摘要今日周四(1月29日)亚盘时段，黄金期货目前交投于1252.90附近，截至发稿，黄金期货暂1243.22元/ 克，涨幅7.37%，最高触及1252.98元/克，最低下探1180.00元/克。目前来看，黄金期货短线偏向看涨走 势。 今日周四(1月29日)亚盘时段，黄金期货目前交投于1252.90附近，截至发稿，黄金期货暂1243.22元/克， 涨幅7.37%，最高触及1252.98元/克，最低下探1180.00元/克。目前来看，黄金期货短线偏向看涨走势。 分析指出，新政不仅为稳汇率、保出口，更意在防范风险：国际金价突破5000美元/盎司背景下，泰国 线上平台投机性强、监管缺失，易引发价格波动及跨境资金风险，新规可填补空白，协同反洗钱部门遏 制洗钱、逃税等非法流动。专家预计，部分东南亚短线资金或转向纽约期金、伦敦金，或加剧国际贵金 属市场波动。 【最新黄金期货行情解析】 沪金主力合约AU2606于2026年1月29日盘中突破1240元/克，收盘报1196.80元/克，单日涨幅超3%，创 历史新高，技术面呈现强势突破格局。价格持续站稳5日与20日均线之上，成交量显著放大，MACD红 柱扩张，RSI维持在68附近 ...

Group 1 - A-shares saw 49 stocks hitting the daily limit up and 14 stocks hitting the daily limit down during the first half of the trading day on January 29 [1] - The precious metals sector was active, with silver-related stocks achieving an 8-day consecutive limit up, and Western Gold reaching 4 limit ups in 7 days [1] - The short drama concept gained strength, with Tian Di Online achieving 5 limit ups in 9 days, and Hengdian Film and Television, Guangdong Media also hitting the limit up [1] Group 2 - Among the consecutive limit up stocks, China Gold achieved 5 consecutive limit ups, Zhejiang Wenhu Interconnection reached 4 limit ups in 8 days, and Jinchen Co. had 3 limit ups in 5 days [1] - Several stocks faced consecutive limit downs, including *ST Aowei with 15 consecutive limit downs, *ST Wanfang with 13 consecutive limit downs, and *ST Yanshi with 4 consecutive limit downs [1] - Other stocks like *ST Dongjing and ST Yingfeitop experienced 3 consecutive limit downs, while *ST Sailong and others faced 2 consecutive limit downs [1]

Core Viewpoint - The A-share market showed mixed performance in early trading, with the Shanghai Composite Index slightly declining while the Shenzhen Component Index experienced a marginal increase [1]. Market Performance - As of the midday close, the Shanghai Composite Index was at 4147.15 points, down by 0.10% - The Shenzhen Component Index stood at 14344.96 points, up by 0.01% - The ChiNext Index reported a decline of 0.05%, closing at 3322.00 points [1]. Sector Performance Top Performing Sectors - Precious Metals: Increased by 7.28%, with a total trading volume of 1454.32 million hands and a net inflow of 542.70 million yuan - Cultural Media: Rose by 4.54%, with a trading volume of 5188.46 million hands and a net inflow of 819.58 million yuan - Oil and Gas Extraction and Services: Gained 3.13%, with a trading volume of 2916.06 million hands and a net inflow of 223.11 million yuan [2]. Underperforming Sectors - Electronic Chemicals: Decreased by 1.81%, with a trading volume of 514.94 million hands and a net outflow of 11.54 million yuan - Components: Fell by 1.52%, with a trading volume of 733.32 million hands and a net outflow of 29.22 million yuan - Non-metallic Materials: Declined by 1.26%, with a trading volume of 90.45 million hands and a net outflow of 1.70 million yuan [2].

免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。 每日经济新闻 | 指数 | 最新 | 涨跌幅 | | --- | --- | --- | | 上证指数 | 4147.15 | -0.1% | | 深证成指 | 14344.96 | 0.01% | | 创业板指 | 3322.0 | -0.05% | | 沪深300 | 4713.5 | -0.1% | （记者 王晓波） 每经AI快讯：北京时间1月29日11:30，上证指数早盘下跌4.09点，跌幅为0.1%，报收4147.15点，成交额9042.04亿元；深证成指 上涨2.07点，涨幅为0.01%，报收14344.96点，成交额11123.38亿元；创业板指下跌1.56点，跌幅为0.05%，报收3322.0点，成交 额5125.3亿元；沪深300下跌4.49点，跌幅为0.1%，报收4713.5点，成交额5316.3亿元。 涨幅前五的行业分别是贵金属7.29%、文化传媒4.19%、采掘行业3.23%、房地产服务2.92%、房地产开发2.15%。 跌幅居前的行业分别是电子化学品-1.69%、电源设备-1.28%、电网设备-1. ...

Market Overview - The three major indices turned negative during the session, with the Shanghai Composite Index experiencing narrow fluctuations, the ChiNext Index rising and then falling, and the Sci-Tech 50 Index dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.02 trillion yuan, an increase of 103.9 billion yuan compared to the previous trading day [1] - Over 2,800 stocks in the market declined, indicating a broad market downturn [1] Sector Performance - Precious metals sector showed repeated activity, with Western Gold achieving four consecutive daily limits, China Gold with five consecutive limits, and Hunan Gold with four consecutive limits [1] - Oil and gas stocks continued to perform strongly, with Tongyuan Petroleum rising over 10% [1] - AI application concepts were active, with Zhejiang Wenlian achieving four limits in eight days, and companies like Yinsai Group and Yue Media hitting the daily limit [1] - The banking sector saw sustained growth, with Qingdao Bank hitting the daily limit [1] - The real estate sector experienced a rebound, with stocks like Dayue City, Sanxiang Impression, and I Love My Home hitting the daily limit [1] - The semiconductor industry chain showed weak performance, with Beijing Junzheng and Shenkong shares dropping over 6% [1] Trading Metrics - The limit-up performance rate was 63.00%, with 47 stocks hitting the limit and 28 stocks touching the limit [4] - The limit-up performance from the previous day was 3.76%, with a high opening rate of 75% [4]

1月29日早间，沪指窄幅震荡，创业板指冲高回落。截至午间收盘，沪指跌0.1%，深证成指涨0.01%，创业板指跌0.05%。盘面上 看，AI应用端持续活跃，因赛集团、浙文互联等多股涨停。贵金属板块持续走强，中国黄金5连板，湖南黄金4连板。基本金属 板块震荡拉升，白银有色8连板，怡球资源等多股涨停。房地产板块拉升，深深房A等涨停。下跌方面，林业、半导体板块等跌 幅居前。 | | | 东财概念指数 | | | | | 东财行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 昨日连板 含 一字 | 快手概念 | 昨日连板 | Sora概念 | 短剧互动游 戏 | 体育 | 营销服务 | 需要遇 | 房地产服务 | 广播电视 | | 7.41% | 6.73% | 6.70% | 6.14% | 5.80% | 8.97% | 8.30% | 4.19% | 4.07% | 3.55% | | 昨日涨停_含 一字 4.81% | Al语料 4.77% | 小红书概念 4.69% | 昨日涨停 4.66% | Web3.0 ...

专题：牛市不言顶？金价一路狂飙站上5500美元！ "鉴于前所未有的波动性，我会将贵金属市场标记为'失灵'，"MKS PAMP的尼基·希尔斯（Nicky Shiels） 对CNBC表示。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 文章来源：金十数据 黄金周四延续其无情的涨势，突破每盎司5500美元，再创历史新高。白银在2025年录得超过145%的涨 幅后，于周四首次突破每盎司117美元，今年以来，这种白色金属已上涨近65%。这股涨势带动了从铂 金到钯金的整个贵金属板块，甚至波及基础金属。 "我们自去年年初就一直在预测黄金价格的飙升，"Yardeni Research的总裁埃德·亚德尼（Ed Yardeni）表 示。但他补充道："但这已经演变成所有贵金属、许多基础金属和稀土矿物价格的飙升。" 分析师们将需求归因于投资者寻求规避地缘政治紧张局势、政府债务膨胀以及利率和货币前景不确定性 等多重风险的冲击。央行持续购金为黄金提供了支撑，而对最终货币宽松的预期也增强了无息资产相比 作为避险资产的美国国债的吸引力。 白银狂飙 白银放大了这一涨势，其作为工业金属的角色提供了支撑，与太阳能、电子产品和电 ...

专业研究·创造价值 1 / 13 请务必阅读文末免责条款 投资咨询业务资格：证监许可【2011】1778 号 期货研究报告 资讯早班车-2026-01-29 一、 宏观数据速览 | 发布日期 | 指标日期 | 指标名称 | 单位 | 当期值 | 上期值 | 去年同期值 | | --- | --- | --- | --- | --- | --- | --- | | 2026-01-19 | 2025/12 | GDP:不变价:当季同比 | % | 4.5 | 4.8 | 5.4 | | 2025-12-31 | 2025/12 | 制造业 PMI | % | 50.1 | 49.8 | 50.1 | | 2025-12-31 | 2025/12 | 非制造业 PMI:商务活动 | % | 50.2 | 50.0 | 52.2 | | 2026-01-15 | 2025/12 | 社会融资规模:当月值 | 亿元 | 22075 | 35299 | 28537 | | 2026-01-15 | 2025/12 | M0:同比 | % | 10.2 | 11.5 | 13.0 | | 2026-01-15 | 202 ...

与此同时，市场对2025–2026年降息周期的强烈预期（联邦基金利率期货显示2025年降息概率超70%） 形成"加息终点临近"的定价共识，实际利率（10年期TIPS收益率1.8%）与名义利率倒挂进一步强化黄 金配置价值，历史数据显示近三次加息周期结束后6个月内黄金平均涨幅达15%；全球地缘冲突持续、 美债规模突破37万亿美元、IMF预警2024年全球GDP增速降至2.7%，促使资金撤离风险资产，黄金ETF 持仓量逆势增长23%至2021年以来最高水平，凸显其"终极避险资产"属性。 COMEX黄金未平仓合约于2024年4月突破60万手，算法交易与CTA基金基于波动率突破策略形成"加息 →美元走弱预期→金价上涨→更多买盘"的正反馈循环，黄金与实际利率的脱敏现象反映市场对通胀韧 性的深度定价。 更关键的是，全球央行连续15年净购金（2022–2024年累计增持3177吨），新兴市场占比超70%，中国 央行2024年增持42吨使黄金储备占比升至4.3%，推动人民币国际化进程，黄金在全球储备中占比升至 28.9%，美元占比跌破60%，标志着黄金正从避险工具演变为全球货币体系重构中的战略锚定资产，其 上涨本质是美元信用裂 ...

我们不是资讯的搬运工 而是有态度的发现者 万和财富早班车 2026年1月29日 | 品种 | 收盘 | 涨跌幅 | 品种 | 收盘 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 上证指数 4151.24 | | 0.27% | 上证当月连续 | 3065.6 | -0.03% | | 深证成指 14342.89 | | 0.09% | 沪深当月连续 | 4727.8 | 0.08% | | 创业板指 | 3323.56 | -0.57% | 恒生期货指数 | 35848.43 | 2.66% | 宏观消息汇总 1.国家药监局: 《采用脑机接口技术的医疗器械范式设计与应 用规范运动功能重建》等2项医疗器械行业标准立项。 2国家能源局:截至2025年底,全国累计太阳能发电装机容量 12亿千瓦，同比增长35.4%。 3.国务院国资委：大力推进战略性、专业化重组和高质量并购。 2.盈新发展(000620)：拟5.2亿元收购长兴半导体60%股权，切入 存储芯片领域。 3.中牧股份(600195)：预计2025年度实现归属于上市公司股东的 净利润1.49亿元到1.92亿元 ...