1月26日，国际金价首次突破5000美元/盎司大关，一度达到了5092美元。2026年开年至今不足一个月，涨幅就超过了17%。有机构预测金价未来能达到6600 美元/盎司。 26日，国内黄金股票同步大涨，多家涨幅达到或逼近10%。 专家解释，这次大涨并非单一市场炒作，而是美联储政策、全球央行购金、地缘风险、市场资金四重因素共振的结果。短期金价可能有震荡风险，但中长期 支撑逻辑未破。 国内金价同步大涨，沪金主连超过了1140元/克。国内主流金饰品牌价格也大多超过了1500元/克，其中周大福金饰1578元/克、老凤祥1576元/克、老庙黄金 1575元/克等。26日开盘后，黄金股迎来大涨，多家股票涨幅达到或接近10%。 专家：大涨是多重共振结果 金价短期可能震荡，长期支撑仍在 中国商业经济学会副会长、华德榜创始人宋向清告诉红星新闻记者，黄金这波大涨并非单一市场炒作，而是美联储政策、全球央行购金、地缘风险、市场资 金四重因素共振的结果，折射出全球经济与货币体系的深层变动。 金价突破5000美元/盎司，开年涨17% 国内黄金股大涨，金饰达到1578元/克 1月26日，国际黄金价格首次突破5000美元/盎司，发稿前最高 ...

人民财讯1月26日电，沪指早间窄幅震荡，深证成指、创业板指走低。截至午间收盘，沪指涨0.12%， 深证成指跌0.74%，创业板指跌0.86%。盘面上，黄金概念持续走强，湖南黄金、盛达资源、四川黄 金、中国黄金等多股涨停；疫苗概念活跃，华兰疫苗20%涨停。此外，采掘、保险、有色金属、石油、 小金属、化肥等板块涨幅居前；航天航空、汽车零部件、游戏、半导体、家用轻工、商业航天、机器人 执行器概念等板块跌幅居前。全市场超1600只个股上涨，上午半天成交超2万亿元。 ...

记者｜黎雨桐 见习记者林芊蔚 编辑｜金珊 1月26日，A股市场早盘冲高回落。截至收盘，沪指涨0.12%，深成指跌0.74%，创业板指跌0.86%。沪深两市半日成交额超2.26万亿， 较上个 | 上证指数 | 深证成指 | 科创综指 | | --- | --- | --- | | 4141.01 | 14332.86 | 1864.01 | | +4.85 +0.12% -106.80 -0.74% -35.77 -1.88% | | | | 万得全A | 创业板指 | 北证50 | | 6857.67 | 3320.81 | 1573.21 | | -35.44 -0.51% -28.70 -0.86% -15.45 -0.97% | | | | 沪深300 | 中证500 | 中证A500 | | 4715.12 | 8522.32 | 5936.21 | | +12.63 +0.27% -67.85 -0.79% +1.10 +0.02% | | | | 中证1000 | 深证100 | 中证红利 | | 8365.64 | 5871.66 | 5654.38 | | -105.10 -1.24% | - ...

Group 1 - The Hang Seng Index rose by 0.09%, gaining 24 points to close at 26,773 points, while the Hang Seng Tech Index fell by 1.31% [1] - China General Nuclear Power Corporation's mining division (01164) saw a rise of over 9% due to increased demand for natural uranium [1] - Jiexin International Resources (03858) increased by over 6% as tungsten concentrate prices approached 550,000 [1] - China Rare Earth Holdings (03788) rose over 7%, reaching a historical high as it accelerates the production of the Mt Bundy gold mine project [1] - Nickel stocks performed well, with Xinjiang Xin Mining (03833) up 6%, Zhongwei New Materials (02579) up 4.6%, and Likun Resources (02245) up 5% due to reduced nickel production quotas in Indonesia [1] - Laopu Gold (06181) increased by over 7% as high demand for high-end traditional Chinese gold products continues [1] - Ark Health (06086) surged over 41%, projecting a net profit of up to 10 million by 2025, achieving full profitability [1] - Longfly Fiber Optic Cable (06869) rose over 14% as AI boosts the industry's outlook [1] Group 2 - Sun Hung Kai Properties (00016) increased by 4.8% as new land reserves are expected to enhance profitability, with Hong Kong property prices likely entering an upward cycle [2] - Nanhua Futures (02691) rose over 14% after being included in the Hong Kong Stock Connect list, with plans to expand overseas business [2] - Modern Dental Group (03600) increased by over 16% as Hillhouse Capital acquired a stake, raising its ownership to 17.24% [2] Group 3 - Weichai Power (02338) rose over 4% as Citigroup indicated the company may allocate more resources to the energy supply sector in the future [3]

Core Viewpoint - The Hong Kong stock market showed mixed performance with the Hang Seng Index slightly up by 0.09% while the Hang Seng Tech Index fell by 1.31%, indicating a divergence in sector performance influenced by geopolitical factors and currency fluctuations [1] Group 1: Market Performance - The Hang Seng Index closed up by 0.09% while the Hang Seng Tech Index experienced a decline of 1.31% [1] - The Hang Seng China Enterprises Index (国指) fell by 0.09%, reflecting weakness in the broader market [1] Group 2: Sector Performance - Major technology stocks faced downward pressure, with Baidu dropping by 4%, Xiaomi declining over 2%, and Alibaba falling by over 1% [1] - Gold and silver prices surged to new highs, positively impacting the performance of precious metals stocks such as Lingbao Gold, Shandong Gold, and Zijin Mining, which reached new peak prices [1] - The copper sector saw a significant increase, with China Nonferrous Mining rising by 11.5% [1] - Defense, semiconductor, and Apple-related stocks experienced notable declines [1]

从业务布局来看，黄金天岳主要从事万古矿区的矿权整合、勘探，以及部分金矿的采选及销售，主要产 品为金精矿，拥有12宗矿业权，资源储备丰富。2025年实现营收2.21亿元、净利润6454.97万元。 据报道，2024年11月，湖南省地质院在万古金矿田地下2000米以浅发现超40条金矿脉，核心区累计资源 量300.2吨，专家预测其3000米以浅远景储量超1000吨，估值达6000亿元。 1月26日早间，现货黄金历史首次突破5000美元关口，盘中最高涨至每盎司5093.15美元，续创历史新 高。 对此，中信建投证券分析指出，押注美联储鸽派掌门人接班造成的美元信用弱化及地缘冲突风险抬升， 避险配置及央行购金行为延续，强化了贵金属牛市格局。高盛已在最新报告中，将黄金今年底目标价从 每盎司4900美元上调至5400美元。 在黄金格持续狂飙的带动下，A股贵金属板块热度同步攀升。今日早盘，该板块集体高开，湖南黄金涨 停，晓程科技、四川黄金盘中创新高，恒邦股份、湖南白银、中金黄金等纷纷跟涨。 值得一提的是，身处行业景气周期的湖南黄金，还在稳步推进并购扩产计划。 1月25日晚，湖南黄金宣布拟通过发行股份方式收购湖南黄金集团及天岳投 ...

2026.01. 26 本文字数：1721，阅读时长大约3分钟 作者 | 一财 阿驴 11:31 A股午盘｜沪指涨0.12% 黄金股掀涨停潮 沪指涨0.12%，深成指跌0.74%，创业板指跌0.86%。科创综指跌1.88%。全市场超3700只个股下 跌。 | 行情 | 资金净流入 | 涨跌分布 | | --- | --- | --- | | 上证指数 | 深证成指 | 科创综指 | | 4141.01 | 14332.86 | 1864.01 | | +4.85 +0.12% -106.80 -0.74% | | -35.77 -1.88% | | 万得全A | 创业板指 | 北证50 | | 6857.67 | 3320.81 | 1573.21 | | -35.44 -0.51% | -28.70 -0.86% -15.45 -0.97% | | 盘面上，黄金股掀涨停潮，油气、基本金属、保险、煤炭、海运、券商板块涨幅靠前；题材股多数走 弱，商业航天、半导体、人形机器人、金融科技、AI应用、大消费概念股纷纷回调。 沪深两市半日成交额2.24万亿，较上个交易日放量3478亿。 主力资金早间净流入有色金属、非银 ...

Core Viewpoint - Hunan Gold has resumed trading with a significant price increase, announcing a major asset restructuring plan involving the acquisition of 100% equity in Golden Tianyue and Zhongnan Smelting through a share issuance and fundraising from specific investors [1] Group 1: Transaction Details - The company plans to acquire 100% equity stakes in Golden Tianyue, which focuses on mineral rights integration, exploration, and gold mining operations, and Zhongnan Smelting, which specializes in processing difficult-to-treat gold concentrates [1] - The transaction will involve issuing shares to no more than 35 specific investors to raise supporting funds, indicating a significant capital influx for the company [1] Group 2: Business Operations of Target Companies - Golden Tianyue's main products include gold concentrates, while Zhongnan Smelting's operations encompass raw material procurement, smelting processing, product sales, and technical services, with a focus on high arsenic and high sulfur concentrates [1] - Zhongnan Smelting also recovers silver and electrolytic copper during the smelting process and produces by-products such as sulfuric acid and arsenic trioxide, enhancing its resource utilization [1] Group 3: Strategic Implications - The transaction aims to integrate the mining and smelting segments, thereby increasing resource reserves and enhancing control over quality assets and the industry chain, which is expected to improve profitability [1]

Group 1 - The market is experiencing a structural divergence, with funds showing a split risk appetite, leading to a surge in traditional resource assets like gold and oil while tech sectors face pressure [3][4] - The current market behavior reflects a response to global macro uncertainties, with one part of the capital seeking refuge in safe-haven assets and another part remaining cautious or reallocating [3] - The performance of different sectors is expected to continue diverging as long as external geopolitical factors and dollar fluctuations remain unchanged, with gold and resource sectors benefiting from dual expectations of "risk aversion + inflation resistance" [3][4] Group 2 - The afternoon trading strategy should focus on maintaining balance and avoiding chasing high prices, particularly in the resource sectors that are already held [4] - For technology and growth sectors that are currently under pressure, it may be prudent to consider gradual accumulation at lower levels rather than making large investments [4] - Key observations for the afternoon include monitoring the stability of the gold sector and identifying any sectors that may show resilience and recover from declines [4]

Core Viewpoint - Gold prices continue to strengthen, with spot and futures prices both surpassing $5,090 per ounce, indicating a bullish trend in the gold market [1] Group 1: Market Performance - As of 11:15, the gold ETF Huaxia (518850) increased by 2.5%, the non-ferrous metal ETF (516650) rose by 4.67%, and the gold stock ETF (159562) gained 6.01% [1] - Hunan Gold, a major holding in these ETFs, hit the daily limit, while Zhongjin Gold and silver non-ferrous stocks both surged over 9% [1] - Other stocks such as Western Gold and copper-aluminum non-ferrous also showed significant upward movement [1] Group 2: Analyst Insights - Analysts from Bank of America noted that historically, during four previous gold bull markets, prices averaged a 300% increase over approximately 43 months [1] - Based on this historical trend, gold is projected to reach $6,000 per ounce by spring 2026 [1] Group 3: Technical Indicators - A MACD golden cross signal has formed, suggesting a positive momentum in the market for these stocks [1]