1月28日，A股市场延续高位震荡格局，核心指数涨跌互现，沪强深弱特征显著。周期资源板块强势领 涨，贵金属、有色金属、油气开采、煤炭等板块全线走强，成为全场资金最核心的追逐方向。 截至收盘，上证指数报4151.24点，上涨0.27%；深证成指报14342.89点，微涨0.09%；创业板指受成长 赛道回调拖累，报3323.56点，下跌0.57%。沪深北三市交投情绪活跃，全天成交额合计达29923亿元， 较上一交易日放量708亿元。 有色、油气板块大涨 盘面上，周期资源板块成为拉动市场的核心力量。贵金属板块成为领涨先锋，受现货黄金突破5200美 元/盎司的催化，中国黄金收获4连板，湖南黄金3连板，板块内多只标的封死涨停。有色金属板块紧随 其后，工业金属、小金属方向同步大涨，中国铝业、北方铜业等龙头涨停，白银有色更是走出7连板的 强劲走势。 消息面上，近期多只贵金属概念股发布业绩预告。湖南白银预计2025年实现归属于上市公司股东的净利 润2.85亿元至3.85亿元，同比增长67.88%至126.78%。报告期内，公司主要产品白银、黄金的产量有较 大幅度增长，贵金属白银、黄金市场价格整体上行，销售价格随市场同步提升。湖 ...

A股三大股指1月28日集体高开。早盘两市窄幅整理，深成指午前拉升后转涨。午后三大股指窄幅震 荡，个股呈现普跌。 从盘面上看，黄金、有色金属板块掀涨停潮，油气、煤炭、化工、稀土行业走强。 至收盘，上证综指涨0.27%，报4151.24点；科创50指数跌0.08%，报1554.8点；深证成指涨0.09%，报 14342.89点；创业板指跌0.57%，报3323.56点。 Wind统计显示，两市及北交所共1736家上涨，3637家下跌，平盘有96家。 两市成交29654亿元，较前一交易日的28949亿元增加705亿元。其中，沪市成交13655亿元，比上一交易 日12894亿元增加761亿元，深市成交15999亿元。 据大智慧VIP，两市及北交所共有122只股票涨幅在9%以上，22只股票跌幅在9%以上。 有色金属再掀涨停潮，医药生物低开低走 在板块方面，黄金股的走强，带动有色金属板块再掀涨停潮，晓程科技（300139）、浩通科技 （301026）、常铝股份（002160）、锌业股份（000751）、白银有色（601212）、罗平锌电（002114） 等超30股涨停或涨超10%。 医药生物板块低开低走，必贝特（6887 ...

Group 1 - The Shanghai Stock Exchange Sci-Tech Innovation Board Composite Index decreased by 0.08% as of August 19, 2025, with mixed performance among constituent stocks [1] - Shenyuan Biological led the gains with an increase of 15.98%, while the biggest decline was seen in Shenzhou Technology, which fell by 5.81% [1] - The Huaxia Sci-Tech Innovation Index ETF (589000) dropped by 0.34%, with a latest price of 1.16 yuan, but saw a cumulative increase of 6.42% over the past week [1] Group 2 - Dongguan Securities noted that the current A-share market has relatively ample liquidity and high trading sentiment, indicating a healthy overall operation [2] - The market is experiencing structural differentiation, with previously popular sectors at relatively high levels, suggesting a faster rotation rhythm and the need to seize structural opportunities [2] - The Huaxia Sci-Tech Innovation Index ETF closely tracks the Shanghai Stock Exchange Sci-Tech Innovation Board Composite Index, reflecting the overall performance of eligible listed companies on the Sci-Tech Innovation Board, including dividend income [2]

Economic Performance - In April, China's economy maintained stable growth despite a complex external environment, with a year-on-year increase in total retail sales of consumer goods by 4.7%, accelerating by 1.2 percentage points compared to the previous year [1] - Online retail sales of physical goods grew by 5.8% year-on-year, driven by new business models such as live streaming and instant delivery [1] - Relevant departments plan to enhance fund utilization efficiency and implement policies such as long-term special government bonds and equipment update loan interest subsidies [1] A-Share Market Dynamics - On May 21, the A-share market showed a divergence in performance, with blue-chip stocks outperforming thematic stocks [1] - The A500 ETF (159339) had an average daily trading volume of 263 million yuan over the past 20 trading days, indicating high market interest [1] - Notable performers in the A500 index included Guoxuan High-Tech, which rose by 9.99%, and several other stocks that increased by over 5% [1] Investment Opportunities - The A500 index, representing "A-shares' S&P 500," covers 63% of total revenue and 70% of total net profit in the market with less than 10% of the total number of stocks [2] - The A50 ETF (159592) focuses on large-cap leading stocks across various industries, benefiting from increased market concentration due to supply-side reforms [2] - Current investment value in the A-share market is seen in structural opportunities, with market sentiment gradually recovering post US-China tariff disputes [2] - The introduction of new asset restructuring regulations is expected to enhance market activity and the potential for asset revaluation, particularly for underperforming small and mid-cap stocks [2]