Core Viewpoint - The market is experiencing a divergence where indices are down while trading volume remains high, indicating significant shifts in investor sentiment and strategy [1][3]. Group 1: Market Dynamics - The market shows a stark contrast with resources like gold and energy commodities performing well, while previously popular sectors such as commercial aerospace and semiconductors are declining [3]. - There is a substantial amount of capital reallocating from high-growth sectors to resource-based and lower-valued sectors, suggesting a "high-low switch" in investment strategies [3]. Group 2: Trading Strategy Recommendations - Investors should avoid chasing after the high-performing resource sectors due to elevated sentiment and instead focus on maintaining positions in these areas while being cautious about new entries [4]. - For the technology growth sectors experiencing deep corrections, it is advised to remain calm and differentiate between irrational sell-offs and genuine fundamental issues, as this could present buying opportunities for fundamentally strong stocks [4]. - A critical task for investors is to reassess their portfolios, shifting away from speculative holdings towards sectors with clear growth prospects and strong company fundamentals, using market volatility as an opportunity for "health checks" and "blood transfusions" in their asset allocations [4].

格隆汇1月26日｜晓程科技在互动平台表示，"黄金概念"是基于公司实际开展黄金开采及销售业务这一 客观事实，由市场及行业依据相关分类标准进行的归纳，并非由公司自行设定或移除。公司的主营业务 结构清晰，黄金开采及销售业务是公司当前经营构成的组成部分，已在定期报告等公告中予以明确披 露。 ...

封面新闻记者 边雪 "早上9点半到SKP，已经排了五六十人，等了快两小时才挪到店门口，我最后直接坐在了地上。"1月25日，北京某商场黄金饰品门店外，历时5小时后， 黄羽甜终于买到了自己想要的黄金手镯。"其实这个也不是我最想要的，但没办法，能选的款有限。"两天后，国际黄金市场迎来里程碑式时刻：现货黄金 价格首次突破5000美元/盎司大关。 截至记者发稿，COMEX黄金期货报5076.30美元/盎司。受此提振，国内A股黄金概念股掀起"涨停潮"，中金黄金、四川黄金、中国黄金、湖南黄金、招金 黄金、豫光金铅、白银有色等10余股涨停，周大福、周生生等品牌足金饰品国内报价也已飙升至每克1570元以上。 面对历史新高的金价，普通投资者该如何应对？是否应该"追高"或"获利了结"？1月26日，广东省黄金协会监事长兼首席分析师朱志刚在接受封面新闻记 者采访时直言："家庭最少应有50克到100克的黄金储备。如果持有量低于这个数字，不建议卖出。" 金价"疯涨" 消费者、投资者与银行的"黄金时刻" "万万没想到，戴了10年的手链，卖了还能挣钱，我现在就是很纠结该不该买卖黄金。"一位有十余年金饰购买习惯的消费者于雨萌（化名）向封面新闻记 ...

沪深两市成交额3.25万亿，全市场超3700只个股下跌。 1月26日，A股三大股指集体收跌，沪指跌0.09%，深成指跌0.85%，创业板指跌0.91%，科创综指跌 2.23%。 | 名称 | 现价 涨跌 涨跌幅 | | --- | --- | | 上证指数 | -0.09% 4132.61 c -3.56 | | 深证成指 | 14316.64 -123.02 -0.85% | | 科创综指 | 1857.50 c -42.28 - -2.23% | | 万得全A | 6846.52 c -46.58 -0.68% | | 创业板指 | 3319.15 c -30.35 -0.91% | 主力资金全天净流入有色金属、非银金融、银行、石油石化、煤炭、通信等板块，净流出电子、国防军 工、汽车、计算机、机械设备、电力设备等板块。 具体到个股来看，网宿科技、天孚通信、新易盛获净流入17亿元、11.36亿元、9.42亿元。 净流出方面，航天电子、中国卫星、信维通信遭抛售38.16亿元、25.95亿元、18.59亿元。 【机构观点】 具体来看，黄金股掀涨停潮，截至收盘，晓程科技20%涨停，湖南黄金、招金黄金、恒邦股份、中 ...

Group 1 - The international gold market has experienced an unexpected strong rally since the beginning of 2026, with gold prices reaching a historical high of $4891.1 per ounce by January 21, marking a cumulative increase of 12.7% within 20 days [1] - Domestic gold futures also surged, with the main contract price exceeding 1100 yuan per gram, reflecting a significant increase of 4.61% [1] - Gold stocks have seen a wave of limit-up trading, with multiple companies such as Zhaojin Gold and Chifeng Jilong Gold experiencing substantial gains, and the gold stock ETF (159562) rising by 5.73% on the day and 25.82% over the past 13 trading days [3] Group 2 - The recent surge in gold prices is attributed to multiple factors, including geopolitical risks, monetary policy, central bank allocations, and the reconstruction of dollar credit, with heightened geopolitical tensions being a primary driver for increased safe-haven investments [5] - The escalation of geopolitical conflicts, such as the U.S. imposing tariffs on several countries and the subsequent military exercises led by Denmark, has intensified trade tensions and contributed to the influx of capital into gold [5]

A股今日集体调整，截至收盘，沪指跌0.09%，深成指跌0.85%，创业板指跌0.91%，北证50指数跌 1.45%，沪深京三市成交额32806亿元，较上日放量1625亿元，三市超3700只个股飘绿。 板块题材上， 黄金、有色金属、动物疫苗、保险、油气开采及服务、化工、猪肉板块涨幅居前；商业航天、大飞机、 军工装备、光刻机、半导体、机器人、量子科技、AI手机概念股跌幅居前。 ETF方面，国际金价站上5100美元/盎司，黄金、有色资源股全线爆发，华安基金黄金股票ETF、平 安基金黄金股票ETF基金、黄金股ETF工银、国泰基金黄金股票ETF均涨超8%。有色板块全线上扬，有 色矿业ETF招商、国泰基金矿业ETF分别涨6.31%和6.23%。油气股表现强势，能源ETF广发涨4.39%。 商业航天板块全线回落，卫星ETF、卫星产业ETF和卫星ETF广发分别跌8.16%、7.97%和7.91%。 半导体设备板块走低，半导体设备ETF跌4%。 （责任编辑：贺翀 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅 ...

Market Overview - The Shanghai Composite Index closed at 4132.61 points, down 0.09%, with a trading volume of 14,518.60 billion yuan [1] - The Shenzhen Component Index closed at 14,316.64 points, down 0.85%, with a trading volume of 17,963.43 billion yuan [1] - The ChiNext Index closed at 3,319.15 points, down 0.91%, with a trading volume of 8,384.91 billion yuan [1] Sector Performance - The gold sector showed strong performance, with stocks such as Hunan Gold, Shengda Resources, Sichuan Gold, and China Gold hitting the daily limit [1] - Resource sectors including oil, coal, and gas were active, with stocks like Heshun Petroleum and Intercontinental Oil & Gas also reaching the daily limit [1] - The virus prevention concept saw a surge, with stocks like Maike Biology, Kaipu Biology, Zhijiang Biology, and Hualan Vaccine hitting the daily limit [1] - Other sectors with notable gains included mining, small metals, non-ferrous metals, insurance, fertilizers, securities, and titanium dioxide [1] - Sectors that experienced declines included electric machinery, automotive parts, semiconductors, communication equipment, satellite internet, robotic actuators, and commercial aerospace [1]

2026.01. 23 本文字数：1750，阅读时长大约3分钟 作者 | 一财阿驴 15:01 A股收盘丨三大股指集体收跌 黄金股掀涨停潮 三大股指今日集体收跌，沪指跌0.09%，深成指跌0.85%，创业板指跌0.91%。科创综指跌2.23%，下 跌个股超3700家。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4132.61 | 14316.64 | 1857.50 | | -3.56 -0.09% | -123.02 -0.85% | -42.28 -2.23% | | 万得全A | 创业板指 | 北证50 | | 6846.52 | 3319.15 | 1565.70 | | -46.58 -0.68% | -30.35 -0.91% | -22.96 -1.45% | 商业航天指数回调，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。 14:39 沪深两市成交额连续第2个交易日突破3万亿元。 14:33 AI应用概念股局部 ...

Market Overview - The Shanghai Composite Index experienced a sideways movement, while the Shenzhen Component Index and ChiNext Index fell nearly 1%. The trading volume reached 3.28 trillion yuan, with nearly 3,800 stocks declining across the Shanghai and Shenzhen markets [1] - Precious metals stocks surged, with companies like Zhongjin Gold and Western Gold hitting the daily limit. The pharmaceutical sector also saw strong performance, with stocks such as Capstone Bio and Maike Bio reaching the daily limit [1] Key Highlights Precious Metals - Gold and silver stocks saw significant gains, with multiple stocks like Silver Nonferrous and Sichuan Gold hitting the daily limit. On January 26, spot gold surged, breaking the $5,000 mark in the morning and later surpassing $5,100 per ounce, setting a new historical high [4] - Companies such as Zhongjin Gold and Western Gold reported increases of 10% and 9.99% respectively, with market capitalizations of 159.96 billion yuan and 334.91 billion yuan [6][10] Pharmaceuticals - The pharmaceutical sector experienced a notable rise, with stocks like Teva Pharmaceutical, Hualan Biological Engineering, and Luyin Pharmaceutical reaching the daily limit. The sector's performance was influenced by the recent outbreak of the Nipah virus in India, prompting increased vigilance in neighboring countries [8][9] - Teva Pharmaceutical's stock rose by 10.01%, while Hualan Biological Engineering surged by 20% [10] Cloud Computing - The cloud computing sector saw an uptick, with stocks like Hasen Co., Qunxing Toys, and Wangsu Technology hitting the daily limit. Amazon Web Services recently raised its EC2 machine learning capacity block prices by approximately 15%, indicating a significant shift in cloud computing pricing logic amid AI resource shortages [12][14] - Analysts predict that this price increase may trigger a chain reaction among cloud service providers, with domestic and international companies likely to follow suit [12][14] Other Sectors - The oil and gas sector saw a midday rally, with Zhongman Petroleum hitting the daily limit and China National Offshore Oil Corporation rising over 6% to reach a new high. However, the commercial aerospace concept experienced adjustments, with stocks like China Satellite and China Satcom hitting the daily limit [1] - The robotics and photovoltaic sectors showed mixed performance, while aerospace and semiconductor sectors faced the largest declines [14]

Market Performance - The Hong Kong stock market showed mixed performance with the Hang Seng Index slightly up by 0.06% and the Hang Seng China Enterprises Index down by 0.15% [1] - The Hang Seng Tech Index experienced a significant decline, dropping by 1.24% throughout the day [1] Sector Performance - Major technology stocks mostly declined, with Baidu down over 3%, Xiaomi down 2.8%, and Alibaba and Meituan also experiencing losses, while Tencent and JD.com saw gains [1] - Precious metals prices surged due to a weak US dollar, with international gold prices surpassing $5,100 per ounce, leading to a strong performance in gold and non-ferrous resource stocks [1] - China Silver Group saw a remarkable increase of over 19%, while China Nonferrous Mining rose nearly 10%, and several other gold stocks reached historical highs [1] - Energy sector stocks, including oil and coal, performed actively, with CNOOC rising over 4% to set a new high [1] Declining Sectors - Commercial aviation, military, and photovoltaic stocks faced notable declines, with GCL-Poly Energy dropping 13.5% and AVIC Aerospace falling over 5% [1] - Leading power equipment stocks corrected, with Goldwind Technology down over 7% [1] - Apple-related stocks, automotive stocks, new consumer concept stocks, and lithium battery stocks also experienced downward trends [1]