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跌超19%,拖累道指,黄金、原油齐涨
Zhong Guo Ji Jin Bao· 2026-01-28 00:31
美东时间1月27日(周二),美股三大指数涨跌不一。受科技股和芯片股提振,标普500指数和纳斯达克综合指数收涨;拖累道琼斯指数收跌,成份股联合 健康集团跌超19%。 道指收跌 截至收盘,标普500指数上涨0.41%,报6978.60点;纳斯达克综合指数上涨0.91%,报23817.10点;道琼斯指数下跌0.83%,报49003.41点。 隔夜美股市场,科技和芯片股走高,提振市场;联合健康集团大跌,拖累道指。国际金价继续攀升,原油价格同步上涨。此外,周三美股盘中,美联储将 宣布今年的首次政策决定,共同关注。 近日,美元指数持续下跌。美国总统特朗普释放美元贬值信号,表示并不担心美元下跌。 关税方面,美国贸易政策持续调整,对印度商品仍维持50%的关税税率,同时威胁将韩国部分商品的关税提高至25%,并要求韩国在数字事务上不要歧视 美国企业。贸易政策的不确定性可能加剧市场对贸易环境的担忧。 此外,周三美股盘中,美联储将宣布今年的首次政策决定。 费城半导体指数收于新高 费城半导体指数上涨2.40%。美光科技涨超5%,科天半导体、应用材料涨超4%,阿斯麦、台积电等均收涨。 据报道,美光科技宣布了一项价值240亿美元的投资计划 ...
纳指标普齐创新高,现货黄金盘中突破5190美元/盎司!白银单日暴涨7%,费城半导体指数大涨2.40%
Sou Hu Cai Jing· 2026-01-28 00:25
当地时间1月27日,美国金融市场再度上演分化行情。科技股的强劲表现推动纳斯达克综合指数上涨0.91%,收于23817.10点,标普500指数同步攀升0.41%至 6978.60点,连续第五个交易日收涨并创下历史新高。然而道琼斯工业平均指数在医疗保险股暴跌拖累下收跌0.83%,报49003.41点,显示出市场内部明显的 结构性波动。 | 美股指数 | | | | --- | --- | --- | | 道琼斯 | 纳斯达克 | 标普5( | | 49003.41 | 23817.10 | 6978. | | -408.99 -0.83% +215.74 +0.91% +28.37 + | | | | 中国金龙 | 纳指100期货 | 标普500 | | 7866.61 | 26140.50 | 7013.2 | | +37.65 +0.48% +67.50 +0.26% +4.75 + | | | | くつ | 万得美国科技七巨头指数(MAGS) | | | | --- | --- | --- | --- | | | 66893.16 737.38 1.11% | | | | 资料 成分 | 资讯 相关基金 | ...
跌超19%,拖累道指!黄金、原油齐涨!
Zhong Guo Ji Jin Bao· 2026-01-28 00:25
【导读】隔夜美股三大指数涨跌不一,美元指数连日下跌 费城半导体指数上涨2.40%。美光科技涨超5%,科天半导体、应用材料涨超4%,阿斯麦、台积电等均收涨。 据报道,美光科技宣布了一项价值240亿美元的投资计划,将在新加坡建设一个新的存储芯片制造厂,以在全球严重短缺的情况下提高产量。新投资将在 未来十年内建立一个先进的晶圆制造工厂,有助于满足市场对NAND存储芯片日益增长的需求,而人工智能和以数据为中心的应用的兴起将为这一需求推 波助澜。美光表示,随着高带宽内存(HBM)成为公司新加坡制造布局的一部分,预计将出现NAND闪存与动态随机存取存储器(DRAM)生产协同效 应的机会。 隔夜美股市场,科技和芯片股走高,提振市场;联合健康集团大跌,拖累道指。国际金价继续攀升,原油价格同步上涨。此外,周三美股盘中,美联储将 宣布今年的首次政策决定,共同关注。 道指收跌 美东时间1月27日(周二),美股三大指数涨跌不一。受科技股和芯片股提振,标普500指数和纳斯达克综合指数收涨;拖累道琼斯指数收跌,成份股联合 健康集团跌超19%。 截至收盘,标普500指数上涨0.41%,报6978.60点;纳斯达克综合指数上涨0.91%,报 ...
深圳南山成为中国首个万亿GDP地市辖区;124亿现金!安踏成彪马最大股东;追觅CEO辟谣断指计划;Anthropic最新一轮融资超百亿美元丨邦早报
创业邦· 2026-01-28 00:24
Group 1: Economic Developments - Shenzhen's Nanshan District has become the first district in China to surpass a GDP of 1 trillion yuan, achieving an average annual growth rate of over 5.8% from 2016 to 2025, with a total economic output of 652.7 billion yuan at the end of the 13th Five-Year Plan [1] - The global electric vehicle market is projected to exceed 12.1 million units sold by 2025, driven by the decreasing costs of batteries and improved charging infrastructure, with a significant contribution from the entry-level market [27] - China's sports industry is expected to surpass 5 trillion yuan in total scale by 2025, with the sports goods market reaching 2.49 trillion yuan, reflecting a surge in domestic sports consumption [27] Group 2: Corporate Actions and Strategies - Anta Sports has agreed to acquire approximately 29% of Puma's shares for 1.5 billion euros, becoming the largest shareholder of the German sports brand [3] - Ideal Auto plans to close a small number of inefficient retail stores this year, clarifying that this is a normal operational adjustment and not indicative of a significant change in business operations [11] - BYD has abandoned its plan to invest 290 million dollars in a lithium project in Chile due to slow government responses and declining lithium prices [11] Group 3: Market Trends and Performance - Tesla's vehicle registrations in Europe dropped by 20% year-on-year in December, with a total annual decline of 27%, while BYD's registrations surged over twofold in the same period [11][13] - Nike plans to lay off 775 employees to enhance profitability and accelerate automation, amid ongoing challenges with sales growth and profit margins [11] - OpenAI's advertising prices for ChatGPT are three times higher than those on Meta platforms, with projected advertising revenue exceeding 10 billion dollars by 2027 [11]
8点1氪丨大批中成药将退出市场;汽车行业利润率降至历史最低;妙可蓝多回应“罢免”创始人
3 6 Ke· 2026-01-28 00:18
今日热点导览 TOP 3 大新闻 大批中成药将退出市场 中成药淘汰赛序幕拉开,大批中成药将退出市场。距离2026年7月1日仅剩半年时间,国家药监局《中药 注册管理专门规定》第七十五条的落地进入最后窗口期。 这一被业内称为中成药"生死条款"的规定明确,自2023年7月1日施行满三年起,说明书【禁忌】【不良 反应】【注意事项】任意一项仍标注"尚不明确"的中成药,再注册申请将依法不予通过。这意味着,国 内现存约5.7万个中成药有效批准文号中,超70%存在安全信息标注问题的批文将面临淘汰,一场由监 管驱动的中药产业深度出清正式进入攻坚阶段。 此次监管新政的核心,是彻底终结中成药说明书长期以来的"尚不明确"时代,倒逼药品持有人补齐上市 后安全数据短板。(21世纪经济报道) 汽车行业利润率降至历史最低 乘联分会秘书长崔东树最新披露的数据显示,2025年1~12月汽车行业销售利润率降至4.1%,创下历史 新低。其中12月1.8%的利润率也创下近期低点,环比下降2.6个百分点,同比下降2.3个百分点。(第一 财经) 妙可蓝多回应"罢免"创始人 近日,妙可蓝多(600882.SH)公告称,公司创始人柴琇于1月23日被免去副董事 ...
谷歌云正式官宣涨价 万科获大股东23.6亿元借款纾困
Xin Lang Cai Jing· 2026-01-27 23:09
Company News - Shenwan Hongyuan (06806.HK) expects a net profit of approximately 9.1 to 10.1 billion yuan for 2025, representing a year-on-year increase of 74.64% to 93.83% [8] - China Overseas Property (02669.HK) anticipates a revenue increase of about 5% to 7% for the fiscal year 2025, while gross profit and net profit are expected to decline by approximately 3% to 4% and 9% to 10%, respectively, due to a slowdown in contract conversion speed in the real estate sector [8] - Minmetals Resources (01208.HK) expects its unaudited profits for the 2025 fiscal year to be negatively impacted by impairment expenses [8] - China Traditional Chinese Medicine (00570.HK) issued a profit warning, forecasting a net loss of approximately 350 to 500 million yuan for the 2025 fiscal year [8] - Emperor Watch and Jewellery (00887.HK) announced a profit increase, expecting a net profit of no less than 420 million HKD for the 2025 fiscal year, representing a year-on-year growth of over 60% [9] - Vanke Enterprises (02202.HK) plans to obtain a loan of up to 2.36 billion yuan from its major shareholder, Shenzhen Metro Group [10] Market Performance - The Nasdaq China Golden Dragon Index rose by 0.48%, with notable gains in popular Chinese concept stocks such as Kingsoft Cloud, which increased by 8.77%, and Bilibili, which rose by 3.43% [6] - The Hang Seng Index increased by 1.35%, closing at 27,126.95 points, while the Technology Index rose by 0.50% [6] - Market performance showed active interest in sectors such as insurance, semiconductors, and AI applications, while coal, internet healthcare, and pharmaceutical stocks faced downward pressure [7]
金十数据全球财经早餐 | 2026年1月28日
Jin Shi Shu Ju· 2026-01-27 23:02
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 特朗普:不担心美元贬值,可以让其像悠悠球一样涨跌 特朗普:美国已向伊朗方向派遣了一支庞大的海军舰队 英国首相斯塔默将访华 人社部:全年三项社会保险基金年底累计结余10.2万亿元 易方达黄金主题LOF、国投白银LOF 28日起停申 美联储传声筒:美联储预计将暂停降息 欧盟卫星通信计划已启动 日美据称拟布局合成钻石生产 我国2025年全国规模以上工业企业实现利润较上年增长0.6% 中微半导、国科微相继发布芯片涨价函 市场盘点 周二,因特朗普的美元"溜溜球"言论以及因交易商关注美日可能采取协调行动干预汇市的迹象,美元指数盘中一度崩跌至95.51的近四年新低,最终收跌 1.32%,报95.75;基准的10年期美债收益率收报4.250%,对美联储政策利率敏感的2年期美债收益率收报3.586%。 因持续的经济和地缘政治不确定性,投资者继续涌向贵金属。现货黄金开盘持续上涨,重回5080美元附近后陷入震荡,随后在美盘时段暴力拉升,并将历史 新高刷新至5190美元上方,最终收涨3 ...
道指重挫500点,美股半导体全线大涨,黄金白银拉升,中概股普涨,虎牙飙升20%,美元下跌
2 1 Shi Ji Jing Ji Bao Dao· 2026-01-27 15:43
编辑丨江佩佩 1月27日,美股开盘三大股指涨跌不一,截至23:30,道指跌1%下挫超500点,纳指涨0.81%,标普500指 数涨0.31%。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 道琼斯丁 平均 | 48909.26 | -503.14 | -1.02% | | 纳斯达克指数 | 23793.21 | 191.85 | 0.81% | | 标普500 | 6971.73 | 21.50 | 0.31% | | 纳斯达克100 | 25918.07 | 204.86 | 0.80% | | 万得美国科技七巨头指数 | 66910.39 | 754.61 | 1.14% | | 万得中概科技龙头指数 | 4444.13 | 46.22 | 1.05% | | 纳斯达克中国金龙指数 | 7882.03 | 53.07 | 0.68% | 美元指数日内继续下跌,逼近2022年2月以来低点。截至发稿,现跌0.70%,报96.37点,为2025年9月以 来最低。欧元兑美元涨0.45%,美元兑日元跌0.65%。英镑兑美元涨0.5%,逼近2025年7月高点。 ...
道指重挫500点,美股半导体全线大涨,黄金白银拉升,中概股普涨,虎牙飙升20%,美元下跌
21世纪经济报道· 2026-01-27 15:41
Market Overview - As of January 27, US stock indices showed mixed performance, with the Dow Jones down by 1.02% (503.14 points), while the Nasdaq rose by 0.81% and the S&P 500 increased by 0.31% [1][2]. Technology Sector - Among the major tech stocks, Apple saw an increase of over 2%, and Google's Class C shares rose by over 1%. Google announced a price adjustment for data transmission methods in North America, with prices set to double starting May 1, 2026 [3][4]. - The storage chip sector experienced significant gains, with Micron Technology and SanDisk both rising over 5%. Samsung and SK Hynix have reportedly negotiated substantial price increases for iPhone LPDDR supplies, with Samsung's prices up over 80% and SK Hynix's nearly 100% [4]. Healthcare Sector - Health insurance stocks faced declines, with UnitedHealth dropping nearly 17% and HCA Healthcare falling over 16%. This was attributed to a proposed slight increase in payment rates for health insurance companies [5]. Chinese Stocks - Chinese stocks listed in the US saw notable gains, with Huya rising over 20%, and other companies like Suoxuantang Pharmaceutical and Kingsoft Cloud increasing by over 15% and 11% respectively [5][6]. Precious Metals - After a volatile previous day, precious metals strengthened, with gold rising by 1.1% to $5065 per ounce and silver increasing by over 2% to $106.5 per ounce. In contrast, NYMEX palladium futures fell by over 12% [6]. Oil Prices - International oil prices saw an increase, with Brent crude oil rising nearly 1% to $65.35 per barrel and WTI crude oil up over 1% to $61.20 per barrel. The Federal Reserve is expected to maintain interest rates, with a potential 25 basis point cut anticipated in June [7].
深夜,全线大涨!芯片,重大利好!涨价!涨价!
券商中国· 2026-01-27 14:46
芯片"涨价潮"愈演愈烈。 北京时间1月27日晚间,美股开盘后,美股存储芯片概念股集体走强,美光科技、闪迪一度大涨超5%,西部数 据大涨超2%,希捷科技涨超近2%。 消息面上,美光科技周二宣布将在未来十年向新加坡追加投资240亿美元,用于建设新的NAND闪存晶圆厂, 以应对人工智能驱动的存储芯片供应紧张。 这座新设施将是新加坡首座双层晶圆厂,洁净室面积达70万平方英尺,预计于2028年下半年开始晶圆产出。 此举凸显全球存储芯片市场的供需失衡正在加剧。在此之前,美光科技在美国纽约州启动了1000亿美元的建厂 项目,以缓解其所称的"前所未有的供应紧缩"。 另据韩媒ZDNet最新报道,存储芯片巨头三星电子、SK海力士已完成和苹果的谈判,将大幅上调今年第一季 度供应的苹果iPhone低功耗DRAM(LPDDR)价格。 报道称,三星电子的报价较前一季度涨幅超过80%,SK海力士则给出的涨幅接近100%。 受涨价利好刺激,今晚美股开盘后,美股存储芯片概念股全线大涨,美光科技、闪迪大涨超5%。消息面上, 存储巨头三星电子、SK海力士已完成和苹果的谈判,将大幅上调今年第一季度供应的iPhone LPDDR价格,前 者报价环比涨 ...