Workflow
AI算力资源紧缺
icon
Search documents
沪强深弱格局延续,黄金板块逆势爆发!资源品成资金避风港?
Sou Hu Cai Jing· 2026-01-28 05:16
Group 1 - The S&P 500 has reached a historical high, indicating that the U.S. stock market is characterized by a tendency to rise without significant corrections, while other indices are also expected to reach historical highs in the current global market environment [1] - Gold has transitioned from a traditional "safe-haven asset" to a substitute for currency credit, becoming a core asset to hedge against the weakening of the U.S. dollar's credit. The demand for gold has shifted from tactical to strategic [1] - The international gold price has increased nearly 13% at the beginning of 2026, surpassing the historical threshold of $5,100 per ounce, with the A-share gold sector benefiting from valuation recovery and positive earnings forecasts [1] Group 2 - The three major indices opened higher, but the majority of individual stocks declined, with strong performance in sectors such as precious metals and weak performance in sectors like aviation and home appliances [3] - The precious metals sector saw significant gains, with China Gold achieving four consecutive trading limit increases, and the spot gold price reaching a new historical high of $5,142 per ounce, up 2.6% [3] - The computing power leasing concept gained strength, with companies like Meiliyun hitting trading limits, indicating a shift in cloud computing pricing logic due to increased demand for AI computing resources [3] Group 3 - The Shanghai Composite Index opened higher but experienced fluctuations, with a notable divergence in stock performance, indicating a challenging market sentiment [5] - The ChiNext Index opened high but closed lower, suggesting that while the index appears stable, many individual stocks are struggling significantly [5] - The market is attracting substantial external capital, which may lead to accelerated index growth once regulatory pressures ease [5]
1月26日主题复盘 | 黄金等贵金属持续大涨,医药、云计算迎资金关注
Xuan Gu Bao· 2026-01-26 08:32
一、行情回顾 沪指全天横盘震荡,深成指、创业板指跌近1%。贵金属板块逆势大涨,中金黄金、西部黄金等多股涨停。医药股集体走强,凯普生物、迈克生物等涨停。 油气股盘中拉升,中曼石油涨停,中国海油涨超6%创新高、下跌方面,商业航天概念调整,中国卫星、中国卫通等多股跌停。个股跌多涨少,沪深京三市 近3800股飘绿,今日成交3.28万亿。 二、当日热点 | 白银有色 | | | | | | | 公司是我国多品种 | | --- | --- | --- | --- | --- | --- | --- | --- | | 股票名称 601212.SS | 5天5板 | 最新价 ⇒ 11.41 | 涨跌幅 = +10.03% | 涨停时间 = 14:01:30 | 换手率( 8.50% | 流通市值量 844.88亿 | 生产能力,有年产 | | 四川黄金 | 8天4板 | 55.25 | +9.99% | 13:02:51 | 11.80% | 159.37亿 | 公司主要从事会矿 | | --- | --- | --- | --- | --- | --- | --- | --- | | 001337.SZ | | | | ...