智通财经APP获悉，美联储降息预期减弱叠加市场避险情绪高涨，今日港股观望情绪浓厚，港股三大指 数中恒科指数表现最好。截止收盘，恒生指数涨0.37%或97.55点，报26585.06点，全日成交额为2504.51 亿港元；恒生国企指数涨0.31%，报9122.95点；恒生科技指数涨1.11%，报5746.3点。 盘面上，隔夜美股存储芯片股逆势大涨，受此消息提振，兆易创新再度走强，中芯国际领涨蓝筹。避险 情绪不断升温，现货黄金首次突破4800美元，黄金股再度走高。机器人概念股今日全天活跃，微创机器 人-W放量领涨，机构认为板块当前已经形成生态闭环。受出口政策预期变化及供需格局改善等因素发 酵，碳酸锂期货价格近期大幅上涨，锂矿股集体上扬。另一边，重型机械股、光通信板块回暖，体运用 品及国内零售走低。 1.黄金股涨幅居前。截至收盘，大唐黄金(08299)涨10.29%，报0.75港元；赤峰黄金(06693)涨9.07%，报 37.02港元灵宝黄金(03330)涨8.34%，报24.68港元；中国黄金国际(02099)涨5.13%，报205港元；招金矿 业(01818)涨4.77%，报40港元；上善黄金(01939)涨 ...

Market Overview - The A-share market experienced fluctuations but closed higher, with the Shanghai Composite Index rising by 0.08%, the Shenzhen Component Index increasing by 0.7%, and the ChiNext Index up by 0.54% [1]. Precious Metals Sector - The precious metals sector led the market gains, with stocks such as Sichuan Gold (001337) and Zhaojin Gold (000506) hitting the daily limit [3][6]. - Notable price movements included Zhaojin Gold at 19.33, up 10.02%, and Sichuan Gold at 43.76, also up 10.01% [7]. Chip Industry - The chip industry saw significant activity, with stocks like Huada Technology (002185) and Longxin Technology reaching their daily limit [3]. Lithium Mining Sector - The lithium mining sector showed a rebound, with stocks such as Shengxin Lithium Energy (002240) and Dazhong Mining (001203) also hitting the daily limit [3]. Sports Industry - The sports industry stocks strengthened in the afternoon, with Jinling Sports (300651) rising over 14% and Shuhua Sports (605299) hitting the daily limit at 13.04 yuan per share, giving it a market value of 5.336 billion yuan [10][12]. ETF Trading Activity - There was a notable increase in trading volume for broad-based ETFs, with the Shanghai 50 ETF (510050) exceeding 15 billion yuan in trading volume, marking the highest level since July 2015 [5]. Gold Price Surge - Gold prices surged due to safe-haven demand and a weakening dollar, with London spot gold rising over 2.5% to surpass 4,880 USD per ounce, setting a new historical high [9].

（来源：Sibanye Stillwater官网) Sibanye及其在该项目中的战略合作伙伴芬兰矿业集团（Finnish Minerals Group）一致认为，鉴于当前的市场状况，分阶段启动Keliber锂项目是最佳的前进方 向。 SHMET 网讯：Sibanye Stillwater周一表示，已完成对芬兰Keliber锂项目的多学科评估。 该公司称，Keliber锂项目是欧洲（欧盟）最先进的综合锂项目，计划在18年内年产约15,000吨电池级单水氢氧化锂（LiOH）。 作为欧盟最先进的综合"矿山-市场"锂项目，该项目已被欧盟列为战略项目，与欧盟的关键矿产战略倡议《关键原材料法案》（CRMA）相一致。 施工阶段仍有望在2026年第一季度完工。该公司表示，完成建设阶段的总资本投资估计约为7.83亿欧元。 在决定精炼厂调试时间之前，首先确保采矿和选矿阶段的运营准备就绪，降低了项目启动风险。 Sibanye补充说，根据锂价格和其他市场因素，分阶段的方法还通过推迟资本支出和精炼产能成本来保持项目融资的灵活性。 芬兰矿业集团正准备按其在该项目中的股权比例（20%）参与，以获得在整个启动期维持该项目所需的额外融资。 ...

【导读】宽基ETF爆量，石化ETF出乌龙指 中国基金报记者 泰勒 兄弟姐妹们啊，隔夜海外市场腥风血雨，今日A股稳中向好，三大指数震荡上涨。 一起看看发生了什么事情。 1月21日，A股全天冲高回落，三大指数小幅上涨。截至收盘， 沪指涨0.08%，深成指涨0.7%，创业板指涨0.54%。 全市场共 3096只个股上涨，88只个股涨停，2197只个股下跌。 | 880005 涨跌家数 | | | | --- | --- | --- | | 日 | 涨停 | 888 | | 涨幅 | > 7% | 194 | | 涨幅 | 5-7% | 153 | | 涨幅 | 3-5% | 373 | | 涨幅 | 0-3% | 2376 | | 跌幅 | 0-3% | 1967 | | 跌幅 | 3-5% | 158 | | 跌幅 | 5-7% | 42 | | 跌幅 | > 7% | 30 | | 其中 跌停 | | 11 | | | | 3096 | | | | 2197 | | 上競賽 武威時期 台成交流 | | 180 | | | | 5473 | | | | 26237.47亿 | | 总成交量 | | 147027. ...

盘面上，现货黄金首次突破4880美元，贵金属、黄金概念大涨，招金黄金、赤峰黄金(600988)等多股涨 停；CPO概念走高，华天科技、通富微电(002156)等多股涨停；锂矿概念活跃，盛新锂能等多股涨停； PCB板块拉升，大族数控20CM涨停；玻璃基板、半导体及电机等板块涨幅居前。另外，免税概念、商 业百货板块走低，广百股份(002187)、永辉超市(601933)领跌；电网设备板块走弱，三变科技(002112)跌 逾8%；煤炭股走低，大有能源(600403)跌逾8%；银河、保险及旅游酒店等板块跌幅居前。(格隆汇) 格隆汇1月21日｜A股三大指数今日集体上涨，截至收盘，沪指涨0.08%报4116点，深证成指涨0.7%，创 业板指涨0.54%盘中一度涨超1.5%。全市场成交额2.61万亿元，较前一交易日缩量1805亿元，近3100股 上涨。 | 上证指数 深证成指 | 北证50 | | --- | --- | | 4116.94 14255.13 1519.75 | | | +3.29 +0.08% +99.50 +0.70% +2.15 +0.14% | | | 科创50 创业板指 | 万得全A | | 15 ...

A股收评：沪指微涨0.08% 芯片产业链逾10股涨停 21世纪经济报道 21快讯 2026-01-21 15:05 南方财经1月21日电，市场冲高回落，沪指午后一度翻绿。截至收盘，沪指涨0.08%，深成指涨0.7%， 创业板指涨0.54%。沪深两市成交额2.6万亿，较上一个交易日缩量1771亿。盘面上，市场热点快速轮 动，全市场超3000只个股上涨。从板块来看，贵金属概念全天领涨，四川黄金、招金黄金涨停。芯片产 业链爆发，华天科技、龙芯中科、至正股份等十余股涨停。锂矿概念震荡反弹，盛新锂能、大中矿业、 国城矿业涨停。油气概念表现活跃，惠博普、洲际油气涨停。下跌方面，大消费板块集体走弱，白酒方 向领跌。银行板块震荡下跌，农业银行跌近3%。 相关股票： 四川黄金国城矿业农业银行盛新锂能华天科技农业银行惠博普龙芯中科洲际油气招金黄金 大中矿业至正股份 相关文章 南方财经1月21日电，市场冲高回落，沪指午后一度翻绿。截至收盘，沪指涨0.08%，深成指涨0.7%， 创业板指涨0.54%。沪深两市成交额2.6万亿，较上一个交易日缩量1771亿。盘面上，市场热点快速轮 动，全市场超3000只个股上涨。从板块来看，贵金属概念 ...

Core Viewpoint - The A-share market experienced a rebound in technology stocks, particularly in the semiconductor and precious metals sectors, with significant trading volumes observed in ETFs, indicating strong market interest and potential for further growth [1][2]. Market Performance - On January 21, the A-share market saw the ChiNext index rise by 3.53%, with a total trading volume of 2.6 trillion yuan, down by 177.1 billion yuan from the previous trading day [1]. - The Shanghai Composite Index increased by 0.08%, the Shenzhen Component Index rose by 0.70%, and the ChiNext Index gained 0.54% [1]. Sector Highlights 1. **Chip Stocks** - Chip stocks showed strong performance, particularly in computing and storage sectors, with multiple stocks hitting the daily limit [3]. - The demand for CPUs is expected to rise due to their critical role in AI and machine learning applications, which may lead to supply constraints [3]. 2. **Precious Metals** - The precious metals sector performed robustly, with silver prices surpassing $95 per ounce and gold prices exceeding $4,800 per ounce, marking a 33% increase year-to-date [4]. - The geopolitical climate is driving demand for gold as a safe-haven asset, prompting recommendations for increased allocation to gold [4]. 3. **Lithium Mining** - Lithium mining stocks rebounded, with several companies reaching their daily limits, driven by a significant increase in lithium carbonate prices, which exceeded 164,000 yuan per ton [5]. - The growth in AI data centers is expected to drive lithium demand, with projections of a 40%-50% annual growth rate in overseas energy storage over the next two to three years [5]. Institutional Perspectives 1. **Spring Market Outlook** - Industry analysts from Guangfa Securities anticipate a strong upward trend in the market from late January to mid-March, coinciding with the annual report preview period [2]. - The focus will shift to fundamental performance as companies disclose earnings, potentially leading to a structural adjustment in market dynamics [6]. 2. **Slow Bull Market View** - According to Debon Securities, a slow bull market is expected to continue, with attention on policy directions and liquidity levels that may sustain market activity [8]. - The long-term support from government policies and industry upgrades is expected to bolster market confidence [8]. 3. **Market Adjustment and Rotation** - Dongfang Securities suggests that the market may experience mild adjustments with active fund rotation, maintaining a pattern of sector rotation until the Spring Festival [9]. - This adjustment phase is seen as beneficial for the market's upward trajectory in the longer term [9].

凤凰网财经讯 1月21日，市场冲高回落，沪指午后一度翻绿。截至收盘，沪指涨0.08%，深成指涨 0.7%，创业板指涨0.54%。沪深两市成交额2.6万亿，较上一个交易日缩量1771亿。 市场概况 76.00% 封板 79 触及 25 1958 1747 627 319 243 163 180 88 105 83 25 23 11 大于 +8% 小于 -8% 涨停 0% -6% 跌停 +8% +6% +4% +2% -2% -4% -8% 3096家 下跌 上涨 持平 2197家 180家 涨停 88家 跌停 停牌 8家 11家 市场热度：52 ◎ 50 100 0 涨停表现 封板率 | | | | | 沪深京重要指数 | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 张幅% | | 涨跌 涨跌家数 涨速% | 息手 | 现于 金额 | | 上证指数 | 4116.94 | 0.08 | 3.29 | 1282/979 | 0.01 6.67亿 | 126万 1.18万亿 | | 深证成指 | 14255.13 | 0.70 | 9 ...

Investment Rating - The industry rating is "Overweight" (maintained) [5] Core Insights - The battery-grade lithium carbonate market has seen a significant price increase, with spot prices rising by 4,000 CNY to 152,500 CNY per ton, rebounding over 28% from the year's low. Futures contracts also experienced a peak increase of 7.47%, reaching 160,200 CNY per ton, with trading volumes hitting recent highs. This price surge is attributed to improved fundamentals and a shift in market sentiment from cautiousness to proactive stocking [5]. - The demand side indicates that energy storage has become the primary growth driver, with a rapid increase in demand for energy storage systems due to the global energy transition and the ongoing "dual carbon" goals. The consumption of lithium resources in the energy storage sector is expected to enter a long-term growth phase, supported by the construction of new power systems and increasing economic viability of storage solutions [6]. - On the supply side, there is a significant lack of elasticity in lithium carbonate production. Domestic production is constrained by seasonal factors and stricter environmental regulations, while international supply is hindered by policy changes and infrastructure bottlenecks. This rigid supply characteristic is likely to push lithium prices higher [8]. - The profit distribution within the lithium industry chain is shifting towards upstream producers, particularly those with high-quality lithium resources. These companies are expected to benefit significantly from the current price upcycle, while midstream and downstream sectors may face pressure from rising raw material costs [9]. Summary by Sections Industry Performance - Over the past 12 months, the industry has shown strong performance with relative returns of 17.16% over one month, 27.22% over three months, and 85.11% over twelve months, alongside absolute returns of 20.46%, 31.2%, and 108.33% respectively [2]. Investment Highlights - The dual growth drivers of energy storage and electric vehicle markets are expected to sustain high demand for lithium resources, creating a robust foundation for price increases and industry growth [6]. - Key companies to watch in the lithium sector include Tianqi Lithium, Ganfeng Lithium, Zhongjin Lingnan, Yongxing Materials, and Dazhong Mining, as they are well-positioned to benefit from the industry's favorable conditions [9].

消息面上，继昨日涨停后，碳酸锂期货今早再一度涨超6%。截至发稿，碳酸锂期货主力合约涨超5%， 达164380元/吨。华泰期货认为，昨日碳酸锂涨停走势主要是受到锂矿供给端干扰预期影响，市场对于 宜春锂云母矿产供应复产预期又有所推迟，且涉及面波及当地其他各家。此外，需求端出口退税调整政 策引发下游企业抢出口的热情仍在继续。基本面供需两端共同发力，推动了价格上行。 1月21日消息，锂矿股早盘上扬，截至发稿，赣锋锂业(01772)涨3.78%，报64.6港元；天齐锂业(09696) 涨3.58%，报56.35港元。 ...