本周油气开采板块表现活跃，其中通源石油周涨63.04%，科力股份周涨44.57%。消息方面，美国加大 对俄罗斯和伊朗石油业的制裁，短期内使得俄油和伊朗油外流受到较大阻力，虽然特朗普此前签署行政 命令，加大油气资源开发、撤销海上能源勘探禁令，但与环保局就能源勘探禁令撤销问题的博弈和油企 加大资本开支进行油气开发均需要较长时间，短期内供应端的扰动对油价仍有一定支撑。 本周主力资金净流入方面，天孚通信、中际旭创、新易盛主力资金净流入超30亿元。主力资金净流出方 面，本周航天电子、工业富联、特变电工、中国卫星、铜陵有色净流出超40亿元。 （智通财经） 智通财经2月1日讯，本周A股三大指数震荡回调，其中上证指数周跌0.44%，深成指周跌1.62%，创业板 指周跌0.09%。本周贵金属、油气开采板块涨幅居前，黄金、小金属概念股表现活跃。 本周贵金属概念涨幅居前，湖南黄金周涨61.08%，晓程科技周涨53.13%。消息方面，1月26日首次突破 5000美元，1月29日盘中突破5500美元，最高触及5596美元/盎司，不过随着特朗普提名凯文·沃什为下 届美联储主席，市场重新评估其为鹰派人物，预期"降息缩表"政策，美元大幅反弹 ...

Group 1 - The core focus of the market is on leading stocks such as Baiyin Nonferrous, Zhaojin Gold, and Yuguang Gold Lead, which experienced significant price drops [1] - Baiyin Nonferrous saw a limit down on its eighth trading day, while Zhaojin Gold and Yuguang Gold Lead also faced limit downs on their respective trading days [1] - China Gold opened lower by 1.85%, indicating a negative trend in the precious metals sector [1] Group 2 - The oil and gas sector showed some resilience, with Zhongjie Oil and China Oil rising by 2.64% and 1.96% respectively [1] - AI application stocks like Tiandi Online and Zhejiang Wenlian experienced positive movements, with increases of 5.20% and a slight decrease of 1.81% respectively [1] - Chemical stocks such as Baichuan Co. and Runtong Co. had mixed performances, with Baichuan Co. rising by 6.19% and Runtong Co. declining by 2.62% [1]

南方财经1月29日电，三大指数盘中集体翻绿，沪指窄幅震荡，创业板指冲高回落，科创50指数跌超 1%。截至收盘，沪指跌0.1%，深成指涨0.01%，创业板指跌0.05%。沪深两市半日成交额2.02万亿，较 上个交易日放量1039亿。盘面上热点快速轮动，全市场超2800只个股下跌。从板块来看，贵金属概念反 复活跃，西部黄金7天4板，中国黄金5连板，湖南黄金4连板。油气股延续强势，通源石油涨超10%。AI 应用概念表现活跃，浙文互联8天4板，因赛集团、粤传媒涨停。银行板块持续走高，青岛银行涨停。房 地产板块震荡反弹，大悦城、三湘印象、我爱我家涨停。下跌方面，半导体产业链走势较弱，北京君 正、神工股份跌超6%。 相关快讯 A股午评：科创50指数跌超1% AI应用端、资源股持续活跃 21世纪经济报道 21快讯 2026-01-29 11:33 南方财经1月29日电，三大指数盘中集体翻绿，沪指窄幅震荡，创业板指冲高回落，科创50指数跌超 1%。截至收盘，沪指跌0.1%，深成指涨0.01%，创业板指跌0.05%。沪深两市半日成交额2.02万亿，较 上个交易日放量1039亿。盘面上热点快速轮动，全市场超2800只个股下跌。从 ...

Market Overview - The three major indices collectively turned negative during intraday trading, with the Shanghai Composite Index experiencing narrow fluctuations and the CSI A500 Index slightly declining [1] - The precious metals sector showed repeated activity, while oil and gas stocks continued to perform strongly. AI application concepts were active, and the real estate sector rebounded, albeit with fluctuations. In contrast, the semiconductor industry chain showed weak performance [1] ETF Performance - As of the morning close, the ETFs tracking the CSI A500 Index experienced slight declines. Notably, nine CSI A500-related ETFs had transaction amounts exceeding 100 million yuan, with two surpassing 6.8 billion yuan. The A500 ETF Huatai-PB and A500 ETF Fund had transaction amounts of 8.07 billion yuan and 6.806 billion yuan, respectively [1][2] - Specific ETF performance included: - A500 ETF Huatai-PB: Current price 1.330, down 0.08%, transaction amount 8.07 billion yuan - A500 ETF Fund: Current price 1.251, down 0.16%, transaction amount 6.806 billion yuan - CSI A500 ETF: Current price 1.259, down 0.24%, transaction amount 5.819 billion yuan [2] Market Sentiment and Outlook - A brokerage firm indicated that as the end of January approaches, the market's driving force is shifting towards verifying earnings growth and profit improvement due to the concentrated disclosure period of annual reports by listed companies. It is anticipated that the Shanghai Composite Index is likely to maintain a slight upward trend, and investors are advised to closely monitor macroeconomic data, changes in overseas liquidity, and policy developments [1]

作者：孟妹 AI应用端局部异动。天地在线开盘迅速涨停，走出9天5板，因赛集团、光云科技"20cm"涨停，引力传 媒、科大讯飞等多股涨停，流金科技、ST易联众（维权）、蓝色光标等跟涨。 | | AIMHO | | | | --- | --- | --- | --- | | | 1079.02 2.36% | | | | 成分股 星金 | 资金 | 新闻 简况(F10) | 盘口 | | 名称/代码 | | 最新 → 涨幅 = 5日涨幅 = > | | | 流金科技 | | 13.29 +22.49% 0.00% | | | 京A 920021 融 | | | | | 因携集团 | | 54.18 +20.00% +30.18% | | | 创 300781 融 | | | | | 首板 最终涨停 09:41 Al 办公 | | | | | 光云科技 | | 30.42 +20.00% +21.39% | | | 科创 688365 | | | | | 首板 Al电商 最终涨停09:55 | | | | | 卓易信息 | | 163.52 +15.81% +19.73% | | | 科创 688258 融 | | ...

截至2026年1月29日 09:41，中证沪深港黄金产业股票指数(931238)强势上涨5.08%，成分股晓程科技上 涨13.98%，中国黄金上涨10.02%，西部黄金上涨10.01%，湖南黄金，白银有色等个股跟涨。黄金股票 ETF基金(159322)上涨3.88%，最新价报2.6元。 贵金属概念持续爆发，消息面上，现货黄金大涨超4%，站上5400美元。 银河证券指出，特朗普政府对伊朗施压、格陵兰岛争端引发美欧关系反复，叠加美联储新主席人选释放 宽松信号，共同削弱美元资产吸引力；在此背景下，全球央行购金力度或超预期，黄金作为终极避险资 产的配置价值显著提升。 黄金股票ETF基金紧密跟踪中证沪深港黄金产业股票指数，中证沪深港黄金产业股票指数从内地与香港 市场中，选取50只市值较大且业务涉及黄金采掘、冶炼、销售的上市公司证券作为指数样本，以反映内 地与香港市场中黄金产业上市公司证券的整体表现。 数据显示，截至2025年12月31日，中证沪深港黄金产业股票指数(931238)前十大权重股分别为紫金矿 业、山东黄金、中金黄金、赤峰黄金、招金矿业、山金国际、山东黄金、紫金矿业、紫金黄金国际、湖 南黄金，前十大权重股合计 ...

每经AI快讯，1月29日，贵金属概念持续爆发，招金黄金9天6板，中国黄金5连板，湖南黄金4连板，四 川黄金、晓程科技、豫光金铅、中金黄金、赤峰黄金、湖南白银、山东黄金、山金国际、兴业银锡高 开。消息面上，现货黄金大涨超4%，站上5400美元。 ...

Market Overview - On January 28, A-share indices showed divergence, with the Shanghai Composite Index rising by 0.27% to 4151.24 points, while the Shenzhen Component Index increased by 0.09%, and the ChiNext Index fell by 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.97 trillion yuan, an increase of approximately 70.4 billion yuan compared to the previous day [1] - Net outflow of main funds amounted to 43.598 billion yuan, with the non-ferrous metals sector seeing the highest net inflow, while the photovoltaic equipment sector experienced the largest net outflow [1] Key Stocks - The top ten popular stocks included Tongling Nonferrous Metals, Silver (core stock), Hunan Silver, China Aluminum, Zijin Mining, China Gold, Luoyang Molybdenum, LEO Technology, Jushi Group, and Intercontinental Oil and Gas [1][2] Non-Ferrous Metals Sector - Tongling Nonferrous Metals is influenced by multiple external factors, including geopolitical tensions driving up precious metal prices and tight global copper supply coupled with surging demand in the new energy sector [3] - The company is advancing resource expansion, with the Ecuador Mirador copper mine phase II project pending approval, which will significantly enhance its resource self-sufficiency [3] Silver Sector - Silver (core stock) performance is driven by both industry and company-level factors, with international precious metal prices rising and the company planning to invest 1.5 billion yuan to establish a gold subsidiary and participate in gold mining rights acquisition [3] - Hunan Silver, as the only A-share listed company focused on pure silver, benefits from external factors such as geopolitical risk and expectations of U.S. Federal Reserve interest rate cuts, which have increased demand for silver [3] Aluminum Sector - China Aluminum is affected by policy, industry, company, and market factors, with the State-owned Assets Supervision and Administration Commission incorporating "market value management" into the assessment of central enterprises [4] - The supply-demand dynamics in the electrolytic aluminum market have reversed, leading to price increases due to supply constraints [4] Gold Sector - Zijin Mining's increased attention stems from significant strategic acquisitions and favorable industry conditions, including a major overseas gold mine acquisition worth 28 billion yuan and rising international gold prices [4] - China Gold is supported by macro and micro factors, including historical highs in international gold prices and domestic gold jewelry price increases, alongside a trend of central banks purchasing gold [4] Molybdenum Sector - Luoyang Molybdenum's market performance is based on strong fundamentals and industry value, with continuous record-breaking net profits and a diverse portfolio of key mineral resources [5] Technology Sector - LEO Technology is gaining attention due to its involvement in popular sectors, particularly AI applications and liquid cooling technologies, with significant partnerships with leading companies like Huawei and NVIDIA [6]

多只牛股提示风险 贵金属概念股近日股价大幅上涨，1月28日晚，多家相关上市公司发布提示风险公告。 股价实现"4连板"的中国黄金1月28日晚间公告称，1月23日至1月28日期间，公司股票连续四个交易日涨 停，期间累计涨幅46.42%，上证指数同期累计涨幅0.7%，公司股价上涨幅度已显著偏离指数，公司股 票交易存在市场情绪过热情形，可能存在短期涨幅较大后的下跌风险。公司主营业务未发生变化，主要 从事黄金珠宝首饰研发、加工、零售、批发及回购等，未拥有探矿权、采矿权。经自查，截至本公告披 露日，公司日常经营情况正常，市场环境、行业政策未发生重大变化，不存在应披露而未披露的重大信 息。 股价实现"10天6板"的四川黄金1月28日晚间公告称，公司股票连续2个交易日收盘价格涨幅偏离值累计 超过20%，连续10个交易日内收盘价格涨幅偏离值累计超过100%，属于股票交易异常波动和严重异常 波动的情况。 公告称，公司可能面临以下风险：一是黄金价格波动风险：黄金价格受市场供求关系、全球宏观经济形 势及预期、美元走势、全球重大政治事件等多种因素影响；公司金精矿产品的价格受黄金价格波动影响 较大，若未来黄金价格大幅波动，将给经营业绩带 ...

Core Viewpoint - The precious metals sector in A-shares has experienced a significant surge, with multiple stocks hitting the daily limit up, driven by strong international gold and silver prices and robust company earnings forecasts [2][3][4]. Group 1: Precious Metals Sector Performance - The precious metals sector has seen a remarkable performance in 2023, with stocks like Sichuan Gold achieving 7 limit-ups in 10 trading days, and Hunan Silver, Sichuan Gold, and Xiaocheng Technology all doubling in value [3][4]. - As of January 28, 2023, the year-to-date gains for Hunan Silver, Sichuan Gold, and Xiaocheng Technology were 180.35%, 139.99%, and 132.54% respectively, significantly outperforming the broader market index [3][4]. - The surge in the sector is attributed to the continuous rise in international gold and silver prices, which have reached historical highs, alongside strong earnings forecasts from listed companies [3][4][12]. Group 2: Company Earnings and Growth - Hunan Silver has shown impressive revenue growth, with projected revenues of 33.94 billion yuan in 2022, 51.39 billion yuan in 2023, and 83.13 billion yuan in 2024, reflecting year-on-year growth rates of 70.59%, 51.43%, and 61.76% respectively [6]. - Sichuan Gold's revenue has fluctuated but is on an upward trend, with a projected revenue growth rate of 49.43% for the first three quarters of 2025 [7]. - Xiaocheng Technology is also performing well, with expected year-on-year growth rates of 47.71% and 59.66% for 2024 and the first three quarters of 2025 respectively [7]. Group 3: Market Dynamics and Future Outlook - The strong performance of the precious metals sector is supported by a dual resonance of capital and fundamentals, with increased market activity and investment interest [7][12]. - The international gold price has shown a significant increase of nearly 70% in 2025, with spot gold prices surpassing 5,250 USD per ounce, marking a historical high [12]. - The price of silver has also reached a record high of over 116 USD per ounce, benefiting from its dual role as both a precious and industrial metal [12].