Group 1 - The State Council has issued a work plan to accelerate the cultivation of new growth points in service consumption, guiding financial institutions to increase credit lending to relevant business entities [1] - The Ministry of Commerce emphasizes the importance of utilizing the China-US economic and trade negotiation mechanism to manage differences and promote cooperation [1] - The People's Bank of China states that the weighted average interest rate for newly issued commercial personal housing loans nationwide will be 3.06% by the fourth quarter of 2025 [1] Group 2 - The Ministry of Industry and Information Technology is determined to eliminate "involution" competition within the photovoltaic industry [1] - Former President Trump is expected to announce the nomination for the next chair of the Federal Reserve next week [1] - US stock market indices showed mixed results, with the Nasdaq down 0.72% while Meta's stock rose over 10% [1]

Group 1 - The S&P 500 index rose by 0.41%, reaching a new high, while UnitedHealth fell over 19% [1] - Gold prices reached a historic high, approaching $5,190 [1] - Silver prices increased by over 8.7%, reported at $112.8775 per ounce [1] - Oil prices rose by 3% due to production setbacks in Kazakhstan and the U.S. [1] - Goldman Sachs indicated that silver's volatility will continue, with gold's target price facing upward risks at $5,400 [1] - Citigroup raised its three-month silver price forecast to $150 [1] - Samsung Electronics and SK Hynix have negotiated with Apple to significantly increase the price of LPDDR memory used in iPhones [1] - A significant agreement was reached between the EU and India, with over 90% of export tariffs being eliminated or reduced [1] - The EU officially launched a satellite communication program for member states [1] - Hong Kong's exports in December increased by 26.1% year-on-year, exceeding expectations [1] - Semiconductor companies, including Zhongwei Semiconductor and Guokai Microelectronics, have raised chip prices [1] - Ganfeng Lithium expects a net profit of 1.1 billion to 1.65 billion yuan in 2025, turning from loss to profit [1] - A large number of traditional Chinese medicines will be phased out [1] - Guotai Junan forecasts a 111%-115% year-on-year increase in net profit for 2025, driven by significant growth in wealth management, institutional, and trading revenues [1] Group 2 - A-share investment alert: ST Nanchuan may face delisting risk warnings due to trading issues [2] - High Alliance New Materials' actual controller and vice chairman, Xiong Haitao, has been detained [2]

Group 1: Gold and Jewelry Industry - Gold prices have reached historical highs, with spot gold and futures surpassing $5,100 per ounce and 1,150 RMB per gram respectively, marking increases of over 16% and 15% since 2026 [1] - The sustained high gold prices are expected to accelerate the reshaping of the traditional jewelry industry, shifting from a "price war" to a "value war," favoring high-quality development practitioners [1] - Industry players are responding to rising raw material costs and suppressed demand by innovating processes, adjusting product structures, and optimizing channels for transformation [1] Group 2: Chip Industry and ETFs - The first domestic ETF focused on chips has reached a scale of 503.43 billion RMB, marking significant growth and becoming the largest in the market [2] - The growth of the ETF reflects ongoing investment trends in sectors like gold and chips, with over 18 ETFs exceeding 500 billion RMB in size this year [2] - The performance of the semiconductor industry remains strong, driven by AI and domestic substitution trends, with companies actively expanding production [4] Group 3: Banking and Wealth Management - The banking wealth management market is undergoing significant restructuring, with over 10 billion RMB in self-managed wealth management products being reduced, particularly among small and medium-sized banks [3] - A trend towards licensed and standardized wealth management practices is emerging, leading to the exit of non-licensed institutions from the self-managed market [3] Group 4: Performance of Listed Companies - A total of 1201 A-share companies have disclosed their 2025 performance forecasts, with 107 companies expecting to double their net profits year-on-year [5] - Notable sectors with improved performance include non-ferrous metals, automotive, chemicals, and semiconductors, with leading companies showing strong results [5] - China Gold International has provided production guidance for 2026, estimating copper production between 140 million to 149 million pounds and gold production between 70,732 to 75,554 ounces [5] Group 5: Market Trends and Economic Indicators - The U.S. stock market showed mixed results, with the Dow Jones down 0.83% while the Nasdaq and S&P 500 saw gains [11] - Consumer confidence in the U.S. has weakened, and bond yields have reached new lows, indicating potential economic challenges ahead [11] - Gold has continued to set historical highs, reflecting ongoing investor interest amid geopolitical risks [11]

昨夜今晨，贵金属市场上演"过山车"行情。北京时间1月28日，现货黄金、白银开盘下挫，其中伦敦金现相继跌破5180美 元/盎司、5170美元/盎司、5160美元/盎司关口；伦敦银现则向下逼近110美元/盎司。而就在前一交易日，伦敦金现刚刚升 破5190美元/盎司，创历史新高，伦敦银现则是单日大涨逾7%。 昨夜今晨，贵金属市场上演"过山车"行情。北京时间1月28日，现货黄金、白银开盘下挫，其中伦敦金现相继跌破5180美 元/盎司、5170美元/盎司、5160美元/盎司关口；伦敦银现则向下逼近110美元/盎司。而就在前一交易日，伦敦金现刚刚升 破5190美元/盎司，创历史新高，伦敦银现则是单日大涨逾7%。 | | 伦敦金现 < W | | | Q | | --- | --- | --- | --- | --- | | | SPTAUUSDOZ.IDC | | | | | | 昨结 5181.748 5172.147 | 总量 | | 0 | | | -0.19% 开盘 5179.233 -9.601 | 现手 | | 0 | | | 色 最高价 5185.010 持 0 | 外 盘 | | 0 | | | 最低价 ...

商品市场方面，全球市场在地缘政治摩擦加剧的冲击下剧烈震荡。以黄金、白银为代表的贵金属成为了市场的焦点，其强劲的避险需求直接驱动了价格的 飙升。原油市场方面，除地缘局势外，哈萨克斯坦一直难以恢复全球最大油田之一的产量及北美极端寒潮天气引发美国天然气史诗级暴涨，推动油价宽幅 震荡走高。 （数据来源：wind，日期截至2026年1月23日，指数过往业绩不预示其未来表现，投资需谨慎） 01 市场回顾 | | | 全球大类资产本周表现 (2026/1/19-2026/1/23) | | | | | --- | --- | --- | --- | --- | --- | | 全球指数 | 涨跌幅 | A股领涨行业 | 涨跌幅 | 外汇 | 涨跌幅 | | 巴西IBOVESPA指数 | 8.53% | 建筑材料 | 9.23% | 澳元兑美元 | 3.19% | | 中证500 | 4.34% | 石油石化 | 7.71% | 欧元兑美元 | 1.97% | | 韩国综合指数 | 3.08% | 钢铁 | 7.31% | 美元兄港元 | 0.01% | | 科创50 | 2.62% | 基础化工 | 7.29% | 欧元兑 ...

金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 美股收盘：三大指数涨跌不一 国防股遭特朗普点名打压 美东时间周三，美股三大股指走势出现分化。标普500指数收盘下跌，主要受摩根大通、黑石集团等金 融股下挫拖累；而英伟达和Alphabet逆势走强，推动纳斯达克指数小幅上涨，显示资金重新回流AI相关 股票。 标普500指数和道琼斯指数均在盘中触及历史新高后回落，最终收低，美国总统当天的一系列言论对行 情产生了重大冲击。 61岁女副董事长，自愿放弃百万年薪 新宏泽副董事长孟学宣布自2026年1月起自愿放弃全部薪酬，包括107万元年薪，以更专注于公司战略决 策。其作为公司实际控制人之一，已通过控股公司间接持有大量股权，对长期发展充满信心。此举旨在 支持公司业务发展，认为股权回报已足够。 雷军回应被指营销大师：很恶心听到这两个字 雷军直播回应"营销大师"标签，直言听到"营销"二字感到恶心。他强调小米成功的核心是产品与技术， 该标签源于早年节目玩笑，被竞争对手刻意放大以弱化小米的技术投入。雷军认为营销本是中性词，但 已被污 ...

美东时间周三，美股三大股指走势出现分化。标普500指数收盘下跌，主要受摩根大通、黑石集团等金 融股下挫拖累；而英伟达和Alphabet逆势走强，推动纳斯达克指数小幅上涨，显示资金重新回流AI相关 股票。 标普500指数和道琼斯指数均在盘中触及历史新高后回落，最终收低，美国总统特朗普当天的一系列言 论对行情产生了重大冲击。 在此前市场担忧估值过高后，投资者再度回流AI板块。Longbow首席执行官Jake Dollarhide表示："投资 者进入2026年的策略与去年如出一辙：买入科技股，然后放着不管。关于'AI行情已经结束'的传言被证 明并不成立。" 随着未来几周第四季度财报季的临近，华尔街整体估值依然偏高。根据LSEG数据，标普500指数目前的 预期市盈率约为22倍，虽低于11月的23倍，但仍明显高于五年均值19倍。 宏观数据方面，周三公布的数据显示，美国11月职位空缺数降幅超过预期，而另一份ADP报告显示，12 月私营部门就业增幅低于预期。 这些数据标志着此前因美国政府停摆而中断的经济数据发布恢复正常，但并未显著改变市场对美联储即 将降息的预期，投资者仍在等待周五公布的官方非农就业报告。 地缘政治方面，投 ...

Group 1: Tesla Performance - Tesla's stock price increased by 3.07%, reaching a record high of $489.88, with a total market capitalization of $1.6293 trillion [7] - The stock has seen a year-to-date increase of 21% [7] - Elon Musk's net worth rose to approximately $684 billion, making him the world's richest person, with a one-night increase of $8.2 billion [9][10] Group 2: Market Conditions - The U.S. stock market showed mixed results, with the Dow Jones down by 0.62% and the Nasdaq up by 0.23% [1] - The U.S. non-farm payroll report for November indicated an addition of 64,000 jobs, exceeding market expectations, but the unemployment rate rose to 4.6%, the highest in over four years [4] - Concerns about the U.S. economy were highlighted by stagnant retail sales in October, primarily due to weak auto and gasoline sales [5] Group 3: Oil Market - Oil prices have dropped significantly, with WTI crude oil falling to $55.17, marking the lowest level since early 2021 [11] - The decline in oil prices is attributed to concerns over oversupply, with prices decreasing for four consecutive trading days [11]

Group 1 - U.S. stock indices showed mixed performance, with Tesla rising over 3% to reach a new high [1] - Brent crude oil futures fell below $60 per barrel for the first time since May [3] - WTI crude oil dropped by 3%, reaching a new low not seen since February 2021 [4] - The U.S. non-farm payrolls for November exceeded expectations [5] - Morgan Stanley predicts a 600,000-ton supply gap in the copper market by 2026 [8] Group 2 - The Ministry of Commerce announced anti-dumping duties on imported pork and pork products from the EU, with rates ranging from 4.9% to 19.8% [1] - The offshore RMB surged, breaking above 7.04, while the onshore RMB surpassed 7.05 [2] - The competition in the food delivery sector remains intense, with riders returning to Meituan [3] - The Hong Kong Securities and Futures Commission has listed the "Hong Kong Stablecoin Exchange" as a suspicious virtual asset trading platform [4] - Douyin released a governance charter for the finance industry, prohibiting non-financially certified accounts from publishing financial professional content [5] - The world's first invasive brain-machine interface product for treating drug addiction has been approved in China [6] - Zhou Hongyi responded to allegations from a former executive regarding financial misconduct, stating it is completely contrary to the facts [7] - 360 Company clarified that relevant personnel never held core management positions and denied any financial fraud [8] - HASHKEY HLDGS, described as "Asia's largest on-chain service provider," saw a 1.05% decline in its dark market trading [9] - A-share company Moxie Co., Ltd. and Hong Kong-listed HASHKEY HLDGS are set to debut, with seven other stocks available for subscription [10] - Zhongke Electric announced plans to invest 7 billion yuan in a project to produce 300,000 tons of lithium-ion battery anode materials annually [11] - Jin Hua Co., Ltd. is highlighted as an investment cautionary tale, with its chairman receiving an administrative penalty from the Shaanxi Regulatory Bureau of the CSRC [12]

Market Performance - The three major U.S. stock indices showed mixed results, with the Dow Jones Industrial Average reaching a record high of 48,254.82 points, up 0.68% [2] - The S&P 500 index closed at 6,850.92 points, with a slight increase of 0.06%, while the Nasdaq Composite index fell by 0.26% to 23,406.46 points [2] Technology Sector - The majority of the U.S. tech giants experienced declines, with the tech giants index down by 0.80%. Notable movements included Microsoft up 0.48% and Nvidia up 0.33%, while META dropped 2.88% and Tesla fell 2.05% [4] - Other tech companies like Amazon and Google saw declines of over 1%, and Apple had a minor decrease of 0.65% [4] Commodity Prices - Gold prices surged significantly, with spot gold rising by 1.66% to $4,195.195 per ounce, and COMEX gold futures increasing by 2.11% to $4,203.1 per ounce [5] - In contrast, international oil prices saw a notable decline, with light crude oil futures for December delivery dropping by $2.55 to $58.49 per barrel, a decrease of 4.18%, and Brent crude oil futures for January down by $2.45 to $62.71 per barrel, a drop of 3.76% [7]