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港股午评:恒指微涨0.03%、科指跌0.06%,商业航天及黄金股走高,科技股走势分化,光伏及航空股表现疲软
Jin Rong Jie· 2026-01-09 04:11
盘面上,大型科技股走势分化,阿里巴巴涨2.81%,腾讯控股跌0.73%,京东集团涨2.95%,小米集团跌 0.42%,网易跌1.64%,美团跌2.38%,快手涨2.85%,哔哩哔哩涨3.32%;;商业航天概念强势,亚太卫 星涨超15%;黄金股涨幅居前,山东黄金涨超6%;光伏太阳能股走弱,协鑫科技跌超8%;内房股、航 空股集体弱势;大模型企业MiniMax上市首日午间收涨超78%报294港元。 企业新闻 1月9日,港股高开后维持震荡下行走势,盘中股指集体转跌,截止午盘,恒生指数涨0.03%报26158.21 点,恒生科技指数跌0.06%报5674.78点,国企指数涨0.04%报9042.8点,红筹指数涨0.07%报4097.29点。 万科企业(02202.HK):郁亮因到龄退休辞任公司董事、执行副总裁职务。 宝龙地产(01238.HK):2025年合约销售总额约72.72亿元,同比减少43.13%。 中广核电力(01816.HK):2025年总上网电量约为2326.48亿千瓦时,同比增长2.36%。 捷利交易宝(08017.HK):2025年12月,新增机构客户数量7个,同比增长1个;注册用户数量为约88.67 ...
时隔10年,沪指盘中再破4100点 两市半日成交额超2万亿
Sou Hu Cai Jing· 2026-01-09 04:10
扬子晚报网1月9日讯(记者 范晓林)1月9日,截至午盘,沪指时隔10年盘中再度突破4100点。沪深两市半日成交额2.06万亿,较上个交易日放量2963亿。 | ◀ 上证指数 ▶ | | | | | --- | --- | --- | --- | | 1A0001 | | | | | 4110.80 | | | | | +27.82 +0.68% 10:58 | | | 加自选 | | 今开 4086.76 最高 4121.70 | 成交量 | 227.01万 | | | 昨收 4082.98 最低 4083.62 | 成交额 | 37.78亿 | | | 量比 -- 委比 -- | 振 信 | | 0.93% | | lia 直播 指数4000点后! 哪些ETF还有布局机会? | | | | | 分时 王日 日K 周K | 月K 更多 ▼ | | | | 领先4118 数值4110.80 +27.82 +0.68% | | | | | 4121.75 | | | | | | | | 0.00% | | 4042.56 | | | -0.99% | | 09:30 10:58 11:30/13:00 | | | ...
金风科技午前涨超5% 大和将评级上调至“跑赢大市”评级
Xin Lang Cai Jing· 2026-01-09 03:57
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 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 蓝箭航天近日向科创板递交招股书申报稿,招股书显示,金风科技旗下江瀚资产持有蓝箭航天4.14%股 权,为该公司第六大股东。大和认为,金风的潜在投资收益将支撑其短期盈利表现,叠加SpaceX拟议 的IPO,或驱动显著重估,对金风H股评级由"持有"上调至"跑赢大市",H股目标价由13元港调升至17港 元。 责任编辑:卢昱君 蓝箭航天近日向科创板递交招股书申报稿,招股书显示,金风科技旗下江瀚资产持有蓝箭航天4.14%股 权,为该公司第六大股东。大和认为,金风的潜在投资收益将支撑其短期盈利表现,叠加SpaceX拟议 的IPO,或驱动显著重估,对金风H股评级由"持有"上调至"跑赢大市",H股目标价由13元港调升至17港 元。 责任编辑:卢昱君 金风科技(02208)午前股价上涨5.52%,现报17.01港元,成交额27.04亿港元。 金风科技(02208)午前股价上涨5.52%,现报17.01港元,成交额27.04亿港元。 ...
金风科技盘中涨超14% 大和称对蓝箭航天潜在投资收益将支撑金风短期盈利表现
Zhi Tong Cai Jing· 2026-01-09 03:20
消息面上,蓝箭航天近日向科创板递交招股书申报稿,招股书显示,金风科技旗下江瀚资产持有蓝箭航 天4.14%股权,为该公司第六大股东。大和认为,金风的潜在投资收益将支撑其短期盈利表现,叠加 SpaceX拟议的IPO,或驱动显著重估,对金风H股评级由"持有"上调至"跑赢大市",H股目标价由13元港 调升至17港元。 金风科技(002202)(02208)盘中涨超14%,截至发稿,涨7.2%,报17.28港元,成交额23.39亿港元。 ...
2026年可能出现的10个惊喜
Sou Hu Cai Jing· 2026-01-09 02:10
Core Insights - The article discusses the release of "10 Surprises for 2026" by TBS and Bloomberg, continuing the legacy of Byron Wien, who was known for his contrarian market insights and predictions [1][2] Group 1: Predictions Overview - The predictions cover six key areas: autonomous driving, real estate, technology capital, monetary policy, trade policy, and cryptocurrency, each challenging market expectations [4] - Waymo's autonomous taxis are expected to expand into more U.S. cities by 2026, leading to discussions about banning human driving in urban centers [4] - New York City's rental policies are shifting towards taxing vacant properties, which is anticipated to slightly reduce rental prices amid housing supply challenges [5] - SpaceX's IPO is projected to significantly increase the valuation of Elon Musk's business empire, potentially making him the world's first trillionaire [6] Group 2: Monetary and Trade Policies - The Federal Reserve is expected to maintain its current interest rate policy in 2026, resisting calls from former President Trump for rate cuts, emphasizing a focus on long-term economic stability [8] - The U.S. Supreme Court is likely to uphold Trump's tariff measures, which are not expected to have a significant impact on inflation, alleviating concerns about tariffs driving up prices [9] Group 3: Cryptocurrency Insights - Bitcoin is projected to attempt to reach its historical high from October 2025 but is unlikely to succeed, with its volatility expected to decrease, enhancing its perception as a store of value [10] - Financial products linked to Bitcoin are set to be introduced, targeting the baby boomer generation, which may broaden the appeal of cryptocurrency investments [10] Group 4: Anticipation for Remaining Predictions - The remaining four predictions have yet to be disclosed, generating significant interest among global investors and policy researchers, highlighting the value of contrarian thinking in identifying overlooked risks and opportunities [11]
中国正能量|让时代强音与奋进步伐共鸣激荡
Huan Qiu Wang· 2026-01-09 01:48
Core Viewpoint - The "2025 China Positive Energy Network Boutique Collection and Broadcast Activity" aims to inspire the Chinese people by connecting national glory with individual roles, showcasing the achievements of the nation and the contributions of its citizens in the journey towards national rejuvenation [1][2][3] Group 1: Economic and Technological Development - In 2025, China's economy is expected to exceed 140 trillion yuan, marking significant progress amidst complex domestic and international conditions [1] - China has become one of the fastest-growing economies in terms of innovation, with advancements in artificial intelligence, chip development, and space exploration [2] - The country is witnessing a surge in innovative breakthroughs, which are essential for transforming its economic structure from large to strong [2] Group 2: Collective Efforts and Individual Contributions - The achievements of the new era are built on the collective efforts of individuals across various sectors, from researchers to farmers, highlighting the importance of unity and hard work [3] - The activity celebrates the spirit of struggle and the contributions of ordinary heroes, fostering a sense of community and shared purpose among the Chinese people [3] - The ongoing collection and broadcast activity is expected to further motivate citizens to strive for progress and contribute to the nation's future [3]
【早知道】中国石化与中国航油实施重组;OpenAI进军医疗健康领域
Sou Hu Cai Jing· 2026-01-09 00:27
人民财讯1月9日电,【摘要】商务部回应审查Meta收购Manus:企业从事对外投资等活动须符合中国法 律法规。工信部牵头警示锂电池产业非理性竞争,十余家头部企业参与。广州:推动南沙中科宇航液体 火箭总装测试基地建设和黄埔星河动力火箭总装基地尽快落地。OpenAI进军医疗健康领域,多家公司 瞄准AI医疗健康市场。国开行:2025年支持养老领域投放资金近200亿元。江西:推进企业上市"映山红 行动"升级工程,支持科技型企业制定上市规划。中国石油化工集团有限公司与中国航空油料集团有限 公司实施重组。 ...
A股重要指数今天调整;摩尔线程最新发布……盘前重要消息一览
Zheng Quan Shi Bao· 2026-01-09 00:27
Group 1 - The China Securities Index Co., Ltd. announced adjustments to the CSI 1000, CSI 500, and CSI A500 indices, effective after the market close on January 9, 2026. Notable inclusions are Chipone Technology in the CSI 500, Mingyue Optical in the CSI 1000, and BGI Genomics in the CSI A500, while ST Renfu is removed from both the CSI 500 and CSI A500, and Chipone Technology is removed from the CSI 1000 [4] - China Petroleum & Chemical Corporation and China Aviation Oil Holding Company are undergoing a merger approved by the State Council [6] - The Guangzhou Municipal Government has issued a plan to accelerate the construction of an advanced manufacturing city from 2024 to 2035, focusing on reusable rocket technology and establishing testing bases for large liquid rockets [6] Group 2 - On January 8, polysilicon futures hit the limit down with a decline of 9%. Reports indicate that the State Administration for Market Regulation held a meeting with major solar companies to address monopoly risks and compliance requirements [6] - MoreThread has officially released version 1.1 of its open-source large model distributed training simulation tool, SimuMax, which upgrades from a single tool to an integrated full-stack workflow platform [9] - Vanke A announced the resignation of its executive vice president, Yu Liang, due to retirement [12]
音频 | 格隆汇1.9盘前要点—港A美股你需要关注的大事都在这
Xin Lang Cai Jing· 2026-01-08 23:12
格隆汇1月9日|国际要闻: 13、A股投资避雷针︱贝斯美:子公司永安化工收到检察机关起诉书;振芯科技:控股子公司收到违规 处理决定。 大中华区要闻: 1、美股三大指数收盘涨跌不一,英特尔跌超3%,中概指数涨1.09%; 2、WTI 2月原油期货收涨3.16%,报57.76美元/桶; 3、美联储理事米兰呼吁宽松救市 称今年应该降息150个基点; 4、年度商品指数调仓周四启动 超百亿美元被动卖盘将冲击金银; 5、芝商所再出手 近期第三次上调贵金属期货保证金; 6、特朗普政府考虑砸钱说服格陵兰人"加入"美国; 7、特朗普称已决定美联储主席人选; 8、特朗普:我不需要国际法; 9、矿业巨头嘉能可与力拓重启合并谈判; 10、马斯克称终极目标是每年生产1万艘星舰飞船; 11、委内瑞拉股指近期暴涨124% 外国投资者寻求入场机会; 12、"求稳"高于一切 委内瑞拉新高层以石油出口换取执政生机; 13、伊朗外长称做好准备应对战争; 14、雀巢:已在至少50个国家启动召回部分奶粉; 1、英伟达要求中国客户订购H200芯片付全款; 2、中国据报最快本季内批准进口英伟达H200芯片 3、商务部回应审查Meta收购Manus:企业从 ...
金十数据全球财经早餐 | 2026年1月9日
Jin Shi Shu Ju· 2026-01-08 23:10
Group 1 - The Federal Reserve is expected to lower interest rates by 150 basis points this year [3] - The CME has announced an increase in margin requirements for gold, silver, platinum, and palladium futures [12] - The U.S. is discussing a payment of $10,000 to $100,000 to buy Greenland residents [10] Group 2 - The U.S. stock market showed mixed results, with the Dow Jones up by 0.55% and the Nasdaq down by 0.44% [4] - The Hang Seng Index fell by 1.17%, with significant declines in technology stocks [5] - A-shares maintained a volatile trend, with the Shanghai Composite Index down by 0.07% [6] Group 3 - The international oil market saw a rebound, with WTI crude oil rising by 3.61% to $58.33 per barrel [3][7] - Gold prices increased by 0.47%, closing at $4,477.42 per ounce [7] - The market is preparing for a significant sell-off of futures contracts worth billions [3]