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商品研究晨报-20260108
Guo Tai Jun An Qi Huo· 2026-01-08 02:28
Report Industry Investment Ratings The report does not provide an overall industry investment rating. Core Views The report offers insights into the trends and outlooks of various commodities in the futures market on January 8, 2026. It analyzes the fundamentals, news, and trends of each commodity, providing investment suggestions and trend intensities. Summary by Commodity Precious Metals - **Gold**: Safe-haven sentiment has rebounded. The trend intensity is 1. China's central bank has increased its gold holdings for 14 consecutive months [5][6]. - **Silver**: Prices have corrected from high levels. The trend intensity is 1 [5]. Base Metals - **Copper**: The LME spot premium has declined, and price increases have slowed. The trend intensity is 0 [9]. - **Zinc**: Prices are oscillating at high levels. The trend intensity is 0 [12]. - **Lead**: Reduced inventory is supporting prices. The trend intensity is 0 [15]. - **Tin**: Bullish capital has been blocked, and prices have retreated after reaching highs. The trend intensity is 0 [18]. - **Aluminum**: Prices have slightly declined. The trend intensity is 0 [21]. - **Alumina**: Prices are oscillating within a range. The trend intensity is 0 [21]. - **Cast Aluminum Alloy**: It is stronger than electrolytic aluminum. The trend intensity is 0 [21]. - **Platinum**: Prices are oscillating to find a direction. The trend intensity is 0 [24]. - **Palladium**: Prices are maintaining an oscillating pattern. The trend intensity is 0 [24]. - **Nickel**: There is a tug - of - war between real - world pressure and the narrative of a cyclical shift, with wide - range oscillations. The trend intensity is 0 [28]. - **Stainless Steel**: The real - world fundamentals are dragging, and the market is mainly focused on Indonesia's policies. The trend intensity is 0 [28]. Energy and Chemicals - **Carbonate Lithium**: Prices are oscillating at high levels, and market sentiment changes should be monitored. The trend intensity is 0 [32]. - **Industrial Silicon**: With silicon material production cuts, short positions can be established on price increases. The trend intensity is 0 [36]. - **Polysilicon**: The market is significantly affected by news. The trend intensity is - 1 [36]. - **Iron Ore**: Prices are fluctuating at high levels. The trend intensity is 0 [40]. - **Rebar**: Market sentiment is causing fluctuations, and prices are oscillating strongly. The trend intensity is 1 [44]. - **Hot - Rolled Coil**: Market sentiment is causing fluctuations, and prices are oscillating strongly. The trend intensity is 1 [44]. - **Silicon Ferrosilicon**: Market sentiment is driving up prices, and the market is oscillating upwards. The trend intensity is 1 [48]. - **Manganese Silicide**: Market sentiment is driving up prices, and the market is oscillating upwards. The trend intensity is 1 [48]. - **Coke**: Due to event developments, prices are oscillating at high levels. The trend intensity is 1 [52]. - **Coking Coal**: Due to event developments, prices are oscillating at high levels. The trend intensity is 1 [53]. - **Log**: Prices are oscillating repeatedly. The trend intensity is 0 [56]. - **Para - Xylene**: Spot supply is sufficient, and prices are under short - term pressure, with a unilateral high - level oscillating market. The trend intensity is 0 [60]. - **PTA**: Prices are in a high - level oscillating market. The trend intensity is 0 [60]. - **MEG**: The upside space is limited, and there is still medium - term pressure. The trend intensity is 0 [60]. - **Rubber**: Prices are oscillating. The trend intensity is 0 [69]. - **Synthetic Rubber**: Prices are trending strongly. The trend intensity is 1 [72]. - **LLDPE**: The production of standard products continues to decline, and the basis is weakly stable. The trend intensity is 0 [75]. - **PP**: Macroeconomic sentiment is boosting, but fundamental improvements are limited. The trend intensity is 0 [78]. - **Caustic Soda**: The rebound is unlikely to be sustained. The trend intensity is 0 [80]. - **Pulp**: Prices are oscillating. The trend intensity is 0 [85]. - **Glass**: The prices of raw sheets are stable. The trend intensity is 0 [90]. - **Methanol**: Prices are oscillating and falling. The trend intensity is 0 [94]. - **Urea**: Prices are oscillating in the short term. The trend intensity is 0 [99]. - **Styrene**: Prices are oscillating in the short term. The trend intensity is 0 [103]. - **Soda Ash**: There are few changes in the spot market. The trend intensity is 0 [107]. - **LPG**: The import cost is firm, and attention should be paid to the realization of negative feedback. The trend intensity is 0 [113]. - **Propylene**: Demand is stable, and spot prices are slightly rising. The trend intensity is 0 [114]. - **PVC**: The rebound is unlikely to be sustained. The trend intensity is 0 [122]. - **Fuel Oil**: Prices are oscillating in a narrow range, and there is still support at the bottom. The trend intensity is 0 [126]. - **Low - Sulfur Fuel Oil**: Volatility is decreasing, and the price spread between high - and low - sulfur fuels in the overseas spot market continues to narrow. The trend intensity is 0 [126]. Agricultural Products - **Short - Fiber**: The market is oscillating in the short term. The trend intensity is 0 [141]. - **Bottle Chip**: The market is oscillating in the short term. The trend intensity is 0 [141]. - **Offset Printing Paper**: It is advisable to wait and see. The trend intensity is 0 [144]. - **Pure Benzene**: Prices are mainly oscillating in the short term. The trend intensity is 0 [148]. - **Palm Oil**: Wait for the negative factors to be exhausted, and pay attention to the impact of macroeconomic sentiment. The trend intensity is 0 [153]. - **Soybean Oil**: Prices are rebounding within a range, and attention should be paid to the spread opportunities between months. The trend intensity is 0 [153]. - **Soybean Meal**: Affected by market sentiment, it is advisable to wait and see. The trend intensity is 0 [159]. - **Soybean**: Affected by market sentiment, it is advisable to wait and see. The trend intensity is 0 [159]. - **Corn**: Attention should be paid to the spot market. The trend intensity is 0 [162]. - **Sugar**: Prices are consolidating within a range. The trend intensity is 0 [166]. - **Cotton**: Prices are fluctuating with the overall market sentiment. The trend intensity is 0 [170]. - **Egg**: Sentiment for the far - month contracts is weakening. The trend intensity is 0 [177]. - **Live Pig**: There is negative feedback in demand. The trend intensity is - 1 [180]. - **Peanut**: Prices are oscillating. The trend intensity is 0 [186]. Shipping - **Container Freight Index (European Line)**: The freight rate peak has emerged; for the 02 contract, wait and see, and for the 04 contract, short on price increases. The trend intensity is 0 [128].
港股异动丨脑机接口概念股再度活跃 脑动极光大涨10% 心玮医疗涨1.45%
Ge Long Hui· 2026-01-08 02:19
股价狂飙背后,脑机接口,这一曾只存在于科幻作品中的概念,正在加速走进现实。在业内专家看来, 2026年有望成为脑机接口产业化的关键年。技术的进步、资本的涌入和市场的期待正共同推动这一前沿 领域加速发展。 | 代码 | 名称 | 最新价 | 涨跌幅 ▽ | | --- | --- | --- | --- | | 06681 | 脑动极光-B | 7.920 | 9.85% | | 02172 | 微创脑科学 | 13.320 | 7.25% | | 00553 | 南京熊猫电子股 | 6.800 | 6.58% | | 02203 | 脑洞科技 | 0.233 | 3.56% | | 06609 | 心玮医疗-B | 59.600 | 1.45% | 港股脑机接口概念股再度活跃,其中,脑动极光大涨10%领衔,微创脑科学涨7.25%,南京熊猫电子涨 6.58%,脑洞科技涨3.56%,心玮医疗涨1.45%。 消息上,工信部等八部门日前表示,加快增强现实/虚拟显示(AR/VR)可穿戴设备、脑机接口等新型 终端的产业化、商业化进程。据脑机接口产业联盟表示,脑机接口产业联盟、脑机交互与人机共融海河 实验室及天津大学拟于2 ...