智通财经APP讯，湖南白银(002716.SZ)披露2025年度业绩预告，公司预计归属于上市公司股东的净利润 2.85亿元至3.85亿元，同比增长67.88%至126.78%;扣除非经常性损益后的净利润2.65亿元至3.65亿元，同 比增长120.20%至203.29%。 ...

昨天说了，国内股市近期别碰，不知道还有多少头铁，今天看看盘面，还是熟悉的指数涨0.5%即打压，跌回原点又会反弹。有人说这样能不能做套利，我 觉得可以，第一个是期指，不过日内单手续费高，你可以换成T+1对锁，如果不懂这个就别参与，毕竟带杠杆万一超级主力有一天不上班，这法则就无法实 施，还容易亏钱，毕竟砸盘主力是人为压制，并不是市场的本意，这种你开空单亏了还下个不能怪谁。第二个是ETF做T+0，低买高卖挺容易的，锚定0.5% 的上下区间就行，不过同样是在一堆垃圾里挑吃的，我想问为啥非得盯A股？商品不香吗？海外不香吗？比如黄金白银大宗，每一个都在涨价，这些又是市 场自由博弈，没有超级主力砸盘，另外，海外半导体高景气延续，天天都是涨价，国内不给炒你不会去海外？这个市场已经烂透了，我觉得没啥好留恋的， 谈价值没价值，谈炒作禁炒作，谈耐心资金就是每天乖乖被锤天天市值新低，哪有这样天天对着各类投资者整的市场。所以现在黄金、白银上涨很快，也是 超级主力的功劳，不买黄金白银，难道去买医药白酒吗？ 中线策略分析：【整体情况】 今天统计的买盘力量是3000+，明显感觉盘面越来越强，而且超级主力越砸影响越少，主要原因从数据上就看到了 ...

特朗普昨日表示，不担心美元贬值可以让其像悠悠球一样涨跌。美元指数DXY在特朗普评论时先小幅拉升，随后大幅下跌超50点，创下2022年2月以来的新 低，非美货币趁势拉高，黄金价格走强。另外，28日消息，泰国央行行长宣布黄金交易禁止做空操作。 | 序号 类型 代码 | | 涨跌幅 ▼ 5日涨跌幅 | | --- | --- | --- | | 1 主 517400 黄金股票ETF | 10.00% | 19.82% | | 2 主 561330 矿业ETF | 7.38% | 15.11% | | 3 主 159881 有色60ETF | 7.37% | 13.99% | 数据来源：Wind，截至2026/1/28 收盘 现货黄金价格加速上冲站上5200美元/盎司整数关口，黄金股票、有色金属板块大涨。截至今日（1月28日）收盘，黄金股票ETF（517400）10cm涨停，矿业 ETF（561330）涨幅7.38%，有色60ETF（159881）涨幅7.37%。 【上涨原因分析】金银继续狂飙 今日，国际现货黄金延续大涨势头，盘中首次突破5200美元，日内涨幅扩大超1%。 近期黄金价格的上涨不仅源于其避险属性，也受益 ...

来源：大象新闻综合自河南都市频道、新京报 Wind数据显示，2026年开年以来，伦敦现货白银与COMEX白银期货年内累计涨幅均已超过45%。2025 年开年至最新交易日，两者累计涨幅突破200%，表现超越同期国际金价。 专家提醒，对普通投资者，警示其远离杠杆交易，白银当前投机工具属性相对凸显，盲目追高易致本金 亏损；对机构，需警惕逼空陷阱，通过黄金对冲、期权套保控制风险，避免仓位过度集中。 近日，黄金价格暴涨的同时，白银价格也一路飙升。 1月27日，记者走访白银市场时发现，近期白银销量增长明显。商家称，最近白银一天要涨三、四元， 买的越多赚的越多，一天的白银销量顶过去2年！有老顾客20多万购进的银砖，现在直接以40多万价格 售出，净赚20余万！ ...

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]

Group 1 - The current trading price of London silver is above $113.72, with an opening price of $112.14 and a peak of $114.34, indicating a bullish short-term trend [1] - President Donald Trump announced plans to appoint a new Federal Reserve Chair, aiming for a leadership that aligns with his monetary policy goals, which he believes will lead to significant interest rate cuts [1] - Trump criticized the current Fed Chair Jerome Powell, referring to him as "slow-moving Powell," and has been vocal about the need for the Fed to lower interest rates more aggressively [1] Group 2 - The technical analysis of silver prices shows a parabolic upward trend, but there are signs that buying momentum may be waning, indicated by a divergence between price highs and the Relative Strength Index (RSI) [2] - For a continuation of the bullish trend, silver prices need to break above $110.00; otherwise, the risk of a pullback increases, especially if prices fall below $100.00 [2] - The first support level for silver is at the January 23 low of $96.14, followed by the swing low of $90.46 from January 21 [2]

Group 1 - Corning, a veteran glass manufacturer, secured a significant contract with Meta, which is expected to boost the CPO and storage chip sectors in the A-share market [1][14] - The A-share market saw a mixed performance with the Shanghai Composite Index slightly up by 0.29%, while the Shenzhen Component and ChiNext indices experienced declines of 0.19% and 0.24% respectively [1][2] - The precious metals sector in the A-share market continued to surge, with gold stocks like Zhaojin Mining and Sichuan Gold hitting the daily limit [6][7] Group 2 - The Hang Seng Index in Hong Kong rose over 1%, reaching its highest level since 2021, with technology and semiconductor stocks showing strong rebounds [1][11][17] - The bond market showed fluctuations, with the 30-year treasury futures contract increasing by 0.07% [3][4] - Domestic commodity futures displayed mixed results, with gold and asphalt prices rising significantly, while lithium carbonate and other commodities saw declines [4][5]

Group 1: International News - The international precious metals market has shown significant volatility, with spot gold prices rising by 3.52% to a historic high of $5187.37 per ounce on January 27, 2023 [1][12] - COMEX gold futures increased by 1.82%, closing at $5175.10 per ounce, with a peak of $5187.20 during electronic trading [1][12] - Silver market experienced more volatility, with New York silver futures rising by 6.66% to surpass $113 per ounce, later retreating to below $111, resulting in a daily increase of 4.73% [1][12] Group 2: Energy Market - U.S. natural gas futures saw significant fluctuations, initially rising over 7% to $7.284 per million British thermal units, before dropping by 15% to $5.772 due to recovering production and declining demand [2][13] - Crude oil prices experienced slight increases, with WTI crude surpassing $62 per barrel, up 2.28%, and Brent crude exceeding $66 per barrel, up 1.92% [2][13] Group 3: Foreign Exchange Market - The U.S. dollar index (DXY) continued to decline, with a daily drop of 0.95% to 96.17 points, nearing a four-year low [3][14] - Non-U.S. currencies appreciated, with the euro rising by 0.6% against the dollar and the British pound increasing by nearly 0.7% to $1.3787, the strongest level since October 2021 [3][14] Group 4: U.S. Stock Market - The U.S. stock market showed mixed performance, with the Dow Jones falling by 0.83%, while the Nasdaq rose by 0.91% and the S&P 500 increased by 0.41%, reaching an intraday record high of 6986.38 points [4][15] - Major tech stocks mostly rose, with Micron Technology up over 5%, Intel up over 3%, and Amazon and Microsoft both up over 2% [4][15] Group 5: Corporate Developments - AI startup Anthropic plans to double its fundraising target to $20 billion, with a valuation reaching $350 billion [9][17] - Boeing anticipates delivering 500 737 aircraft by 2026, aiming for positive free cash flow between $1 billion and $3 billion [10][17]

文 任泽平 2024年以来，股市气贯长虹、振奋人心，黄金白银爆发史诗级行情，背后是什么原因？未来还能涨多高？ 我在2021年提出"乱世黄金"，2024年9月提出"信心牛"，2025年提出"拥抱康波周期，大宗商品元年"，均被验证。 这些判断均是基于20多年对宏观周期的分析框架，宏观周期不同于短周期、技术层面的噪音分析，是看长远、看本质的更高维层面，坚持长 期主义和理性精神的判断。 1、对股市和房市的看法 拥抱康波周期，不要成为老登。 慢牛，就是老登负责慢，小登负责牛。 有了对康波周期的判断，当前这个世界发生的一切就都得到了解释：科技革命，AI爆发，大宗商品元年，地缘动荡，全球放水。 房地产市场显著回升还需要再等等 ，现在主要是促进止跌回稳，重点发展新基建、新质生产力，打造新引擎。 不要错过康波周期，这是我们这代人的红利，拥抱信心牛、科技牛和大宗商品。 房地产长期看人口，中期看土地，短期看金融。10多年前，我提出行业分析框架。2015年判断"一线房价翻一倍"，2020年判断"房地产将 出现历史性大顶"。有同学听了我的建议，前几年卖出房子，买入黄金和科技股。 本人对房地产市场的判断，一直追求专业、理性、负责任。 2 ...

一家头部精炼商兼交易商表示，白银此番创纪录的涨势，源于史无前例的实物需求与投机资金，在流动性相对不足的市场中形成共振。 全球局势动荡叠加所谓的"货币贬值交易"——投资者撤离主权债券和法币市场，转而追捧贵金属等硬资产——成为白银本轮暴涨的核心支撑。而白银的涨势 比黄金更为强劲、迅猛，日内价格剧烈波动，也反映出市场已被投机资金全面主导。 这一现象的部分原因在于白银市场流动性更低。按当前价格及伦敦市场平均成交量计算，伦敦黄金市场的单日交易规模约为白银的五倍，即便如此，白银近 期的价格波动幅度也远超正常水平。 MKS PAMP集团首席执行官詹姆斯・埃米特（James Emmett）在接受彭博社采访时表示："目前白银的需求规模达到了前所未有的水平。白银市场传统上并 非投机性极强的市场，而如今短期交易资金对价格走势的推动作用，无疑愈发显著。" 白银价格去年涨幅超一倍，创下1979年以来最佳年度表现；2026年迄今，涨势仍在延续，涨幅进一步扩大至50%。本周一，白银价格突破每盎司117美元创 历史新高，日内涨幅创下2008年全球金融危机以来的最大纪录。 埃米特称，投资者的"踏空焦虑"推动其纷纷入场，开始"追涨操作"。部分投 ...