证券之星消息，1月19日贵金属板块较上一交易日上涨4.18%，四川黄金领涨。当日上证指数报收于 4114.0，上涨0.29%。深证成指报收于14294.05，上涨0.09%。贵金属板块个股涨跌见下表： | 代码 | 名称 | | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 600489 | 中金黄金 | | 3.42 Z | 14.61% | -9769.86万 | -4.17% | -2.45 Z | -10.44% | | 600547 | 山东黄金 | | 3.01亿 | 14.26% | -3790.13万 | -1.80% | -2.63 Z | -12.46% | | 001337 四川黄金 | | | 2.36 Z | 16.76% | -5057.81万 | -3.60% | -1.85 Z | -13.16% | | 600988 | 赤峰黄金 | | 1.89 Z | 8.25% | -5769.90万 ...

Core Viewpoint - The report from CICC indicates that the Trump administration's decision to postpone tariffs on critical minerals may lead to a cooling of speculative sentiment in the precious metals market, with a more stable upward movement expected for gold prices this year [1] Group 1: Precious Metals Market Dynamics - The prices of precious metals like silver and gold have shown strong performance since December, driven by expectations of Federal Reserve rate cuts and inventory tightness during delivery periods [1] - Silver inventory at the London Bullion Market Association (LBMA) increased to 27,800 tons by the end of last year, but actual inventory levels remain constrained due to simultaneous increases in U.S. and European silver ETFs [1][2] - The market anticipates the U.S. government's tariff policy on critical minerals to be finalized soon, with a significant increase in actual delivery demand for COMEX silver futures observed in early January [2] Group 2: Geopolitical and Economic Factors - Global macroeconomic uncertainties and geopolitical risks have led to a rise in safe-haven trading, supporting demand for precious metals [2] - The Trump administration's announcement on January 14 to delay tariff decisions may reduce short-term trade disruption risks, potentially cooling speculative sentiment in the silver market [3] Group 3: Future Outlook for Gold and Silver - CICC believes that gold prices may experience a more stable upward trend compared to silver, with potential adjustments providing investment opportunities [4] - The market's cautious pricing of interest rate cuts by the Federal Reserve suggests limited adjustment space for gold, while silver faces ongoing inventory concerns and tariff risks, indicating greater price volatility [4]

每经编辑｜吴永久 周一，上证指数有所企稳，盘面上，电网设备、贵金属、燃气轮机板块涨幅居前。截至收盘，沪指涨0.29%，收报4114.00点。沪深京三市成交额27325亿 元，较上周五缩量3243亿元。 燃气轮机的下游为电力、石油化工、交通运输等应用领域。目前燃气轮机行业处于供不应求阶段，全球燃气轮机三巨头订单大幅增长。 消息面上，1月15日至16日，中国航发"太行7"燃气轮机创新发展示范项目、"太行15"燃气轮机创新发展示范项目、"太行110"重型燃气轮机创新发展示范 项目成功完成国家能源局燃气轮机创新发展示范项目评估验收。 由每日经济新闻App举办的掘金大赛第82期比赛于1月19日开始，周一是开赛首日，多位选手跑步入场，他们抓住了行情机会。比赛报名时间为1月17日到 1月30日，比赛时间为1月19日到1月30日。大赛为模拟炒股，模拟资金50万元。每期比赛结束，正收益就获现金奖励！报名就拿福利！冲刺月度积分王大 奖！ 报名方式： 首先下载每日经济新闻App，然后打开每日经济新闻App，点击页面最下方的"私人订制"，点击主页上的"掘金大赛"，点击"免费参赛"，然后输入参赛昵 称，就能报名了。需要注意的是，只有在 ...

贵金属市场近期持续火爆，黄金和白银价格一路上扬，成为投资热点。然而，在一片"抢金银"的喧嚣中，一个原本廉价 的工业金属——铜——也悄然"出圈"，以投资铜条的形式登上了投资舞台。 在全国最大的黄金珠宝集散地深圳水贝，已有商家开始试水销售纯度为999.9的投资铜条，1公斤售价最高达280元。这让 不少网友惊呼："以为是段子，原来是真的！" 深圳水贝市场历来是黄金白银的集散地，但如今，金座、银座等商家的柜台上，出现了规格为500克和1000克的999.9纯铜 条。 1000克（1公斤）铜条的报价在180元至280元不等。 大部分商家没有现货，需预订，等待时间3到7天。 商家表示，咨询量大增，但真正下单购买的客户很少。大家普遍担忧回收和未来升值空间。连水贝的商家都觉得"离 谱"，感叹这还是不是"遍地黄金"的市场。 不仅是铜，市场对其他金属的关注度也在迅速提高。在杭州，有投资者开始关注更为稀有的铟锭。 据杭州老福林打金店老板老林透露，铟锭的涨势更为惊人： 一个月前约3000元/公斤，现在已涨至3900元左右，一个月暴 涨近1000元。 有网友分享，两个月前网购的1公斤铟锭，当时花了2800元，现在已涨到4100元左右。 ...

Market Overview - The A-share market experienced a slight fluctuation with the Shanghai Composite Index rising by 0.29% to 4114.00, the Shenzhen Component Index increasing by 0.09% to 14294.05, and the ChiNext Index declining by 0.7% to 3337.61, with a total market turnover exceeding 2.7 trillion yuan [1][12]. Sector Performance - The electric grid equipment sector saw significant gains, with companies like Baobian Electric, China West Electric, and Guangdian Electric hitting the daily limit [14]. - Sanbian Technology, which specializes in oil-immersed power transformers and modular substations, experienced a dramatic trading session, initially hitting the daily limit down before closing at the limit up, with a total transaction volume of 2.592 billion yuan. The company's stock has surged by 65.69% year-to-date [15][17]. Precious Metals - The precious metals sector showed strong performance, with Sichuan Gold and Zhaojin Gold both reaching the daily limit [19]. - Gold and silver prices reached historical highs, with spot gold exceeding $4690 per ounce and spot silver surpassing $94 per ounce, driven by geopolitical tensions and market dynamics [21]. Commercial Aerospace - The commercial aerospace sector was active, with stocks like AVIC Aircraft and Aero Engine Control hitting the daily limit [18]. - Beijing Chuanxuan Space Technology Co. announced the successful completion of a key test for its manned spacecraft, marking a significant milestone in China's commercial space sector [23]. - The commercial aerospace market is expected to evolve in two phases: the initial focus on rocket manufacturing followed by satellite platforms and payloads, with a growing emphasis on satellite applications and services [24].

特朗普的这一言论遭到欧洲多国领导人的强烈谴责，欧盟方面更是明确表示，或将暂缓批准去年达成的 一项贸易协定。 经历2025年全年的低迷行情，以及10月暴跌后的持续萎靡，加密货币市场在2026年初一度展现复苏势 头。1月14日，比特币价格一度攀升至近9.8万美元，多只美国上市的比特币ETF也录得大额资金流入。 对冲基金DACM联合创始人Richard Galvin分析称："年初的这轮上涨，本质是年末税损抛售潮和市场全 面止损后，加密货币从超卖区间的技术性反弹。"他进一步指出，此次关税风波给反弹势头踩下了刹车; 而黄金价格创历史新高的行情也印证，本轮加密货币抛售是市场整体避险情绪升温的结果，而非加密货 币板块的独立行情。 据CoinGlass统计，过去24小时内，加密货币市场的多头头寸累计爆仓金额达7.9亿美元。BTC Markets分 析师Rachael Lucas表示，若当前支撑位失守，比特币价格下一个目标将看向9万美元关口;不过多头阵营 认为，机构资金的持续入场有望成为市场的重要支撑。 在美国总统特朗普宣布拟对八个欧洲国家加征新关税后，避险需求升温令风险资产普遍承压，加密货币 市场随之遭遇重挫。 周一早盘，比 ...

今天竞价阶段，容百科技一度被摁在跌停板上，正式交易后虽然有所回升，但是截止收盘，股价仍跌超11%，一起来看具体情况。 ↑点击上面图片 加雪球核心交流群 ↑ 三大指数涨跌不一，沪指走势较强，创业板指冲高回落。截至收盘，沪指涨0.29%，深成指涨0.09%，创业板指跌0.7%。全市场成交27321亿 元，较上日缩量3243亿元，超3500只个股飘红。 盘面上，贵金属、电网设备领涨，软件开发表现低迷。此外值得关注的是容百科技因公告误导性陈述被立案调查，一起来看今天的热点。 01 借千亿大单炒作股价？ 证监会立案！ 18日晚间，中国证监会网站发布《证监会对 容百科技 重大合同公告涉嫌误导性陈述立案调查》，这也直接导致容百科技今日股价跳水。 容百科技 1月13日公告，公司与 宁德时代 签署《磷酸铁锂正极材料采购合作协议》。协议约定，自2026年第一季度开始至2031年， 容百科技 合 计为 宁德时代 供应国内区域磷酸铁锂正极材料预计为30 5万吨，协议总销售金额超1200亿元。 当晚， 容百科技 便收到上交所问询函，被要求核实并补充披露协议相关事 项。上交所要求其就信息披露准确性、协议内容、内幕交易防控等事项 进行自查 ...

MACD金叉信号形成，这些股涨势不错！ 1月19日，A股市场三大指数涨跌不一，创指低开低走跌近1%。截至收盘，上证指数涨0.29%，深证成 指涨0.09%，创业板指跌0.7%；北证50涨0.02%。沪深两市成交额约27084.27亿元，较前一个交易日缩量 约3178.95亿元。 盘面上，电网设备板块爆发，三变电器、森源电气、汉缆股份、广电电气、平高电气、大连电瓷、中国 西电、保变电气、许继电气、双杰电气、国电南自、江苏华辰、特变电工、亿能电力、思源电气等超20 股涨停；机器人板块震荡拉升，锋龙股份、日盈电子、铁流股份、浙江仙通、胜利精密、五洲新春（维 权）、东睦股份等涨停；商业航天板块回暖，北摩高科、航发科技、航发控制、中航机载等涨停；贵金 属板块再度走高，四川黄金、招金黄金、博迁新材等涨停；AI应用概念局部走高，新里程、天地在 线、巨人网络等涨停；下跌方面，半导体概念走低。 ...

Market Overview - China's GDP is projected to grow by 5% year-on-year by 2025, with A-shares showing mixed performance today; the Shanghai Composite Index rose by 0.29% to 4114 points, while the Shenzhen Component increased by 0.09%, and the ChiNext Index fell by 0.7% [1] - The total market turnover reached 2.73 trillion yuan, a decrease of 324.3 billion yuan compared to the previous trading day, with over 3500 stocks rising [1] Sector Performance - The State Grid announced that fixed asset investment during the 14th Five-Year Plan period is expected to reach 4 trillion yuan, leading to a surge in the electric grid equipment sector, with over ten stocks hitting the daily limit [2][6] - Precious metals stocks performed strongly, with Sichuan Gold and Zhaojin Mining both hitting the daily limit, and other stocks like Shandong Gold and Zhongjin Gold also seeing significant gains [4][5] - The Hainan Free Trade Zone concept stocks surged, with Hainan Development hitting the daily limit and other stocks like Shen Nong Agriculture and Jinpan Technology also showing strong performance [8][9] - The commercial aerospace sector was active, with stocks like Oke Yi and Can Neng Electric hitting the daily limit, driven by successful tests of a manned spacecraft by Beijing Chuan Yue Technology [10][11] Notable Declines - The Kimi concept and AI corpus sectors saw declines, with stocks like People's Daily and Vision China hitting the daily limit down [2] - Communication equipment stocks faced significant losses, with Ruijie Networks dropping over 12% and other stocks like Cambridge Technology and Oriental Communication hitting the daily limit down [12][14] - Baogang Co. experienced a sharp decline of 5.2% following an explosion at its plate factory, resulting in casualties and production disruptions [15][16] Future Outlook - The market is expected to transition to a volatile trend after reaching previous highs, with increased focus on earnings disclosures as January progresses. Companies with better-than-expected earnings or those that stabilize post-disclosure are likely to attract attention [18]

Market Overview - The A-share market showed mixed performance on January 19, with the Shanghai Composite Index closing at 4114.00 points, up 0.29%, while the Shenzhen Component Index rose 0.09% to 14294.05 points, and the ChiNext Index fell 0.70% to 3337.61 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.71 trillion yuan, a decrease of 317.9 billion yuan compared to the previous trading day [1] Sector Performance - The aviation, tourism, hotel and catering, and electrical equipment sectors saw significant gains, while the internet, communication equipment, software services, and semiconductor sectors experienced declines [1] - The electric grid equipment sector had a notable surge, with several stocks hitting the daily limit, including Baobian Electric and China West Electric [2] - The precious metals sector also performed well, with stocks like Sichuan Gold and Zhaojin Gold reaching their daily limit [2] Institutional Insights - According to Jifeng Investment Advisory, the market is in an upward trend, with many sectors finding support at the 60-day moving average, indicating a new round of upward momentum [3] - Citic Securities highlighted the strategic importance of global rare earth resources, predicting a sustained increase in demand from emerging sectors such as electric vehicles and humanoid robots, leading to a potential supply-demand gap by 2026 [4] Economic Forecast - The National Bureau of Statistics projected a 5% year-on-year growth for China's GDP in 2025, with quarterly growth rates of 5.4%, 5.2%, 4.8%, and 4.5% respectively [5] Company Developments - Xiaomi's second-generation self-developed SoC, the Xuanjie O2, is expected to utilize TSMC's N3P process, with plans to expand its application beyond smartphones to tablets, cars, and computers [6]