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金十数据全球财经早餐 | 2026年1月27日
Jin Shi Shu Ju· 2026-01-26 23:05
男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 上海话版 下载mp3 东北话版 下载mp3 西南方言版 下载mp3 今日优选 欧佩克+代表:三月或维持停止增产的产量政策 日本央行账户数据没有明确迹象显示上周五干预汇市 1月底前美国政府停摆的概率约为8成 特朗普表示,伊朗局势"瞬息万变",但他认为伊朗确实想要达成协议 特朗普:将韩国对等关税从15%提高至25% 中国人民银行召开2026年宏观审慎工作会议 市场盘点 周一,美元在兑一篮子货币汇率跌至四个月低点后持续疲软,而日元则因市场对美日联合干预汇市的猜测大幅上涨。美元指数最终收跌 0.436%,报97.04;基准的10年期美债收益率走低,最终收报4.2180%,对美联储政策利率敏感的2年期美债收益率收报3.598%。 由于美元疲软增强了需求,贵金属价格再创新高,但随后剧烈波动回落。现货黄金盘中突破5100美元/盎司,美盘午后震荡走低跌破5000美元 关口,最终收涨0.45%,报5008.55美元/盎司;现货白银盘中冲上117/盎司,日内一度暴涨14%,创全球金融危机以来最大盘中涨幅,随后自高 位大幅回落,抹去日内所有涨幅转跌,最终收涨0 ...
上证早知道|280亿元,紫金矿业拟收购黄金资产!亚马逊,云服务涨价!商业航天,招标2.2亿元
Shang Hai Zheng Quan Bao· 2026-01-26 22:55
Company News - Puran股份预计 2025年净利润约为2.05亿元,同比减少29.89% [13] - Chunzhong Technology预计 2025年度归属于上市公司股东的净利润为2.65亿元至2.90亿元,同比增长208.86%至238.00% [13] - SanSheng Guojian发布2025年年度业绩预告,预计归属于上市公司股东的净利润为29亿元左右,同比增长311.35% [13] - Haili股份预计2025年度实现归母净利润为6500万元到7800万元,同比增加92%到130% [13] - Youhao Group预计2025年度实现归母净利润为1450万元至1650万元,同比增加357%到420% [13] - Duofluor预计2025年度归属于上市公司股东的净利润为2.00亿元–2.80亿元,上年同期亏损3.08亿元,受益于新能源汽车及储能市场需求的快速增长 [13] - Haike New Source与比亚迪锂电池签署长期合作协议,协议有效期为3年,每年至少供应10万吨产品 [14] - Zijin Mining控股的Zijin Gold International计划以44加元/股的价格收购Allied Gold Corporation,收购对价约为55亿加元(约合人民币280亿元) [15] - Tongfu Microelectronics控股股东华达集团减持公司股份1500万股,减持后持股比例为18.80% [15] Industry Insights - Amazon Web Services (AWS) recently raised prices for its EC2 machine learning capacity blocks by approximately 15%, indicating a significant shift in cloud computing pricing logic amid AI resource shortages [10] - The National Health Commission of China is promoting high-quality development in the traditional Chinese medicine industry, encouraging the establishment of county-level medical communities and accelerating product innovation [11] - The gold market is experiencing a surge, with international gold prices reaching historical highs, driven by factors such as real interest rates and geopolitical situations [6] - The demand for silver is increasing due to its essential role in solar energy, electric vehicles, and data centers, leading to accelerated price growth [6] - The A-share market has seen a significant increase in trading volume, with total trading exceeding 3 trillion yuan for two consecutive days, highlighting market activity [6][7]
喜娜AI速递:昨夜今晨财经热点要闻|2026年1月27日
Xin Lang Cai Jing· 2026-01-26 22:40
金融市场犹如变幻莫测的海洋,时刻涌动着投资与经济政策的波澜,深刻影响着全球经济的走向。在 此,喜娜AI为您呈上昨夜今晨的财经热点新闻,全方位覆盖股市动态、经济数据、企业财务状况以及 政策更新等关键领域,助您精准洞察金融世界的风云变幻,把握市场脉搏。 黄金价格突破5000美元,机构看多至6600美元 1月26日,现货黄金价格首次突破每盎司5000美元,日内涨0.5%,延续暴涨行情。金价上涨一方面源于 特朗普政策重塑国际关系格局,另一方面是投资者撤离主权债券与外汇市场。疲软的美元进一步提振了 市场对贵金属的需求,机构纷纷上调黄金目标价,高盛将今年底目标价调至5400美元,杰富瑞集团喊出 6600美元。美国银行更将短期目标上调至6000美元。 详情>> 紫金矿业拟280亿收购联合黄金,强化非洲黄金布局 2026年初,特朗普举措和言论超预期,美国出现"股债汇三杀",政策不确定性上升。特朗普政策目的主 要是"增收""降本""回流",但关税政策有反噬风险,降本收效有限,制造业和资金回流也面临"去美元 化"变数。市场关注最高法院裁决和美联储新主席任命,其结果将影响财政和货币"双宽松"预期。 详情 >> 白银价格飙升,国投白 ...
当金价站上5000美元,黄金赶超美债之际,普通人的财富保卫战
Sou Hu Cai Jing· 2026-01-26 16:47
普通人一夜暴富还是血本无归? 真相比你想得更刺激 你可能不知道,就在昨天,深圳水贝黄金市场有个狠人,花48万买了1公斤黄金,转手520元/克卖出,两天净赚10万块。 这可比炒股、买房刺激多了! 全球 央行持有的黄金总价值已经超过美债,这意味着,美国人自己都在疯狂抛售美元,转而囤黄金保命。 1. 美债突破38.4万亿美元,相当于每个美国人背债11万美元 美国财政部最新数据显示,美债规模去年一年涨了1.2万亿美元,利息支出直接干到1.2万亿美元,比军费还高。 更狠的是,美联储去年降息75个基点,通胀 还是压不下来,现在10年期美债收益率倒挂1.2%,相当于你存银行10年,最后反而亏钱。 2. 俄罗斯资产被冻结后,全球央行开始"叛变" 2022年俄罗斯3000亿美元外汇储备被美国冻结后,普京直接下令:黄金储备占比从23%提到46%。 现在中国也干了同样的事,连续14个月增持黄金,去年狂 买200吨,全球央行去年一共扫货634吨黄金,比2024年多出35%。 3. 白银比黄金更疯,但90%的人根本不知道原因 黄金涨到5000美元,白银直接冲上108美元/盎司,涨幅51%! 真相是:全球光伏产业每年要吃掉6000吨白银 ...
金价狂飙 “牛市神话”未完待续
Bei Jing Shang Bao· 2026-01-26 16:37
"黄金牛市"神话仍在延续。1月26日,现货黄金接连突破5000美元、5100美元两大整数关口,日内大涨 超110美元,最高触及5111.17美元/盎司,创下历史新高。截至当日18点35分,伦敦金现报5092.64美元/ 盎司,今年以来涨幅近18%。截至收盘,A股三大指数集体调整。在板块题材上,黄金、有色金属、油 气开采及服务等板块涨幅居前。其中,贵金属板块大涨超10%。晓程科技20cm左右涨停,湖南黄金、 招金黄金、恒邦股份、中金黄金、西部黄金等均10cm左右涨停。 上涨逻辑仍可持续 从长期走势看,本轮"黄金牛市"实则已延续较长周期。自2022年9月伦敦金现从1614美元/盎司启动以 来,截至目前累计最大涨幅超215%。在历经2023年、2024年全年分别上涨13.16%、27.23%后,2025年 涨幅明显提速,全年最大涨幅一度达74.06%,最终以64.56%的涨幅收官;进入2026年,这一涨势持续 延续,"黄金牛市"神话不断刷新历史高位,年内涨幅已超17%。 对于本轮"黄金牛市"的核心驱动原因,中信证券首席经济学家明明表示,本轮贵金属牛市成因复杂,投 资者对美联储宽松货币政策的预期是推动贵金属价格上涨的 ...
个别机构看多黄金到6600美元
Di Yi Cai Jing Zi Xun· 2026-01-26 16:11
Core Viewpoint - The surge in gold and silver prices is driven by a combination of monetary credit reconstruction, escalating geopolitical risks, and liquidity expectations, with gold prices potentially reaching $6,000 per ounce by 2026 [2][5]. Group 1: Price Movements - As of January 26, London spot gold prices reached a historic high of $5,111 per ounce, while silver prices peaked at $110 per ounce before settling at $108 [2]. - In the domestic futures market, the main contract for gold rose by 3.67% to a new high of 1,151 yuan per gram, while silver surged nearly 13% to 28,226 yuan per kilogram [2]. - Year-to-date, gold and silver prices have increased by over 17% and 52%, respectively [3]. Group 2: Institutional Outlook - Multiple institutions maintain bullish forecasts for gold, with UBS setting a target price of $5,000 per ounce, while Goldman Sachs raised its target from $4,900 to $5,400 due to increasing demand from private investors and central banks [5]. - Bank of America has set a target of $6,000 per ounce for gold by the end of the year, citing historical trends of significant price increases during bull markets [5]. - Jefferies Group even suggests that gold could reach $6,600 per ounce this year [5]. Group 3: Investment Trends - There is a significant increase in investor interest in gold, with many seeking to invest in gold ETFs and stocks, leading to a surge in A-share gold concept stocks [7]. - The largest gold ETF in China surpassed 100 billion yuan in assets for the first time, reflecting a growing trend in gold investment [8]. - As of January 26, the total management scale of seven gold ETFs tracking the Shanghai Gold Exchange reached 267.9 billion yuan [8]. Group 4: Central Bank Activities - Global central banks continue to purchase gold at high levels, with an estimated monthly average of 60 tons, significantly higher than the pre-2022 average of 17 tons [9]. - As of December 2025, China's gold reserves increased to 74.15 million ounces, marking a continuous increase over 14 months [8]. Group 5: Market Sentiment and Regulation - The current gold market is characterized by heightened emotional trading, with regulatory bodies beginning to implement measures to cool down the market [11]. - Some gold ETFs have started to limit inflows to manage high demand and protect existing investors [8]. - Analysts warn of potential overbought conditions in the market, suggesting that investors should be cautious of a possible correction [12].
1/26财经夜宵:得知基金净值排名及选基策略,赶紧告知大家
Sou Hu Cai Jing· 2026-01-26 15:42
写在文章前的声明:在本文之前的说明:本文中所列的投资信息,只是一个对基金资产净值进行排行的客观描述,并无主观倾向性,也不是投资建议,纯属 娱乐性质。 一顿操作猛如虎,基金净值已更新,谁是基金中的王者,谁又垫底,请看数据: | 基金简称 PK | | | YEINDERS FREATHER | | | --- | --- | --- | --- | --- | | 1 | 国投瑞银白... A | 2.9694 | 9.28% | | | | 161226 | 2026-1-26 | | | | 2 | 前海开源金 ... A | 3.6140 | 8.76% | 8 | | | 001302 | 2026-1-26 | | | | 3 | 前海开源金 ... C | 3.5310 | 8.75% | | | | 002207 | 2026-1-26 | | | | 4 | 西部利得新 ... A | 2.5821 | 8.26% | | | | 673071 | 2026-1-26 | | | | 5 | 西部利得新 ... C | 2.5258 | 8.26% | 7 | | | 673073 | 2026 ...
【研选行业】M级碳纤维百亿航天市场,这家公司80吨产能实现领跑、另有两家公司已实现积极突破
Di Yi Cai Jing· 2026-01-26 14:24
Group 1 - The aerospace industry is set for a significant year with key materials reducing rocket weight by 50%, highlighting a billion-dollar market for M-grade carbon fiber, where one company leads with an 80-ton capacity, and two others have made positive breakthroughs [1] - The commercialization prospects of AI in education are becoming clearer, driven by both policy and technology, with three main lines identified for potential company investments [1] - The price of spot gold has reached a historical high, supported by three underlying logics, indicating continued medium to long-term investment value [1] - Emerging applications in the space sector are accelerating, presenting multidimensional growth opportunities for the photovoltaic industry [1]
加仓
第一财经· 2026-01-26 14:14
2026.01. 26 作者 | 一财阿驴 V OF 09 % 1620家战 3767家下跌 涨跌停比 9:42 V 0 . 3 % 10 91 % A股三大指数高开低走. 集体收跌,沪指在金融、石油等权重股护盘下跌幅微弱,深市与创业 板指集体走弱,结构性差异创近期新高,沪指5日均线与10日均线形成支撑,收盘价站稳4130 点。 个股跌多涨少,赚钱效应低迷,盘面上,商业航 天板块回调,半导体、机器人、金融科技、AI算 力、消费电子、固态电池概念股跌幅靠前。黄金 股掀涨停潮,煤炭、有色金属、油气板块齐走 强,疫苗概念股逆势大涨。 资金情绪 主力资金净流出 216.26 亿元 . 2 5 万亿元 ▲ 5.28% 两市成交额放量,资金呈"晓晓板效应",权重 股与防御板块吸金,中小盘题材股遭遇大规模 资金撤离,沪市成交占比提升,黄金、有色金属、 银行等板块成为成交核心,而半导体、Al应用等 前期热门题材股成交缩量目资金净流出。 散户资金净流入 14.4亿元 今天你冲了还是撤了? 机构呈"防御为主、调仓换股"特征,资金大规模撤离半导体、AI应用、商业航天等前期热门题材,转而加 仓黄金、银行、电力等低估值防御性板块,通过 ...
热门赛道集体扑街,风险真的要来了?
表舅是养基大户· 2026-01-26 13:33
Group 1 - The article discusses the recent performance of the A-share market, highlighting three main hotspots, including a collective drop in popular sectors such as commercial aerospace, AI applications, and humanoid robots [6][7] - It emphasizes the risk of rapid style switching in the market, where certain high-temperature sectors may face significant declines if funds abandon them [7][8] - The article notes that the current influx of capital is primarily through sector funds and index funds, which complicates the process of value discovery within the same sector [8][11] Group 2 - The article mentions a significant drop in the stock prices of leading companies in the aerospace sector, such as Aerospace Electronics and China Satellite, indicating a broader trend of declining valuations in the sector [9][11] - It highlights the recent high trading volumes of ETFs, suggesting that market activity remains strong despite the overall downturn in certain sectors [14] - The article points out that gold and silver have seen substantial price increases, with gold prices surpassing $5,000 and silver showing a year-to-date gain of over 50% [19][20][22] Group 3 - The article discusses Tencent's potential strategic moves in the Hong Kong market, particularly in AI applications, as the company aims to enhance its market share through user engagement [29][33] - It notes that the overall performance of the Hong Kong stock market is influenced by external factors, including declines in the Japanese and U.S. markets [29][31] - The article emphasizes the importance of maintaining a balanced investment strategy in the current market environment, particularly in light of the recent volatility in high-temperature sectors [37]