昨日沪指、深成指冲高回落，创业板指高开低走，盘中一度跌超1%。沪深两市成交额2.97万亿，较上 一个交易日放量704亿。盘面上，全市场超3600只个股下跌。从板块来看，资源股全天领涨，贵金属、 油气、电解铝方向轮番爆发，中国黄金4连板，湖南黄金3连板，中曼石油、晓程科技3天2板，四川黄金 10天6板，招金黄金8天5板，石化油服、准油股份涨停，中国铝业涨停创16年新高。分散染料概念集体 走高，浙江龙盛、闰土股份、亚邦股份涨停。存储芯片概念表现活跃，中微半导触及20CM涨停，气派 科技20CM涨停。下跌方面，医药医疗、光伏等板块跌幅居前。其中医药医疗概念走弱，百普赛斯、必 贝特跌超10%。截至收盘，沪指涨0.27%，深成指涨0.09%，创业板指跌0.57%。 历史上春季行情平均持续天数约70天，期间上证指数涨幅中位数约13.7%，本轮春季行情从2025年12月 17日开始，目前仅一个月，考虑到今年春节时间较晚叠加当前慢牛的环境，春季行情有望持续更长时 间。结合中观景气、盈利能力、筹码分布、估值、交易、周期阶段和赛道价值等多个维度，本期推荐关 注：电子(半导体)、传媒(广告营销、游戏、影视)、机械(自动化设备、工程 ...

花旗集团近日将近3个月黄金目标价上调至每盎司5000美元。花旗集团同时预计，如果地缘政治紧张局势缓解，黄金价格在2026年下半年可能下挫。 2026年年初至今，伦敦现货黄金价格已上涨超13%。 北京时间1月23日上午，伦敦现货黄金价格历史首次突破4960美元/盎司。Wind数据显示，截至发稿，伦敦现货黄金盘中最高价为4967.37美元/盎司，最新 价报4955.02美元/盎司，交易日内涨0.39%。 | W | | | 伦敦金现 | | | O | | --- | --- | --- | --- | --- | --- | --- | | | | SPTAUUSDOZ.IDC | | | | | | 4955.020 | | 昨结 | 4935.960 | 总量 | | 0 | | +19.060 | +0.39% 开盘 | | 4937.000 现手 | | | 0 | | 最高价 | 4967.370 | 持 仓 | 0 | A 智 | | 0 | | 最低价 | 4929.945 | 增 仓 | 0 | 内 智 | | 0 | | 分时 | 五日 | 日K | 間K | 目K | 車を | (0) | ...

Group 1 - The core viewpoint of the articles revolves around the escalating geopolitical tensions in the Middle East, particularly the recent military actions by Israel against Iran, which have triggered significant market reactions, including a surge in gold and oil prices [1][5][3] - Following the military actions, gold prices rose above $3410 per ounce, reflecting a strong market response to the heightened geopolitical risks [1][5] - The ongoing instability in the Middle East has led to increased demand for safe-haven assets like gold, as evidenced by the three-day consecutive rise in gold prices following the recent conflicts [5][8] Group 2 - Historical context indicates that geopolitical conflicts, such as the Russia-Ukraine war, have previously led to a rise in gold prices due to concerns over the dollar's status as a "weaponized" currency [6][12] - The articles outline two significant phases of gold price increases linked to geopolitical tensions: the first phase during the Israel-Palestine conflict in October 2023 and the second phase anticipated in April 2024 [8][20] - The analysis suggests that the current gold price trends are influenced not only by geopolitical risks but also by broader factors such as U.S. dollar credibility, U.S. debt crises, and military and technological dominance [8][12][20] Group 3 - A new index, the Gold Implied Order Reconstruction Index (GIORI), has been introduced to quantify the hidden risks associated with the ongoing global order restructuring, which is believed to significantly impact gold pricing [16][20] - The GIORI index has shown a rapid increase since March 2021, indicating a prolonged period of rising gold prices, with projections suggesting it may reach a peak by April 2025 [19][20] - Current geopolitical complexities are compared to the 1970s, suggesting that if gold prices surpass historical resistance levels, they could enter a new phase of significant upward movement [20]