利通电子 算力租赁+ 腾讯云概念联动2连板！利通电子11：13再度涨停，背后逻辑揭晓。据交易所数据 显示，利通电子连续两个交易日涨停，晋级2连板。该股今日于11：13封涨停，成交额17.93亿元，换手 率17.69%。金融界App AI线索挖掘：近期腾讯元宝上线春节红包活动，相关算力需求受到关注。利通 电子与腾讯在 长三角 人工智能超算中心有算力集群部署合作，同时公司布局算力租赁业务，子公司具 备英伟达DGX 服务器经销商资质，业务涉及算力基础设施相关领域，这些因素共同引发市场对公司的 关注。风险提示：连板股波动剧烈，注意追高风险，理性投资！（注：以上由AI基于交易所等公开数 据生成，内容不构成投资建议。） ...

26日下午，现货黄金价格首次站上5100美元/盎司关口，最高触及 5110.26美元/盎司。白银涨势同样强劲，26日上午，现货白银价格最高触及109.453美元/ 盎司，在短短17个交易日内涨幅超51%。 据21世纪经济报道，黄金、白银开年迎来强势上涨，也催生了一系列衍生市场现象。受黄金价格持续走高带动，市场黄金投资与储备需求大幅攀升，银行 保管箱租赁业务随之持续火爆，甚至出现一箱难求现象。以招商银行深圳总行营业部为例，其8000余个保管箱已全部租满，目前有500至600名客户排队等 候租赁。按照该营业部每年仅20至30个箱体退租的速度测算，新客户需排队5至6年才能成功租箱。（详见） 此外，A股流感疫苗板块走强，达安基因（002030）、华兰疫苗（301207）、之江生物涨停，永顺生物涨超27%，东方生物、生物股份（600201）、众生 药业（002317）等跟涨。 1月26日，A股市场全天震荡调整，深成指、创业板指高开低走，盘中均跌超1%。截至收盘，沪指跌0.09%，深成指跌0.85%，创业板指跌0.91%。全市场 成交额3.28万亿，较上一个交易日放量1625亿，超3700股下跌。 贵金属概念股领涨，四川 ...

Market Overview - The A-share market experienced fluctuations on January 26, with the Shenzhen Component Index and the ChiNext Index both declining over 1% during the day. The Shanghai Composite Index closed down 0.09%, the Shenzhen Component Index down 0.85%, and the ChiNext Index down 0.91% [1][2] - The total market turnover reached 3.28 trillion yuan, an increase of 162.5 billion yuan compared to the previous trading day, with over 3,700 stocks declining [1][2] Gold and Precious Metals - Gold prices surged, breaking the 5,100 USD/oz mark for the first time, reaching a high of 5,110.26 USD/oz. Silver also saw significant gains, with prices peaking at 109.453 USD/oz, marking an increase of over 51% in just 17 trading days [4][9] - The rising gold prices have led to a substantial increase in market demand for gold investment and storage, resulting in a booming demand for bank safe deposit boxes. For instance, at the Shenzhen branch of China Merchants Bank, all 8,000 safe deposit boxes are fully rented, with 500 to 600 customers waiting to rent a box, which could take 5 to 6 years based on the current turnover rate [4][9] Vaccine Sector - The flu vaccine sector saw a strong performance, with stocks such as Da An Gene, Hualan Biological Engineering, and Zhijiang Biological all hitting the daily limit. Yongshun Biological surged over 27%, while other companies like Oriental Bio and Zhongsheng Pharmaceutical also experienced gains [4][5] - The vaccine index rose by 6.79%, indicating a positive trend in the sector [5] Oil and Gas Sector - The oil and gas sector showed strength, with China National Offshore Oil Corporation reaching a historical high. Other companies like Intercontinental Oil and China Petroleum saw increases of over 5% [7] - The space photovoltaic sector also remained active, with stocks like Mingyang Smart Energy and Tuojin New Energy hitting the daily limit [7] Tencent Cloud and AI Applications - Tencent's cloud concept saw some activity, with stocks like Qunxing Toys hitting the daily limit and Ruijie Networks rising over 10%. Tencent announced the launch of a cash red envelope event for its AI assistant app, which is expected to drive engagement [7]

Core Viewpoint - The A-share market saw a rise in Tencent Cloud-related stocks following Tencent's announcement of a cash activity worth 1 billion yuan for the upcoming Spring Festival, aiming to replicate the success of the WeChat red envelope initiative [1] Group 1: Stock Performance - Ruijie Networks (301165) increased by 12.41%, with a total market capitalization of 68.4 billion yuan and a year-to-date decline of 3.18% [2] - Century Hengtong (301428) rose by 6.97%, with a market cap of 3.892 billion yuan and a year-to-date increase of 17.62% [2] - Hongjing Technology (301396) saw a rise of 5.82%, with a market cap of 12.8 billion yuan and a year-to-date increase of 25.64% [2] - Kehua Data (002335) increased by 3.30%, with a market cap of 33.1 billion yuan and a year-to-date increase of 15.63% [2] - Deepin Technology (300454) rose by 3.10%, with a market cap of 72.5 billion yuan and a year-to-date increase of 49.73% [2]

Group 1 - The core viewpoint of the news highlights the strong performance of certain Tencent Cloud concept stocks in the A-share market, driven by Tencent's announcement of a cash activity related to AI applications during its annual meeting [1] Group 2 - Stock performance details indicate that Ruijie Network saw a rise of 12.41%, with a total market value of 68.4 billion, and a year-to-date decline of 3.18% [2] - Century Hengtong increased by 6.97%, with a market capitalization of 3.892 billion, and a year-to-date increase of 17.62% [2] - Hongjing Technology rose by 5.82%, with a market value of 12.8 billion, and a year-to-date increase of 25.64% [2] - Keda Data and Deepin Technology both experienced increases of 3.30% and 3.10%, with market values of 33.1 billion and 72.5 billion respectively, and year-to-date increases of 15.63% and 49.73% [2] - Other stocks such as Donghua Software, Yunsai Zhili, Zhe Shu Culture, and Fanwei Network also showed positive performance, with varying increases and market capitalizations [2]

Group 1 - Tencent Cloud concept stocks experienced localized movements, with companies like Qunxing Toys hitting the daily limit, Ruijie Networks rising over 10%, and others such as Century Hengtong, Capital Online, Hongjing Technology, Kehua Data, and Yacon Co. also seeing gains [1] - At the ongoing Tencent annual meeting, Chairman Ma Huateng mentioned the upcoming AI application "Yuanbao" which will launch a cash activity worth 1 billion yuan during the Spring Festival, aiming to replicate the success of the WeChat red envelope phenomenon [1]