今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 有色金属 | 5.92 | 106.92 | 社会服务 | -0.94 | -4.75 | | 通信 | 0.86 | 32.52 | 商贸零售 | -0.29 | -6.27 | | 建筑材料 | 2.18 | 17.21 | 非银金融 | -0.23 | -7.26 | | 基础化工 | 1.44 | 16.04 | 食品饮料 | -0.68 | -10.45 | | 银行 | -0.62 | 14.90 | 家用电器 | -1.47 | -19.16 | | 石油石化 | 3.54 | 13.74 | 建筑装饰 | -0.22 | -22.89 | | 煤炭 | 3.42 | 12.12 | 公用事业 | -0.39 | -23.69 | | 钢铁 | 2.16 | 8.87 | 计算机 | -1.02 | -31.71 | | 纺织服饰 | 1.46 | 7.85 | 传媒 | -1.77 | - ...

Market Performance - The Hong Kong stock market experienced a strong rally on January 28, with the Hang Seng Index rising over 2%, reaching a nearly four-and-a-half-year high at 27,826.91 points, an increase of 699.96 points or 2.58% [1] - The Hang Seng Technology Index closed at 5,900.16 points, up 145.44 points, reflecting a gain of 2.53% [2] Trading Volume and Capital Flows - The total trading volume for the day was 365.1 billion HKD, an increase of over 100 billion HKD compared to the previous day [4] - Despite the market's rise, southbound capital recorded a net outflow of over 3.4 billion HKD, marking four consecutive days of net selling in Hong Kong stocks [4][6] Analyst Insights - Analysts suggest that the continuous net selling by southbound funds, alongside the rising volume in Hong Kong stocks, may indicate foreign institutional investors are taking long positions in the market [6] - Goldman Sachs' chief China equity strategist noted that earnings growth is the primary driver for the rise in Chinese stocks this year, with an expected inflow of 3.6 trillion CNY into the Chinese stock market, partly through the "Shanghai-Hong Kong Stock Connect" [6] Company Highlights - CloudWalk Technology (HK09678) saw a significant intraday surge of 99%, closing up over 73%, although it remains far from its historical high of 879 HKD set last year [6] - CloudWalk announced that it expects revenue from its large model-related business to reach 600 to 620 million CNY by 2025, representing a year-on-year growth of approximately 1,057% to 1,095% [7] Sector Performance - The non-ferrous metals sector saw a notable increase, with China Aluminum (HK02600) rising over 12% [8] - Citigroup indicated that gold prices may rise to 6,000 USD in a bull market scenario, while copper and aluminum are seen as key components in AI and energy transitions, with bullish targets of 15,000 USD/ton for copper and approaching 4,000 USD/ton for aluminum [9] Market Outlook - Dongwu Securities highlighted that the Hong Kong market is in a long-term upward trend but faces short-term challenges, particularly regarding overseas factors and the potential impact of U.S. tech earnings on Hong Kong stocks [10] - The report suggests maintaining a "barbell strategy" for overall portfolio allocation, focusing on value dividends as a base while dynamically monitoring sectors like AI technology and non-ferrous metals [10]

（来源：中国商报） | 上证指数 | 深证成指 | 创业板 | | --- | --- | --- | | 4151.24 | 14342.89 | 3323.56 | | +11.34 +0.27% | +12.98 +0.09% | -19.04 -0.57% | | UVYGGE | | 7 00 LTF S | 转自：中国商报 中国商报（记者 马文博）1月28日，A股三大指数涨跌不一。截至收盘，沪指涨0.27%，深成指涨0.09%，创业板指跌0.57%，北证50指数跌0.16%。沪深京 三市成交额为29923亿元，较上一日增量708亿元，三市超3600只个股飘绿。 在板块题材上，贵金属、有色金属、石油天然气、煤炭、化学化工、大豆、半导体、房地产等板块涨幅居前，光伏设备、生物疫苗、教育、军工装备、美 容护理等板块跌幅居前。 今天，受美元走弱、地缘政治风险影响，贵金属、石油天然气等大宗商品板块大幅拉升。其中，中国黄金4连板，中国海油创历史新高。 1月28日早间，伦敦金现冲破5220美元/盎司，连续8个交易日上涨，继续创历史新高。金价一路狂飙，国内首饰金价也再创新高。1月28日，多家金饰品牌 足金报价突破1 ...

一、行情回顾 市场全天震荡分化，三大指数涨跌互现。资源股全线爆发，黄金股领涨，四川黄金4连板，招金黄金、湖南黄金3连板；油气股集体拉升，通源石油、中曼石 油等涨停，中国海油涨超6%创新高；有色板块走强，白银有色7连板，中国铝业涨停创16年新高；煤炭板块走高，山西焦化、陕西黑猫涨停。下跌方面，医 药医疗股调整，必贝特、百普赛斯跌超10%。个股跌多涨少，沪深京三市近3700股飘绿，今日成交2.99万亿。 二、当日热点 1.贵金属 贵金属板块今日再度爆发，白银有色7连板，四川黄金、招金黄金、中国黄金等多股继续涨停。 催化上，受美国政策不确定性加剧及日元强势反弹影响，隔夜美元指数急速下挫，盘中最低触及95.51，创2022年2月以来新低。 今日，现货黄金站上5290美元/盎司，日内涨2.09%；现货白银向上触及116美元/盎司，日内上涨3.63%。 1月27日，花旗研究在最新发布的《MetalMatters》报告中，将未来0–3个月白银目标价从100美元/盎司大幅上调至150美元/盎司。在此之前，这一100美元目 标仅在两周前刚刚给出，而当前银价已快速突破110美元关口。 | 股票名称 | | 最新价 = | 涨跌幅 ...

↑点击上面图片 加雪球核心交流群 ↑ A股三大指数今日涨跌不一，截止收盘，沪指涨0.27%，收报4151.24点；深证成指涨0.09%，收报14342.89点；创业板指跌0.57%，收报3323.56点。 沪深京三市成交额达到29926亿，较昨日放量709亿。 行业板块涨少跌多，贵金属、珠宝首饰、采掘行业、有色金属、小金属、煤炭行业涨幅居前，光伏设备、医疗器械、医疗服务、生物制品、航天航 空板块跌幅居前。 个股方面，上涨股票数量超过1700只，逾80只股票涨停。贵金属与有色金属板块掀涨停潮，中金黄金、四川黄金、湖南黄金、西部黄金、湖南白 银、白银有色、北方铜业、铜陵有色、中国铝业等多只股票涨停。 01 贵金属继续狂飙！ 今天现货黄金日内暴涨100美元，现货黄金站上5280美元/盎司，日内涨1.91%。纽约期金站上5310美元/盎司，日内涨3.71%。本月以来累计涨超970 美元，累计涨幅超22%。 A股贵金属板块中中金黄金、四川黄金、湖南黄金、西部黄金、湖南白银、白银有色涨停！白银LOF涨停，本月累计涨幅112%，溢价率49.49%。 | 晓程科技 | 70.60 +20.01% | | 233.89 | | ...

Core Viewpoint - Several A-share companies have reported optimistic earnings forecasts for 2025, driven by factors such as rising prices in the non-ferrous metals sector, with notable increases in net profits for companies like Ningbo Fubang and Yiqiu Resources [1][3]. Group 1: Company Earnings Forecasts - Ningbo Fubang (600768.SH) expects a net profit increase of 3099.59% to between 50 million and 70 million yuan, attributed to rising silver prices and a significant gain from the sale of a stake in Ningbo Zhonghua Paper Industry [2][3]. - Yiqiu Resources (601388.SH) anticipates a net profit increase of 620% to 970%, driven by lower raw material costs due to U.S. tariffs and rising global commodity prices [3]. - A total of 253 A-share companies have projected a net profit increase of over 100% for 2025, with 123 companies turning losses into profits and 130 companies forecasting profit growth [3]. Group 2: Industry Insights - The electronics sector leads with 31 companies forecasting strong earnings, followed by 29 in the pharmaceutical and biotechnology sector, 27 in machinery, 24 in electrical equipment, and 23 in basic chemicals [4]. - The non-ferrous metals sector has 15 companies expecting their net profits to double in 2025, with notable mentions including Zhaojin Gold and Ganfeng Lithium [4].

有色金属板块大涨，中国铝业涨逾12%，万国黄金集团、赤峰黄金均涨超10%，紫金黄金国际、山东黄 金、潼关黄金等涨超8%。消息面上， 现货黄金持续走高， 日内暴涨逾100美元。 | 名称 | 现价 | 涨跌幅, | 涨跌 | | --- | --- | --- | --- | | 中国铝业 | 15.060c | 12.72% | 1.700 | | 中广核矿业 | 5.090c | 11.62% | 0.530 | | 万国黄金集团 | 14.270c | 10.88% | 1.400 | | 赤峰黄金 | 46.140c | 10.65% | 4.440 | | 紫金黄金国际 | 253.200c | 8.67% | 20.200 | | 山东黄金 | 51.200c | 8.66% | 4.080 | | 南山铝业国际 | 73.000c | 8.63% | 5.800 | | 江西铜业股份 | 49.800c | 8.26% | 3.800 | | 潼关黄金 | 3.770c | 8.02% | 0.280 | | 中核国际 | 7.450c | 7.97% | 0.550 | | 大唐黄金 | 0.8 ...

每经AI快讯，1月28日，铜陵有色（000630）今日涨停，成交额89.99亿元，换手率10.05%，盘后龙虎榜 数据显示，深股通专用席位买入3.94亿元并卖出3.59亿元，2家机构专用席位净买入1.12亿元，有1家机 构专用席位净卖出1.23亿元。 ...

Market Overview - The market experienced fluctuations on January 28, with the Shanghai Composite Index rising by 0.27%, the Shenzhen Component Index increasing by 0.09%, and the ChiNext Index declining by 0.57% [2][12]. - A total of 1,739 stocks rose, 84 stocks hit the daily limit up, while 3,640 stocks fell [3][13]. Sector Performance - Resource stocks surged, with gold stocks leading the gains. Sichuan Gold achieved a four-day limit up, while Zhaojin Mining and Hunan Gold saw three consecutive limit ups [4][14]. - Oil and gas stocks collectively rose, with Tongyuan Petroleum and Zhongman Petroleum hitting the limit up, and China National Offshore Oil Corporation (CNOOC) increasing over 6% to reach a new high [5][16]. - The non-ferrous metals sector strengthened, with Silver Industry (Wei Quan) achieving seven consecutive limit ups, and China Aluminum hitting the limit up, marking a 16-year high [6][17]. - The coal sector also saw gains, with Shanxi Coking Coal and Shaanxi Black Cat hitting the limit up [7][18]. Declines - The pharmaceutical and medical stocks faced adjustments, with Bibete and Baipusais falling over 10% [8][19]. Trading Activity - Significant trading activity was noted, with the HuShen 300 ETF from Huatai-PB exceeding 30 billion yuan in trading volume, and other ETFs like the HuShen 300 ETF from E Fund and the CSI 500 ETF also surpassing 20 billion yuan [9][20]. - A report from CITIC Securities indicated that in previous bull markets, overheating trading conditions prompted cooling policies to prevent severe consequences, suggesting that the current proactive cooling measures are aimed at regulating market momentum without altering the overall positive policy stance [9][20].

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 亚洲货币和大宗商品两大市场齐飞！ 高盛的警告 从今天股市的盘面来看，贵金属、有色金属、石油行业、煤炭行业、化学原料、农业种植等板块概念涨幅居 前。市场似乎正在炒作"全面涨价"的逻辑。那么，这个逻辑是否真有那么硬？ 高盛最新警告称，随着价格飙升与需求减弱，基础金属的上涨将面临逆风。高盛股权研究联合负责人Trina Chen表示，真正的生产商开始负面反应。各行业订单量下降了10%至30%，甚至电网订单也在放缓。她表 示，之所以能走到今天，是因为基本面支撑，还有资金流动和宏观环境。但在价格快速上涨之后，这两者不再 互相支持。 不过，除了美元之外，似乎还有其他变量在影响着大宗商品的价格。中金公司认为，天气作为大宗商品市场的 关键扰动变量，让能源、金属、农产品等核心板块同步迎来供需调整，但影响逻辑与核心关切却呈现鲜明 的"同频"不"同调"特征——各板块或聚焦气温波动，或紧盯降水变化，关切维度与影响路径各具差异。 美国总统特朗普表示，并不担心近期美元走贬，美元因此崩跌。相对应地，新兴亚洲货币指数上涨至自去年9 月以来的最高水平，M ...