【导读】1月23日上午A股三大指数涨跌不一，商业航天、光伏集体大涨 大家好，又到周五了！一起关注上午的市场行情及资讯。 截至1月23日上午收盘，上证指数上涨0.27%，深证成指上涨0.24%，创业板指下跌0.17%。 沪深京三市半日成交额为19136亿元，较昨日放量1239亿元。全市场超3500只个股上涨。 板块题材上，光伏设备、贵金属、商业航天、医药商业、A应用等涨幅居前；保险、煤炭开采加工、半导体等跌幅居前。 商业航天集体大涨，中国飞船首批游客曝光 商业航天集体大涨，瑞华泰、飞沃科技（301232）、睿创微纳、德恩精工（300780）等20cm涨停。 消息面上，中国信息通信研究院拟于1月26日召开2026年"星算·智联"太空算力研讨会。会议将举行"算力星网"联合推进倡议暨《太空算力发展前瞻研究报 告（2026年）》启动仪式。 此外，1月22日，北京穿越者载人航天科技（000901）有限公司宣布，国内首艘商业载人飞船"穿越者壹号"计划于2028年首飞。太空船票预售单价300万 元，预付10%可锁定名额，目前已签约20余位跨领域付费游客，包括85岁中国工程院院士李立浧、啟赋资本董事长兼创始人傅哲宽、智元机器人 ...

【 导读 】 1月23日上午A股三大指数涨跌不一，商业航天、光伏集体大涨 中国基金报记者 忆山 大家好，又到 周五了！一起关注上午的市场行情及资讯。 截至 1月23日上午收盘，上证指数上涨0.27%，深证成指上涨0.24%，创业板指下跌0.17%。 | 内地股票 △ ⊙ | | | | --- | --- | --- | | 行情 | 负五间流人 | 冻跌分巾 | | 上证指数 | 深证成指 | 科创综指 | | 4133.58 | 14360.98 | 1879.53 | | +11.00 +0.27% | +33.94 +0.24% | +14.18 +0.76% | | 万得全A | 创业板指 | 北证50 | | 6870.71 | 3322.96 | 1581.62 | | +43.66 +0.64% | -5.69 -0.17% | +51.38 +3.36% | 沪深京三市半日成交额 为 19136亿元，较 昨 日放量1239亿元。全市场超3500只个股上涨。 板块题材上，光伏设备、贵金属、商业航天、医药商业、A应用 等 涨幅居前；保险、煤炭开采加工、半导体 等 跌幅居前。 | | | Wind ...

格隆汇1月23日｜港股上午盘三大指数再度呈现高开回落行情，恒生科技指数一度飘绿，午间小幅上涨 0.12%，恒生指数、国企指数分别上涨0.32%及0.33%，二者盘初涨1%。权重科技股多数上涨，据报旗 下平头哥拟进行IPO，阿里巴巴涨近3%，小米终见反弹逾2%，百度飘绿；金价直逼5000美元！黄金股 再度引领有色金属股上涨，中国黄金国际、紫金黄金国际、赤峰黄金再创历史新高。另外，欧美针对格 陵兰的紧张关系降温，石油股走低，航空股集体弱势。(格隆汇) ...

恒指涨0.32%，恒生科技指数涨0.12%。权重科技股多数上涨，阿里巴巴涨近3%，小米反弹逾2%，百度 飘绿；黄金股再度引领有色金属股上涨，中国黄金国际、紫金黄金国际、赤峰黄金再创历史新高。石油 股走低，航空股集体弱势。 ...

港股上午盘三大指数再度呈现高开回落行情，恒生科技指数一度飘绿，午间小幅上涨0.12%，恒生指 数、国企指数分别上涨0.32%及0.33%，二者盘初涨1%。权重科技股多数上涨，据报旗下平头哥拟进行 IPO，阿里巴巴涨近3%，小米终见反弹逾2%，百度飘绿；金价直逼5000美元！黄金股再度引领有色金 属股上涨，中国黄金国际、紫金黄金国际、赤峰黄金再创历史新高。另外，欧美针对格陵兰的紧张关系 降温，石油股走低，航空股集体弱势。 ...

新华财经北京1月23日电（记者刘玉龙） 随着1月底截止日期临近，A股上市公司年度业绩预告进入密集 披露期。新华财经数据显示，截至1月22日晚间，已有659家A股上市公司发布业绩预告，29家公司发布 业绩快报。其中净利润同比预增的共计260家，减亏的超100家。目前已披露业绩预告显示净利润高增方 向比较集中。其中，半导体、化学制品、汽车零部件、专用设备4个行业均有超10家公司业绩预增。 半导体、AI、有色等板块业绩高增长 梳理预增企业公告，精准把握半导体行业景气周期与国产替代机遇、得益于人工智能行业加速发展、资 源品价格上涨等是多家上市公司业绩实现预增的关键因素。 招商证券发布的策略报告称，往后看，A股在创出前期新高后有望转为震荡走势。以AI算力和半导体设 备为代表的科技、工业金属为代表的资源品仍然是1月的主战场，除此之外，服务业消费和非银金融仍 然是1月值得关注的重点方向。 李求索分析，伴随年报预告逐步披露，业绩表现或将成为市场表现的主要驱动。当前国内增长引擎切 换，科技成长领域受益于政策支持以及技术突破，景气度上行，业绩表现亮眼，吸引较多增量资金流 入。相比之下，消费板块受国内有效需求偏弱影响，整体延续分化 ...

Group 1 - Sanhua Intelligent Control (02050) saw a decline of over 3.4% after announcing a share reduction plan involving the actual controller and several directors, with a total of up to approximately 10.2 million A-shares to be sold between February 24, 2026, and May 23, 2026 [1] - Tuo Yun Biotechnology (01332) experienced a significant drop of over 60%, nearly erasing gains since October 2022, following stock movements involving major shareholders [1] - Zhongwei New Materials (02579) increased by over 5% as the company announced securing 5-6 billion wet tons of nickel ore resources and establishing four nickel raw material industrial bases in Indonesia [1] Group 2 - InnoCare Pharma (03696) rose over 6%, reaching a new high of 62.9 HKD, after receiving FDA approval for its oral NLRP3 inhibitor ISM8969 for Parkinson's disease treatment [2] - Solar stocks surged, with Kaisa New Energy (01108) up 17.85% and other companies like Fuyao Glass (06865) and Xinyi Solar (00968) also showing significant gains, driven by a report indicating a new phase in commercial space deployment [2] - Jiangnan Buyi (03306) fell nearly 7% after announcing a placement of 14.535 million shares at a discount to the market price [2] Group 3 - Lithium stocks rose, with Ganfeng Lithium (01772) up 5.22% and Tianqi Lithium (09696) up 2.88%, following a report of a significant increase in lithium carbonate contract prices [3] - Rongchang Bio (09995) increased nearly 2% after UBS expressed a positive outlook on its collaboration with AbbVie, which includes substantial milestone payments [4] - DCH Holdings (00179) fell nearly 7% as it reported a slight decline in revenue for the nine months ending December 31, 2025 [4] Group 4 - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) up 6.99% and others also showing gains, as spot gold prices reached a new high of over $4,960 per ounce [4] - Bitgo Holdings (BTGO.US) debuted on the US stock market, rising 2.72% as a leading cryptocurrency custody provider [5] - Rare earth stocks surged, with USA Rare Earth (USAR.US) up 17.49% after announcing partnerships to advance its Round Top project [5] Group 5 - The Nasdaq Golden Dragon China Index opened up 1.6%, with major Chinese stocks like Li Auto (LI.US) and Alibaba (BABA.US) showing gains, supported by comments from the People's Bank of China regarding potential monetary easing [6] - Abbott (ABT.US) fell 10.04% after reporting lower-than-expected sales for Q4 2025, despite a year-over-year increase in adjusted EPS [7] - Alibaba (BABA.US) rose 5.05% as it plans to list its semiconductor division, benefiting from investor interest in competing with Nvidia [7]

Group 1 - Gold stocks experienced a rebound, with notable increases: Chifeng Gold rose by 7.1% to HKD 39.54, China Gold International increased by 5.08% to HKD 215, Zijin Mining International climbed by 4.74% to HKD 198.8, Shandong Gold went up by 3.69% to HKD 47.12, and WanGuo Gold Group rose by 2.78% to HKD 13.67 [2] - On January 23, spot gold surpassed USD 4,960 per ounce, setting a new historical high [2] - Goldman Sachs raised its gold price target for December 2026 from USD 4,900 per ounce to USD 5,400 per ounce, citing increased diversification in gold holdings as a hedge against global macro and policy uncertainties [2]

港股贵金属板块亦大涨，个股近全线飘红。截至发稿，赤峰黄金涨超9%，老铺黄金涨近8%，大唐黄金、中国黄金国际涨超5%。 | 名称 | 珊介 | 涨跌幅 ▼ | | --- | --- | --- | | 赤峰黄金 | 40.420 | 9.48% | | 老铺黄金 | 796.500 | 7.93% | | 坛金矿业 | 0.540 | 5.88% | | AURA MINERALS | 69.310c | 5.76% | | 大唐黄金 | 0.780 | 5.41% | | 中国黄金国际 | 215.200 | 5.18% | | 紫金黄金国际 | 197.500 | 4.06% | | 国际资源 | 11.620 | 3.57% | | 漳关黄金 | 3.530 | 2.92% | | 山东黄金 | 46.740 | 2.77% | | 灵宝黄金 | 24.500 | 2.51% | | 龙资源 | 8.740 | 2.22% | | 万国黄金集团 | 13.590 | 2.18% | | 招金矿业 | 39.360 | 2.23% | | 紫雯妃,亦 | 40.760 | 1.95% | 现货白银延续涨势 ...

Core Viewpoint - The precious metals sector experienced a significant collective increase, with major stocks showing substantial gains, indicating a bullish trend in the market [1][7]. Group 1: Market Performance - The precious metals sector index rose over 5% as of the report, with notable increases in individual stocks such as Sichuan Gold and Hunan Silver, which both surged over 9% [1][7]. - In the Hong Kong market, the precious metals sector also saw a strong performance, with stocks like Chifeng Jilong Gold and Laopu Gold rising over 9% and nearly 8% respectively [2][8]. Group 2: Individual Stock Highlights - Hunan Silver increased by 9.20%, with a total market value of 462.47 million and a current price of 16.37 [2][8]. - Sichuan Gold rose by 9.07%, with a total market value of 209.2 billion and a current price of 49.84 [2][8]. - Chifeng Jilong Gold saw a rise of 6.86%, with a total market value of 758.1 million and a current price of 66.66 [2][8]. - Other notable stocks include West Gold and Xiaocheng Technology, which both increased by over 5% [1][7]. Group 3: Commodity Prices - Spot silver prices continued to rise, briefly surpassing $99 per ounce, marking a new historical high [3][9]. - Spot gold prices also reached a new historical high, exceeding $4960 per ounce during trading [5][11].