展望接下来的价格走势，多名接受《证券日报》记者采访的分析人士对黄金价格的长期走势表示乐观。 苏商银行特约研究员高政扬表示："在美联储降息周期，叠加全球地缘政治不确定性依然存在，央行持 续购金行为推动下，黄金上涨的核心逻辑并未改变，未来或仍有上行空间。" 黄廷也表示："黄金价格在2026年大概率维持高位震荡偏强格局，金银比有望向上修复。" "然而，短期波动风险不容忽视。技术及资金面或因获利了结需求或套息交易收紧导致流动性短缺等因 素而出现快速下挫。此外，美国经济数据潜在改善可能和地缘风险阶段性缓和也将导致价格回调。"黄 廷说。 2026年以来，国际黄金价格延续了2025年的强劲走势。北京时间1月21日，国际黄金价格再创历史新 高，美国纽约商品交易所黄金期货价格、伦敦现货黄金价格盘中双双突破每盎司4800美元关口。同日， 国内部分品牌金饰报价突破1500元。 在黄金价格一路上扬的背景下，多家已披露2025年度业绩预告的黄金产业链上市公司，去年业绩均有亮 眼表现。上海钢联（300226）电子商务股份有限公司稀贵金属资讯部贵金属分析师黄廷在接受《证券日 报》记者采访时表示："2025年全球黄金价格上涨，受到多重因素的 ...

Group 1 - Tungsten prices have reached historical highs, with 65% black tungsten concentrate priced at 528,000 yuan/ton, and 65% white tungsten concentrate at 527,000 yuan/ton, both up 14.8% since the beginning of the year [1] - The market for tungsten is characterized by tight supply and high prices, with downstream users adjusting product prices to transfer cost pressures, maintaining a strong upward trend in tungsten prices [1] - The increase in tungsten prices is attributed to insufficient supply, confirmed demand growth, and low social inventory levels, suggesting that the upward trend will continue [1] Group 2 - Tungsten is a strategic metal resource essential for the national economy and defense, known for its high melting point, density, and hardness, widely used in various industries [2] - The outlook for tungsten prices in 2026 indicates a likely continuation of high prices and strong fluctuations, with supply and demand remaining in tight balance [2] - Companies in the tungsten industry are expected to benefit from rising prices, as seen in Xianglu Tungsten's forecast of a net profit of 12.5 million to 18 million yuan for 2025, indicating a turnaround from previous losses [2] Group 3 - Xianglu Tungsten reports that the continuous rise in tungsten prices in 2025 has improved the supply-demand situation, enhancing its pricing power and leading to significant growth in gross margins and profits [3] - Xiamen Tungsten is expanding its applications in new fields, such as photovoltaic tungsten wire, and is experiencing a demand surge that has not yet been met by supply, contributing to the ongoing price increase [3] - The supply side of tungsten mining is constrained by quota systems, limiting rapid capacity growth, while the market outlook remains positive due to limited new mining projects [3] Group 4 - Zhongtung High-tech announced that its subsidiary has verified an additional tungsten resource of 91,700 tons, with an annual processing capacity of 2.354 million tons, and is working on a project to increase capacity to 3.5 million tons per year [4]

Market Overview - As of January 21, the Shanghai Composite Index closed at 4116.94 points, up by 3.29 points, with a growth rate of 0.08% [1] - The Shenzhen Component Index closed at 14255.13 points, increasing by 99.50 points, representing a growth rate of 0.70% [1] - The ChiNext Index closed at 3295.52 points, rising by 17.54 points, with a growth rate of 0.54% [1] High Turnover Stocks - A total of 80 A-shares had a turnover rate exceeding 20% on this day, with Aisheren reaching a turnover rate of over 50% [1] - The stock Aisheren had a closing price of 44.04 yuan, with a turnover rate of 78.23% and a significant increase of 175.59% [1] - Other notable stocks with high turnover rates include: - Nabai Chuan: Closing price 86.26 yuan, turnover rate 44.53%, increase of 9.87% [1] - Guangdian Electric: Closing price 6.09 yuan, turnover rate 44.40%, increase of 9.93% [1] - Jintaiyang: Closing price 39.13 yuan, turnover rate 44.16%, increase of 19.96% [1] Additional High Turnover Stocks - Other stocks with notable turnover rates include: - Blue Arrow Electronics: Closing price 36.75 yuan, turnover rate 43.18%, increase of 2.45% [1] - Sanbian Technology: Closing price 21.06 yuan, turnover rate 41.55%, decrease of 8.03% [1] - Hongbaoli: Closing price 9.59 yuan, turnover rate 39.79%, increase of 9.98% [1] - The stock with the highest turnover rate in the second list is Tai Li Technology, with a turnover rate of 28.52% and an increase of 6.32% [2] Summary of Notable Stocks - The stock with the highest turnover in the third list is Tian Di Online, with a turnover rate of 22.08% and an increase of 10.01% [3] - Other significant stocks include: - New Henghui: Closing price 85.76 yuan, turnover rate 22.04%, increase of 2.22% [3] - Jiangtian Chemical: Closing price 31.56 yuan, turnover rate 22.01%, increase of 4.12% [3]

证券之星消息，1月21日软件开发板块较上一交易日下跌0.12%，方直科技领跌。当日上证指数报收于 4116.94，上涨0.08%。深证成指报收于14255.12，上涨0.7%。软件开发板块个股涨跌见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入 (元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 300033 | 同花顺 | 3.52 Z | 8.68% | 4065.66万 | 1.00% | -3.93 Z | -9.68% | | 300226 | 上海钢联 | 2.73 Z | 11.75% | -1.04亿 | -4.48% | -1.69 Z | -7.27% | | 300830 | 金现代 | 1.79亿 | 12.15% | -1.29 Z | -8.79% | -4952.84万 | -3.36% | | 300766 每日互动 | | 1.52 Z | 5.77% | -6359.62万 | -2.41% | -8840.69万 | - ...

Core Viewpoint - As of January 21, the main market saw a net inflow of 7.765 billion yuan in major funds, indicating a mixed sentiment among investors across various sectors [1]. Fund Flow Summary - The top ten sectors with the largest fund outflows included: - Power Grid Equipment: net outflow of 3.185 billion yuan, with a decline of 0.86% [2] - Photovoltaic Equipment: net outflow of 1.469 billion yuan, with a slight increase of 0.02% [2] - Alcohol Industry: net outflow of 1.331 billion yuan, with a decrease of 1.33% [2] - Internet Services: net outflow of 1.187 billion yuan, with a rise of 0.17% [2] - Electric Power Industry: net outflow of 1.055 billion yuan, with a decline of 0.94% [2] - Commercial Retail: net outflow of 911 million yuan, with a decrease of 1.16% [2] - Communication Services: net outflow of 694 million yuan, with a decline of 0.16% [3] - Cultural Media: net outflow of 640 million yuan, with an increase of 0.22% [3] - Agriculture, Animal Husbandry, and Fishery: net outflow of 552 million yuan, with a decrease of 0.25% [3] - Banking: net outflow of 527 million yuan, with a decline of 0.53% [3]

Group 1 - The A-share market has seen a rebound in AI application concept stocks, with Shanghai Steel Union rising over 11% [1] - Other notable gainers include Jiuqi Software and Zhejiang Wenhu Internet, both hitting the 10% limit up, while Jinxi Modern and Zhongkong Technology increased by over 9% [1] - The overall trend indicates a positive momentum in the AI sector, as evidenced by the MACD golden cross signal formation [2] Group 2 - Shanghai Steel Union's market capitalization is approximately 9.791 billion, with a year-to-date increase of 22.29% [2] - Jiuqi Software has a market cap of around 8.217 billion and a year-to-date increase of 19.27% [2] - Zhejiang Wenhu Internet's market cap stands at about 16.3 billion, with a significant year-to-date increase of 40.28% [2]

Core Viewpoint - Shanghai Steel Union (SZ300226) reached its daily limit up on January 21, 2026, with a price of 32.96 yuan, an increase of 18.67%, and a total market capitalization of 10.39 billion yuan [1] Group 1: Company Performance - The company recently reduced the interest rate on several related loans from 3.5% to 3%, saving over 350,000 yuan in annual interest, optimizing its capital usage costs [2] - A subsidiary received a government subsidy of 26.12 million yuan, accounting for 16.19% of net profit, which has already been received in cash, enhancing the company's profitability [2] - Despite a 10.65% year-on-year decline in revenue reported in the Q3 2025 financial report, net profit increased by 31.78%, indicating positive financial performance [2] Group 2: Industry Position - Shanghai Steel Union is the first large commodity data service provider in China to be certified by the International Organization of Securities Commissions (IOSCO), with its price indices for iron ore, coking coal, and steel having passed certification [2] - The company's "Steel Price Index Compilation Guidelines" has been included in the "Shanghai Standards," reflecting high standards in data collection and pricing methods, and it has won the "Shanghai Quality Gold Award" for its innovative model, establishing its leading position in the industry [2] - The market for bulk commodity data services and steel e-commerce trading shows potential for development, making Shanghai Steel Union an attractive option for investors when related concepts gain attention [2]

转自：智通财经 【AI应用端震荡回升 浙文互联9天5板】智通财经1月21日电，AI应用端盘中震荡回升，浙文互联走出9 天5板，此前环球印务、天地在线、久其软件涨停，上海钢联涨超10%，金现代、人民网、零点有数跟 涨。消息面上，Evercore ISI高级分析师Mark Mahaney表示，如果顺利推进，OpenAI 2030年前有望实现 每年约250亿美元的广告收入。公司上周五宣布，计划未来几周在美国的免费用户和Go用户中测试广 告。 ...

Core Viewpoint - The AI application sector experienced a rebound during trading, with several companies seeing significant stock price increases, indicating a positive market sentiment towards AI-related investments [1] Group 1: Company Performance - Global Printing (环球印务) reached its daily limit up, reflecting strong investor interest [1] - Tian Di Online (天地在线) and Jiuqi Software (久其软件) also hit their daily limit up, showcasing a trend of rising stock prices in the sector [1] - Shanghai Steel Union (上海钢联) saw an increase of over 10%, further indicating a bullish trend in related industries [1] Group 2: Market Trends - Companies such as Jin Modern (金现代), People’s Daily Online (人民网), Zero Point Data (零点有数), and Zhejiang Wenhu Interconnection (浙文互联) followed suit with notable stock price increases, suggesting a broader market rally in AI applications [1]

Core Viewpoint - Alibaba has established a strong position in the AI application sector through various products, including health assistant "Antifufu," general-purpose assistant "Lingguang," and personal life assistant "Qianwen," suggesting continued investment opportunities in AI applications [1] Group 1: Qianwen App Integration - The Qianwen App has fully integrated into Alibaba's ecosystem, functioning as a super agent that allows users to order food, shop, and book flights through various Alibaba services [2] - It features "Alipay AI Payment" for seamless transactions and has incorporated 50 public service functions, enhancing its utility in daily life [2] - The app's capabilities include human-like understanding and multi-step task execution, positioning it as a significant traffic entry point in the AI era [2] Group 2: Antifufu Health Assistant - Antifufu, launched in June 2025, is an AI health manager that offers over a hundred functions, including health education, consultation, report interpretation, and health record management [3] - As of January 2026, the app has over 30 million monthly active users, with daily inquiries exceeding 10 million, 55% of which come from third-tier cities and below [3] Group 3: Lingguang General-Purpose AI Assistant - Lingguang, introduced in November 2025, is a multi-modal AI assistant that can generate small applications in 30 seconds using natural language [4] - It is the first AI assistant capable of generating multi-modal content, including 3D models, audio, icons, animations, and maps, enhancing communication efficiency [4] - The assistant has launched three main features: "Lingguang Dialogue," "Lingguang Flash Applications," and "Lingguang Open Eye," available on both Android and iOS [4] Group 4: Investment Recommendations - Beneficiary companies in the industry chain include Shiji Information, Jinqiao Information, Boyan Technology, and others [5] - Continued focus on investment opportunities in AI applications is recommended, with specific companies highlighted such as Kingsoft Office, Hehe Information, and others [5] - Additional beneficiary companies include Zhiyun, Minimax, and various software and technology firms, indicating a broad spectrum of investment potential in the AI sector [5]