美元/盎司这一关键的整数与心理关口，在盘中被击穿。 当黄金市场从历史高点急速骤降，拖累A股黄金板块全线回调之时，市场的另一端却呈现出另一番景 象：石油、煤炭等传统能源板块强势上扬。 从极速拉升到高位跳水 本周，国际黄金市场的波动幅度击穿了所有常规预判。行情始于1月25日，伦敦现货黄金从4800美元/盎 司附近启动加速拉升，在短短3天内连续冲破5000美元/盎司等多个整数关口。1月29日盘中，金价最高 触及5596美元/盎司的历史极值，将年初以来的累计涨幅一度扩大至接近20%。 不过，这一轮上涨势头在巅峰时刻戛然而止。1月29日当天，金价在创下历史新高后急转直下，出现惊 人抛售。现货黄金价格从5530美元/盎司附近跌至5105.83美元/盎司，日内最大跌幅达5.7%，一度跌超 400美元。1月30日，金价呈现单边急速下行，盘中一度跌破5000美元/盎司关口，跌幅超过8%。 同日，A股市场黄金概念板块全线重挫，掀起跌停潮。云南铜业、白银有色、江西铜业、中金黄金、山 东黄金等个股跌停。全市场跌停的8只ETF均为黄金股、有色相关ETF，其中6只为黄金股相关ETF。 业内热议后市布局思路 对 ...

Core Viewpoint - The precious metals market experienced a significant downturn on January 30, with silver and other metals facing historic declines after a period of rapid price increases [1][5]. Price Movements - International spot silver prices plummeted by over 18%, dropping below $100 per ounce and reaching a low of nearly $95 per ounce, after having peaked above $120 per ounce in the previous trading session [2][6]. - Other precious metals also saw sharp declines, with London gold prices falling over 8%, dipping below $5,000 per ounce from a high of nearly $5,600 per ounce [8]. - Platinum and palladium futures on NYMEX dropped by over 18% and nearly 15%, respectively, while domestic futures for platinum and palladium also fell by more than 11% [10]. Market Context - The recent sharp adjustments in precious metal prices followed a period of aggressive price increases, with silver and gold prices rising nearly 70% and about 30%, respectively, since the end of 2025 [11]. - The market's reaction was influenced by expectations of a hawkish stance from potential candidates for the Federal Reserve chair, particularly following the nomination of Kevin Walsh by President Trump [11]. Investment Risk Warnings - Several banks, including Industrial and Commercial Bank of China and Bank of China, issued warnings regarding the risks associated with precious metal investments, urging clients to manage risks and avoid speculative trading [3][17]. - The volatility in precious metals has also impacted the stock market, with a significant drop in precious metal-related stocks on the A-share market, where 13 out of 17 stocks in the Wind precious metals index hit the daily limit down [15].

Market Overview - On January 30, the A-share market experienced significant volatility, with the Shanghai Composite Index dropping over 2% at one point, falling below the 4100-point mark, and ultimately closing down 0.96% at 4117.95 points [2][3] - The ChiNext Index showed a notable V-shaped recovery, initially declining 1.5% but closing up 1.27% [2][3] - The total trading volume for the day reached 2.86 trillion yuan, a decrease of nearly 400 billion yuan from the previous day, marking the 20th consecutive trading day above 2.5 trillion yuan [4] Sector Performance - Most of the 31 first-level industry sectors saw declines, with telecommunications, electronics, and agriculture sectors leading gains at 3.44%, 0.68%, and 0.65% respectively [4] - Conversely, the non-ferrous metals, steel, and food and beverage sectors faced significant losses, dropping 7.8%, 2.83%, and 2.78% respectively [4] - The net inflow of capital was highest in telecommunications equipment, batteries, and agriculture, with net inflows of 6.534 billion yuan, 1.088 billion yuan, and 0.886 billion yuan respectively [4] Gold and Silver Market - Gold and silver stocks experienced a sharp decline, with several companies, including Chifeng Jilong Gold and Zhongjin Lingnan Nonfemet Company, hitting their daily limit down [6][7] - On January 30, international gold prices fell over 5%, dropping below 5100 USD per ounce, while silver prices plummeted over 10%, nearing 103 USD per ounce [6] Market Sentiment and Future Outlook - Analysts suggest that the recent volatility in the A-share market is linked to multiple uncertainties in the external environment, including geopolitical tensions and the strengthening of the US dollar [2][8] - The market is expected to stabilize and become more rational after experiencing significant fluctuations and sector rotations [2][9] - There are still medium-term investment opportunities in the A-share market, driven by trends such as the migration of household deposits and performance realizations across multiple industries [9] - Caution is advised regarding potential risks of short-term pullbacks, especially as the market approaches the Chinese New Year, which may lead to seasonal tightening of liquidity [10]