↑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 ...

海外方面，美国1月消费者信心指数环比下降9.7点至84.5，创2014年以来新低，显示美国消费者对经济 前景信心严重不足，预示国内消费市场承压，影响经济增长预期。同时，美国总统特朗普称美元表现良 好、不担心下跌，还表示可让美元如悠悠球般波动，其言论加剧市场对美元走势的不确定性担忧，美元 指数一度跌超1%至95.7905，创近四年新低。因锌等基本金属以美元计价，美元弱势走低直接提升其估 值，提振锌价上行。 基本面方面，国内锌市供需双弱格局延续。供应端，国内锌精矿现货加工费低位运行，冶炼厂加工费跌 破成本线，生产利润受挤压，积极性受挫，供应偏紧，为锌价提供有力支撑。目前，国内主流锌精矿加 工费在1100 - 1500元/金属吨区间。进口矿加工费低位震荡，不过沪伦比值回正，采购进口矿经济性提 升，采购情绪升温，成交及矿山招标增多，主流成交在30 - 40美元/干吨区间波动，但弱势加工费仍加 大冶炼厂生产压力，限制精炼锌产出。需求端，近期国内需求疲软，临近春节，部分下游企业陆续放 假，对锌需求预期欠佳。月初以来，国内精炼锌社会库存震荡，截至周一，全国主要市场锌锭库存为 10.99万吨，较1月22日增加0.13万吨，增 ...

1月28日铜期货市场动态：今日沪期铜先跌后涨，午后受周边金属大涨带动反弹。主力月2603合约开盘 价报101900元/吨，最高103600元/吨，最低100700元/吨，昨结102770元/吨，今日收盘价报103060元/ 吨，涨290元，涨幅0.28%。沪铜主力2603合约全天成交量240397手减少5280手，持仓量227436手减少 2305手。亚盘时段，伦铜震荡走强，北京时间14：51最新报价13181美元/吨，涨157美元/吨，涨幅 1.21%。 长江铜业网铜价格统计：今日国内现货铜价格小跌，长江现货1#铜价报101660元/吨，跌30元，贴水 110-贴水70，跌40元；长江综合1#铜价报101555元/吨，跌25元，贴水250-贴水140，跌35元；广东现货 1#铜价报101490元/吨，持平，贴水360-贴水160，跌10元；上海地区1#铜价报101510元/吨，跌50元，贴 水280-贴水200，跌60元。 长江铜市分析： 新浪合作大平台期货开户 安全快捷有保障 基本面未发生实质变化，库存仍紧张、供应受限。但短期看，伦沪两市库存持续累积，伦铜库存升至 2025年5月以来最高，上期所铜库存达九 ...

Market Overview - The Shanghai Composite Index closed up 0.27% at 4151.24 points, while the Shenzhen Component Index rose 0.09%, and the ChiNext Index fell 0.57% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 29,923 billion yuan, an increase of 708 billion yuan compared to the previous trading day [1] - Major indices in Japan and South Korea mostly rose, with the Nikkei 225 up 0.05% and the KOSPI up 1.69%, reaching a record closing high [1] Commodity Market - Domestic commodity futures saw most contracts rise, with the Shanghai aluminum contract increasing over 5% [2] - Other commodities such as asphalt, gold, and alumina rose over 3%, while crude oil and zinc increased over 2% [2] - Gold and related ETFs saw significant gains, with several ETFs rising over 9% [2] Fund Flow - The top ten stocks by net fund inflow included China Aluminum, which received a net inflow of 1.909 billion yuan [3] Institutional Insights - UBS noted that multiple factors continue to support gold prices, with central banks increasing gold purchases amid favorable macroeconomic conditions [4] - Industrial catalysts are expected in February, particularly in the AI application sector, with major tech companies competing for market share [4] - CITIC Construction Investment recommends focusing on a "technology + resource" dual strategy, highlighting the strong outlook for AI semiconductors and new energy sectors [5]

恒邦股份公告称，公司股票（证券代码：002237）在2026年1月26日至1月28日连续三个交易日收盘价格 涨幅偏离值累计超过20%，属于异常波动。公司董事会自查并向控股股东等核实，前期披露信息无更正 补充，未发现影响股价的未公开重大信息，生产经营正常，不存在应披露未披露重大事项，异常波动期 间控股股东及实控人未买卖公司股票。公司计划3月25日披露2025年年报。 ...