Core Viewpoint - International gold prices have reached a new historical high, surpassing $5200 per ounce, with a year-to-date increase of over 20% [1][6] Group 1: Price Movements - As of January 28, the London spot gold price peaked at $5247.628 per ounce, while COMEX gold reached $5238.6 per ounce [1][6] - The domestic futures market saw the Shanghai gold main contract reach a historical high of 1181.8 yuan per gram [1][6] - Domestic brand gold jewelry prices have been raised above 1600 yuan per gram, with specific brands like Chao Hong Ji and Lao Feng Xiang priced at 1618 yuan and 1620 yuan per gram respectively [1][6] Group 2: Market Drivers - The depreciation of the US dollar has significantly driven up precious metal prices [2][8] - Ongoing geopolitical tensions, particularly regarding Greenland, and uncertainties surrounding the new Federal Reserve chair nomination have contributed to market volatility [2][8] - Investment demand for silver remains resilient, although profit-taking pressures have led to significant intraday fluctuations [2][8] Group 3: Market Sentiment and Future Outlook - Analysts suggest that the current high volatility in precious metals is influenced by a weakening dollar and heightened market sentiment [3][8] - There is a growing concern about potential price corrections as the market approaches 2026, with investors beginning to focus on high-level retreat risks [3][9] - The divergence in fund flows between domestic and international markets is notable, with domestic investors increasing their positions in ETFs and physical investments, while international hedge funds and ETFs are reducing their silver holdings [4][9] Group 4: Fund Management Actions - E Fund announced the suspension of subscription and regular investment for its gold-themed LOF fund starting January 28, while redemption services will continue as usual [5][10] - Guotai Junan Fund also suspended subscription for its silver LOF fund to protect the interests of fund holders and maintain stable operations [5][10]

港股上午盘三大指数高开高走，大金融股、科技股、中字头股等权重集体拉升助力大市上扬，截止午 盘，恒生指数涨2.21%报27725点，创下2021年8月以来新高，国企指数涨2.37%，恒生科技指数涨 1.74%，市场做多情绪积极。 | 整体市场 [2 | | | | --- | --- | --- | | 恒生指数 | 恒生国企 | 恒生科技 | | 27725.25 | 9463.76 | 5854.72 | | +598.30 +2.21% +218.88 +2.37% +100.00 +1.74% | | | | 恒指期货 | 港股通50 | 恒生生物科技 | | 27710 | 4187.08 | 15758.45 | | +641 +2.37% | +94.90 +2.32% | +71.06 +0.45% | 金融科技表现抢眼，石油股、铝业股、半导体股、电信股等中字头股集体爆发。另外，航空股、家电 股、中医药股部分低迷。此外，零食连锁零售商鸣鸣很忙上市半日飙涨超70%，AI算力基建引爆全球光 纤需求，长飞光纤光缆盘中再创历史新高。 石油股涨幅居前，中海油涨超5%。据新华社，负责中东地区美军行动的美军中 ...

2026年1月27日，黄金市场延续了强势表现。 伦敦现货黄金价格突破5082美元/盎司，单日上涨0.87%；国内黄金T D价格报1141.5元/克，较前一日上涨7.43 元。 周大福、周大生等品牌黄金零售价突破1578元/克，单日涨幅超2%。 建设银行投资金条价格达1146.40元/克，工商银行如意金条1151.45元/克，单日涨 幅都超过1.5%。 回顾2025年，黄金市场呈现史诗级上涨。 伦敦现货黄金从年初约2650美元/盎司起步，累计涨幅达67%，年内超过50次刷新历史新高，最高逼近4600美元/盎 司关口。 国内黄金消费市场同样火热，主流品牌首饰金价从年初每克800元左右涨至年末的1360元附近，每克涨幅约560元。 所谓"重演历史"，是指当前驱动金价上涨的核心逻辑与历史上黄金大牛市的启动条件高度契合。 比如2008年金融危机后，黄金从800美元/盎司涨至1900美 元/盎司；2020年疫情期间，金价从1500美元/盎司飙升至2070美元/盎司。 这两轮行情背后都是全球不确定性上升、货币宽松和资产配置需求爆发的共同作 用。 当前金价上涨的第一个核心逻辑是央行购金潮持续加码。 截至2025年12月末，中 ...

Group 1 - The Hang Seng Index rose by 2.21%, gaining 598 points to close at 27,725 points, while the Hang Seng Tech Index increased by 1.74% [1] - Kuaishou-W (01024) saw a more than 3% increase, with UBS raising its target price to HKD 108 due to strong early-year performance in commercialization [1] - Oil stocks collectively rose, with CNOOC (00883) leading blue chips with a 5.7% increase, driven by multiple factors pushing oil prices up [1] Group 2 - Semiconductor stocks performed strongly, with AI-driven price increases across the entire semiconductor supply chain; Naxin Micro (02676) rose by 10%, while other companies like Zhaoyi Innovation (03986) and Huahong Semiconductor (01347) also saw significant gains [1] - Gold stocks continued their recent upward trend, with international gold prices surpassing USD 5,200 and several central banks announcing increases in gold reserves; Zhaojin Mining (01818) rose over 5% [1] - Huajian Medical (01931) surged over 12% after its subsidiary successfully developed a dual-platform testing solution for Nipah virus [2] Group 3 - Xinyu Technology (01729) increased by 5%, benefiting from high demand in AI computing power construction, with its MPO and server businesses expected to be core beneficiaries [3] - WanGuo Gold Group (03939) rose over 7% as international gold prices reached new highs, with Morgan Stanley suggesting that the gold rally is not yet over [4] - CGN Mining (01164) saw a rise of over 9%, with company performance expected to benefit from rising uranium prices and improved pricing mechanisms [5] Group 4 - Xindong Company (02400) increased by over 6%, with its game "Xindong Town" gaining popularity overseas, surpassing 10 million downloads for the international version [6] - New stock Mingming Busy (01768) debuted with a significant increase of over 70% on its first day of trading [7] - Southern Manganese (01091) fell over 16% due to significant losses reported by its Tian Deng subsidiary and severe losses at its Zunyi company [8]

1月28日，A股三大指数分化， 沪指震荡拉升，创业板指高开低走，一度跌超1%。 截至收 盘，沪指涨0.49%，深 成指涨0.09，创业板指跌0.37 。 沪深两市半日成交额1.91万亿，较上 个交易日放量393亿。市场跌多涨少，全市场超3500只个股下跌。 光伏、风电、医药医疗、机 器人等方向跌幅居前。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4160.01 | 14342.74 | 1874.68 | | +20.10 +0.49% +12.83 +0.09% -14.79 -0.78% | | | | 万得全A | 创业板指 | 北证50 | | 6869.19 | 3330.39 | 1565.69 | | +13.35 +0.19% -12.21 -0.37% +0.75 +0.05% | | | | 沪深300 | 中证500 | 中证A500 | | 4727.85 | 8585.95 | 5956.91 | | +22.16 +0.47% +37.01 +0.43% +26.49 +0.45% | | ...

截至午间收盘，沪指涨0.49%，报4160.01点，深成指涨0.09%，报14342.74点，创业板指跌0.37%，报3330.39点，科创50指数跌0.73%，报1544.62 点。沪深两市合计成交额19126.49亿元，全市场超3300只个股下跌。 责任编辑：栎树 资源股集体爆发，贵金属、油气方向领涨，中国黄金4连板，湖南黄金3连板，四川黄金10天6板，招金黄金8天5板，中国海油涨超7%续创历史新 高，石化油服、准油股份涨停。 分散染料概念集体走高，浙江龙盛、闰土股份、亚邦股份涨停。存储芯片概念表现活跃，普冉股份涨超15%续创历史新高，气派科技20CM涨停。 下跌方面，病毒防治概念集体下挫，之江生物跌超9%。 光伏股集体下跌，东方日升跌超7%，福斯特、钧达股份跌超5%，协鑫集成、天合光能、德业股份、亿晶光电、阳光电源跌超4%。 国内商品期货多数上涨，集运欧线涨超5%，沪铝、沥青、铝合金涨超4%，氧化铝涨超3%，沪金涨近3%，沪银、原油、燃料油、沪锌、沪锡涨超 2%，纯苯、尿素、甲醇、豆油涨超1%。跌幅方面，碳酸锂跌超2%，不锈钢、沪镍、多晶硅跌超1%。 股票频道更多独家策划、专家专栏，免费查阅>> ...

Group 1: Gold Price Surge - Spot gold prices have reached a new high, surpassing $5200 per ounce for the first time [1] - The surge in international gold prices has quickly transmitted to the domestic market, with major gold jewelry brands in China raising their prices significantly, with some brands quoting prices as high as ¥1614 per gram [2][3] Group 2: Market Predictions - Market sentiment remains optimistic about further increases in gold prices, with BMO Capital Markets predicting that gold futures could exceed $6000 per ounce by Q4 of this year [5] - Other major banks, including Bank of America and Société Générale, have also raised their gold price targets to $6000 per ounce, reflecting a broader trend among international investment banks to increase their gold price forecasts [5] Group 3: Gold Recovery from Electronics - A viral video demonstrating gold extraction from old SIM cards has sparked interest, claiming to extract over 190 grams of gold, valued at over ¥200,000 [6] - However, experts have clarified that the actual amount of gold recoverable from a single SIM card is significantly lower, with estimates suggesting only 0.02 milligrams per card, contradicting claims made in the video [8][9] - The process of extracting gold from electronic waste is complex and requires professional knowledge and legal compliance, as it involves hazardous materials [9][11]

截至午盘，沪指涨0.49%，深成指涨0.09%，创业板指跌0.37%，科创综指跌0.78%。 | 4162 | 000001[上证指数] 4160.01 0.49% | 0.53% | 现价 | 4160.01 | | --- | --- | --- | --- | --- | | | | | 涨幅 | 0.49% (20.10) | | 4151 | | 0.26% | 金额 | 8685.73亿 | | | | | 成交量 | 507.05亿 | | | | | 开盘 | 4150.22 | | 4140 | | 0.00% | 最高 | 4161.80 | | | | | 最低 | 4138.02 | | 4129 | | 0.26% | 市密率 | 17.3 | | | | | 市净率 | 1.5744 | | 4118 | | 0.53% | マキ | 4.82% | | 261.72亿 | | 261.72/7 | 52周高 | 4190.87 | | | | | 52周低 | 3040.69 | | 130.86亿 | | 130.86亿 总市值 | | 79.60万亿 | | | | | | ...

Group 1 - A-shares experienced significant market activity with 54 stocks hitting the daily limit up and 15 stocks hitting the limit down [1] - The gold sector showed strong performance, with companies like Yuguang Gold Lead and China Gold achieving consecutive limit up days, indicating heightened investor interest [1] - Precious metals also saw gains, with silver-related stocks like Silver Nonferrous achieving a seven-day limit up streak, reflecting a bullish trend in the market [1] Group 2 - Several companies in the zinc sector, such as Zinc Industry and China Nonferrous, also reached limit up, showcasing a positive sentiment in the non-ferrous metals market [1] - Notable continuous limit up stocks included *ST Chengchang with five consecutive days and Zhongnong United with four consecutive days, indicating strong market momentum for these companies [1] - Conversely, companies like *ST Aowei and *ST Wanfang faced significant declines, with *ST Aowei hitting the limit down for 14 consecutive days, highlighting the volatility and risks in the market [1]

基本面的扎实表现亦为黄金股提供了基本面的底气。以赤峰黄金为例，公司在三季报中展现了强劲的业 绩弹性：报告期内实现营业收入86.44亿元，同比增长38.91%；归母净利润20.58亿元，同比大幅增长 86.21%；基本每股收益增至1.14元/股，增幅达70.15%。单季度来看，第三季度实现营收33.72亿元(同比 +66.39%)，归母净利润9.51亿元(同比+140.98%)，业绩在高基数基础上加速提升。这主要得益于公司矿 金产量弹性的持续释放、多金属产量的稳定提升，以及黄金价格中枢的上行。 研报认为，在金价上涨的背景下，黄金资源股盈利预期增强，且目前黄金股估值仍处于较低水平，配置 机会凸显。 消息面上，国际金价的强劲表现是推动板块上涨的核心驱动力。现货黄金持续刷新历史新高，截至发稿 已报5221美元/盎司。受此提振，国内黄金饰品价格亦大幅上调。据当日多家黄金珠宝品牌公布的价格 显示，周生生足金首饰报价1614元/克，周大福报价1618元/克，老凤祥报价1620元/克，老庙黄金报价 1612元/克，终端市场呈现出浓厚的看涨氛围。 华西证券研报分析指出，本轮金价上涨具备坚实的宏观基本面支撑。随着12月降息落地， ...