上证指数平盘，报4067.67点，深成指报13997.72点，跌0.92%，创业板指报3266.99点，跌1.74%，科创 综指跌2.06%。煤炭板块领涨，机场航运、光伏设备板块走强，快手概念、贵金属、互联网电商板块走 低。（AI生成） ...

上交所2026年1月A股新开户数出炉。 上交所发布的新开户数据显示，2026年1月上交所A股新开户491.58万户，较2025年12月的新开户数 （259.67万户）环比增长约89%，较2025年1月（157万户）同比增幅约213%。 值得注意的是，1月新开户数也是2024年11月以来近15个月新高。 历史数据显示，2024年10月，上交所A股新开户684.68万户，成为近几年的峰值，当年的11月和12月逐 步降至269.84万户和198.91万户。进入2025年，上交所A股新开户数经历了多次较为明显的起伏，2025 年5月一度跌至155.56万户，此后回升。 从2026年1月的具体情况来看，当月上交所个人新开A股账户约490.58万户，环比增长约232万户；机构 新开A股账户约1.06万户，环比略有减少。另外，1月上交所基金新开户54.63万户，环比增长逾30万 户；上交所B股新开户0.05万户，环比基本持平。若将A股、B股、基金的新开户数加总，1月上述3类新 开户数合计达546.27万户，同一统计口径下环比增长约262万户。 1月上交所A股新开户数的进一步大幅增长，与当月A股市场行情的进一步上行密不可分。 ...

沃什获新任美联储主席提名，短期不改美联储宽松基调。国内1月PMI回落，内需仍需政策呵护。权益 市场ETF流出或告一段落，风险偏好维持高位，看好后续行情。 海外方面，沃什获新任美联储主席提名，主张降息+中长期缩表，短期不会改变美联储宽松基调，亦难 无序降息。金融条件友好托底海外制造业，美国1月标普制造业PMI超预期，未来一段时间海外增长维 持韧性。 国内方面，2026年1月制造业PMI再度回落至收缩区间，供需分项均较季节性水平走弱，而购进价格指 数高位进一步上行、出厂价格回升至景气度区间，或显示上游原材料价格的快速上涨短期对制造业供需 产生一定抑制。 市场策略方面，债券方面，上周（1月26日-30日）黄金、白银冲高后巨震，股市震荡回调，债市走势分 化，短端利率上行、长端利率下行。近期商品和权益市场调整，风险偏好下降对债券市场偏友好，但1 月中旬国新办发布会邹行长提及十年期国债在1.8%-1.9%稳定运行，叠加近期银行配债已较为积极，后 续长端利率向下突破1.8%关键点位阻力加大。1月PMI重回收缩区间但出厂价格指数回暖，通胀预期下 货币宽松预期不足，债市向下突破或需看到风险偏好的全面回落和货币政策的明确宽松。 ...

中国经济网北京1月30日讯 A股三大指数早盘涨跌不一，截至午间收盘，上证指数报4108.46点，跌幅 1.19%；深证成指报14162.20点，跌幅0.96%；创业板指报3330.91点，涨幅0.80%。 行业板块方面，种植业与林业、影视院线、通信设备等板块涨幅居前，贵金属、工业金属、小金属等 板块跌幅居前。 A股市场板块涨跌幅排行 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) = 总成交额 (亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 种植业与林业 | 4.12 | 2087.82 | 195.75 | 8.03 | ટર | 5 | | 2 | 影视院线 | 1.82 | 1056.83 | 119.04 | 6.96 | 11 | 8 | | 3 | 通信设备 | 1.22 | 1776.02 | 964.49 | 76.90 | 44 | 45 | | 4 | 旅游及酒店 | 1.13 | 820.22 | 81.53 | 3.31 | 25 ...

A股三大指数涨跌不一，截至午间收盘，沪指跌1.19%报4108.46点，深成指跌0.96%，创业板指涨 0.8%，北证50指数涨0.18%。沪深京三市半日成交额19514亿元，较上日缩量836亿元，全市场超3800只 个股下跌。盘面上，金银价格再度大跳水，现货黄金失守5200美元/盎司，有色金属板块大幅回调，赤 峰黄金、山东黄金、白银有色等多股跌停；培育钻石、光伏设备、地产板块走低，农业、影视院线、 CPO板块则逆势上涨。 ...

Market Overview - The market continues its previous trend with a focus on horizontal consolidation, showing slight upward movement in the main boards while the ChiNext and Sci-Tech Innovation boards are primarily adjusting [1] - The market environment appears stable, with expectations for the A-share market to maintain stability and a moderate upward trend before the Spring Festival [1] Sector Performance - The precious metals sector is strengthening in response to rising international gold prices, with this trend extending to non-ferrous metals and mining sectors [1] - Previously active sectors such as photovoltaic equipment and medical services have experienced a pullback after reaching highs, indicating a rotation of market hotspots [1] Future Outlook - The market is expected to follow a steady rhythm and trend, primarily focusing on stability with potential for gradual increases [1] - Trading volume remains relatively active, with short-term rotations among different market hotspots [1]

28日，A股三大指数高开后集体翻绿。截至发稿，沪指跌0.02%，深证成指跌0.19%，创业板指跌0.09%。全市近3600只个股下跌。 | 14 | | w A股 | | | | --- | --- | --- | --- | --- | | AHS 港股 | 美股 | 全球 | 商品 | 外汇 汁 三 | | 已为您生成昨日市场智评 | | | | 査看 | | 内地股票 △ ○ | | | | | | 行情 | | 资金净流入 | | 涨跌分布 | | 上证指数 | | 深证成指 | | 科创综指 | | 4138.90 | | 14302.91 | | 1897.19 | | -1.00 -0.02% | | -26.99 -0.19% | | +7.72 +0.41% | | 万得全A | | 创业板指 | | 北证50 | | 6851.14 | | 3339.52 | | 1575.81 | | -4.70 -0.07% | | -3.07 -0.09% | | +10.87 +0.69% | | 沪深300 | | 中证500 | | 中证A500 | | 4706.01 | | 8542.62 ...

A股三大指数涨跌互现，截至午间收盘，沪指涨0.49%报4160.01点，深成指涨0.09%，创业板指跌 0.37%，北证50指数涨0.05%。沪深京三市半日成交额19307亿元，较上日放量402亿元，全市场超3500 只个股下跌。盘面上，现货黄金突破5220美元/盎司，有色金属板块狂飙，白银有色7连板，四川黄金、 中国黄金4连板；多重因素助推油价上涨，油气开采及服务板块大涨，中国海油盘中涨超7%再创新高； 化工、煤炭等板块涨幅居前，光伏设备、电池、流感板块调整。 ...

Market Overview - The A-share market opened higher but experienced a "W" shaped fluctuation, with the Shanghai Composite Index closing at 4141.01 points, a slight increase of 0.12% [1] - The Shenzhen Component Index fell by 0.74%, and the ChiNext Index dropped by 0.86% [1] Individual Stock Performance - A total of 3756 stocks declined, while 1606 stocks rose, with 50 stocks hitting the daily limit up [2] - The total trading volume in the Shanghai and Shenzhen markets reached 2.24 trillion yuan, an increase of 347.8 billion yuan compared to the previous trading day [2] Sector Performance Precious Metals - The precious metals sector saw significant gains, with individual stocks like Hunan Gold and Jin Hui shares hitting the daily limit up [5] - Gold prices reached a new high, with spot gold surpassing $5000 per ounce, and Goldman Sachs raised its 2026 gold price forecast to $5400 per ounce from $4900 [8] Oil and Gas - The oil and gas sector experienced a rally, with major companies like China National Petroleum, China National Offshore Oil, and Sinopec all seeing gains of over 4% [10] - The rise in oil prices was attributed to geopolitical tensions, with WTI and ICE Brent crude both increasing by over 3% [10] Financial Sector - The financial sector showed upward movement, with securities stocks rising significantly; for instance, Caitong Securities and Industrial Securities increased by over 4% [14] - Insurance stocks also performed well, with New China Life and China Pacific Insurance rising by over 3% [16] Alcoholic Beverages - The liquor sector faced a downturn, dropping over 1%, with stocks like Yanghe and Kweichow Moutai experiencing notable declines [20] - Yanghe's forecast indicated a potential net profit drop of 62.18% to 68.30% for the fiscal year 2025, leading to a projected loss of 1.451 billion to 1.859 billion yuan in Q4 2025 [21]

Market Performance - The A-share market opened higher on January 26, with the three major indices showing mixed performance, where the Shanghai Composite Index rose by 0.12%, while the Shenzhen Component Index and the ChiNext Index fell by 0.74% and 0.86% respectively [1] - The total trading volume exceeded 2.2 trillion yuan, with over 3,700 stocks declining [1] Sector Performance - The precious metals sector experienced significant gains, with stocks like Hunan Gold and Zhaojin Gold hitting the daily limit [1] - Industrial metals, minor metals, and insurance sectors also showed strong performance [1] - Conversely, sectors such as military electronics, military equipment, gaming, and software development were among the biggest losers [1]