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刚刚!突发大跳水,特朗普出手!
天天基金网· 2026-01-27 01:06
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! 特朗普突然对韩国出手。 美东时间1月26日,美国总统特朗普宣布,因韩国国会迟迟未批准美韩贸易协议,他已决定将对韩国汽 车、木材、制药产品以及其他"对等关税"项目的税率从15%上调至25%。受此影响,在美上市的韩国 ETF(韩国ETF-iShares MSCI)在美股盘后直线跳水,一度大跌超2%。 受此影响,在美上市的韩国ETF-iShares MSCI在美股盘后直线跳水,一度大跌超2%,截至北京时间 06:50,跌幅达1.64%。 另外,贵金属市场也遭遇剧烈波动,黄金、白银在刷新历史高点后大幅回调。现货白银一度暴涨超14%, 最高报117.7美元/盎司, 随后跳水并几乎抹去全部日内涨幅 , 收报约103.8美元/盎司,涨幅仅剩 0.86%。现货黄金一度大涨2.5%,最高报5111美元/盎司,随后回落至5008美元/盎司,涨幅为 0.51%。 特朗普宣布 1月27日清晨,据央视新闻,当地时间1月26日,美国总统特朗普在其社交平台"真实社交"发文表示,由 于韩国国会未批准并落实此前与美国达成的贸易协议,美方将提高对韩国商品 ...
【立方早知道】特朗普宣布:加征关税/万亿黄金巨头拟280亿元买金矿/稀土价格持续上涨,行业龙头扭亏为盈
Sou Hu Cai Jing· 2026-01-27 00:59
Group 1: Company Developments - Zijin Mining plans to acquire 100% of Allied Gold Corporation for approximately 55 billion CAD (about 28 billion RMB) at a cash price of 44 CAD per share [1] - Dongfang Risen expects a net loss of 2.3 billion to 2.9 billion RMB for the fiscal year 2025, an improvement from a loss of 3.436 billion RMB in the previous year [12] - Multi-Flor expects a net profit of 200 million to 280 million RMB for 2025, recovering from a loss of 308 million RMB in the previous year [15] - China Rare Earth Group anticipates a net profit of 143 million to 185 million RMB for 2025, compared to a loss of 287 million RMB in the previous year, indicating a turnaround [17] - Li Tong Electronics projects a net profit of 270 million to 330 million RMB for 2025, representing a year-on-year increase of 996.83% to 1240.57% [23] Group 2: Market Trends - As of the end of 2025, the number of new energy vehicles in China reached 43.97 million, accounting for 12.01% of the total vehicle population, with pure electric vehicles making up 68.74% of this figure [9] - The price of silver has seen significant increases, with the stock price of Yuguang Jin Lead reaching a historical high, reflecting the rising demand and market conditions [19][20] - China Aluminum International signed new contracts totaling 46.836 billion RMB in 2025, a year-on-year increase of 51.94%, indicating strong growth in the industrial sector [24] Group 3: Policy and Regulatory Updates - The People's Bank of China emphasized the need for proactive assessment of systemic financial risks and the innovation of policy tools to maintain financial market stability [6] - The Ministry of Commerce announced plans to support free trade zones in integrating innovation across key emerging industries, aiming for deeper and broader institutional opening [7] - Tianjin's housing fund management has increased the maximum loan limits for first and second homes, reflecting a supportive policy for the real estate market [10][11]
北京市:推动全国重点实验室集群式发展
Xin Lang Cai Jing· 2026-01-26 19:00
(来源:千龙网) 26日的发布会上,北京市科委、中关村管委会党组成员、副主任翟天瑞介绍,"十五五"时期,北京将通 过多维举措全面激活科技创新动能,推动区域创新发展提质增效。推动在京全国重点实验室集群式发 展。 为巩固科技创新策源引领优势,北京将进一步完善部市合作机制,支持国家实验室牵头承担国家科技重 大专项,跨区域整合创新资源。同时,推动在京全国重点实验室集群式发展,助力清华大学南口全国重 点实验室基地、北京大学昌平产教研融合创新中心建设,强化怀柔重大科技基础设施集群的后续建设与 开放运行。此外,还将支持高水平研究型大学开展使命导向的科技创新,承担国家及区域重大科技攻关 任务,支持中国科学院等国家科研机构在京布局,持续实施攻坚专项和先导专项。 人才是科技创新的核心支撑。翟天瑞表示,北京将大力引进战略科学家、科技领军人才及青年人才,通 过多举措强化人才培育与保障。深化"新工科"建设,鼓励高校超常规布局前沿学科、交叉学科、新兴学 科,引导市属高校新增急需紧缺学科专业和学位授予点;推动"双一流"高校有序扩大招生规模,深化产 教融合协同育人,推进工程硕博士培养改革专项试点,吸纳更多高校与科技型企业参与。同时,布局新 ...
让人才活水激荡起高精尖产业发展澎湃春潮
Xin Lang Cai Jing· 2026-01-26 16:55
Core Viewpoint - Beijing is embarking on a significant development journey for its high-tech industries, emphasizing the importance of building a skilled workforce to drive innovation and economic growth [1][6]. Group 1: High-Tech Industry Development - The Beijing government has prioritized the development of high-tech industries in its work report, focusing on areas such as integrated circuits, international pharmaceutical innovation parks, and the implementation of "AI+" initiatives [1][6]. - The city aims to cultivate a modern industrial system that includes advanced sectors like 6G and quantum technology, requiring a robust and skilled talent pool [1][2]. Group 2: Talent Requirements - The evolving nature of high-tech industries necessitates a new breed of talent that combines deep expertise in specific fields with broad interdisciplinary knowledge [2]. - There is a call for the cultivation of "strategic craftsmen" and "industrial scientists" who possess system thinking, innovative spirit, and excellent execution capabilities [2]. Group 3: Talent Ecosystem - To establish itself as a global benchmark city for the digital economy, Beijing must attract top-tier talent and develop a substantial base of skilled engineers and technical managers [3]. - The city is encouraged to create a competitive talent ecosystem that includes comprehensive educational pathways and strong industry-academia collaboration [3]. Group 4: Structural Talent Optimization - The transition to new economic drivers requires a restructuring of the talent pool, focusing on engineers who understand both traditional crafts and digital technologies [4]. - There is a need for a cultural shift that encourages exploration and tolerates failure, allowing for the emergence of innovative talent [4]. Group 5: Value of Talent - The role of talent has evolved from a mere production factor to a strategic foundation for economic and social development, reflecting a significant change in development philosophy [5]. - High-skilled talent is seen as essential for supporting high-quality development and sustainable competitiveness in Beijing, contributing to the city's overall progress [5].
智通港股解盘 | 霍尔木兹海峡引发市场忧虑 资产类持续受到追捧
Zhi Tong Cai Jing· 2026-01-26 12:54
Market Overview - The market is currently focused on resilience rather than aggressive movements, with A-shares experiencing ETF sell-offs and the Hang Seng Index showing slight fluctuations, closing up 0.06% [1] - Tensions between the US and Iran are at a peak, with concerns over the Strait of Hormuz affecting oil prices, leading to significant gains for companies like China National Offshore Oil Corporation and China Petroleum [1] - Canadian Prime Minister's visit to China resulted in trade agreements, but US President Trump threatened tariffs on Canadian imports if trade agreements with China were pursued [1] Commodity Prices - International gold and silver prices have surged, with gold reaching a historical high of $5093.18 per ounce and silver surpassing $109 per ounce [2] - High-end gold consumption is increasing, with significant consumer interest noted in SKP stores during the Chinese New Year season [2] - Commodity trading companies like Nanhua Futures have benefited from these price increases, with notable stock price rises [2] Uranium Market - The uranium market is showing strength, with a trust fund planning to issue up to $2 billion in transferable trust shares, indicating a growing demand for uranium [3] - Companies like China General Nuclear Power Corporation have seen stock increases of around 10% due to this positive outlook [3] AI and Technology Sector - Tencent is focusing on AI investments, with plans to enhance its AI platform and engage in competitive activities in the AI application space [4] - Companies like Longi Green Energy and Xunlei have also seen stock increases due to their involvement in AI and data center businesses [3][4] Real Estate Market - Hong Kong real estate stocks are expected to see a price increase of 5% to 10% this year, with reports of a potential spin-off of telecommunications assets by CK Hutchison [5] - The domestic real estate market is showing resilience, with significant increases in second-hand home transactions in major cities [5] Health Sector - The emergence of the Nipah virus in India is expected to increase demand for antiviral medications, benefiting companies like Sihuan Pharmaceutical and CanSino Biologics [6][5] - CanSino is advancing its vaccine development for the Nipah virus, reflecting a proactive approach to emerging health threats [6] Coal Industry - A report indicates that coal supply policies may lead to significant reductions in production capacity, potentially improving coal prices in 2026 [7] - Major coal companies like China Shenhua Energy and Yanzhou Coal Mining are positioned to benefit from these changes in supply dynamics [8] Jewelry Market - Chow Tai Fook has reported strong sales growth, particularly in high-margin gold jewelry, with same-store sales in mainland China increasing by 21.4% [9][10] - The company is optimizing its store network and expanding into Southeast Asia, indicating a strategic approach to growth amid rising gold prices [10]
公募基金指数跟踪周报(2026.01.19-2026.01.23):“春季躁动”行情分化,逐步切换至绩优方向-20260126
HWABAO SECURITIES· 2026-01-26 11:42
1. Report Industry Investment Rating There is no information provided regarding the report's industry investment rating in the given content. 2. Core Viewpoints of the Report - In the equity market last week (2026.01.19 - 2026.01.23), under the environment of continuous regulatory policy suppression and abundant liquidity, the market structure was highly differentiated. Weight - stocks in consumption, medicine, and finance declined significantly due to large - scale ETF redemptions by policy funds, while the growth direction was active, and the commercial space sector regained strength after adjustment. As the earnings period begins, the market may rotate towards profit recovery and valuation repair. With the in - depth implementation of anti - involution policies, the investment growth rates of various industries have turned negative, implying future supply contraction, while demand stabilizes under the background of fiscal stimulus and economic recovery. This shift in the supply - demand contradiction consolidates the performance inflection points of leading companies in cyclical sectors such as non - ferrous metals and chemicals, and also drives the rise of sectors with price - increase logic like photovoltaics, lithium batteries, and coal [2][10][12]. - In the fixed - income market last week, short - term bond yields rose, and long - term yields fell. The 1 - year Treasury yield rose 3.95BP to 1.28%, the 10 - year Treasury yield fell 1.26BP to 1.83%, and the 30 - year Treasury yield fell 1.65BP to 2.29%, narrowing the term spread. Some funds entered the bond market for safety as the stock market cooled. The central bank governor's statement about potential reserve requirement ratio and interest rate cuts, along with positive news from the Ministry of Finance and good 7 - year Treasury bond issuance results, contributed to the narrowing of the term spread and the decline of long - term interest rates. There is support for the bond market sentiment, and there are opportunities to capture band trading in ultra - long - term interest - rate bonds [3][13]. 3. Summary by Relevant Catalogs 3.1 Weekly Market Observation 3.1.1 Equity Market Review and Observation - Index performance: Last week, the Shanghai Composite Index rose 0.84%, the CSI 300 fell 0.62%, and the ChiNext Index fell 0.34%. The average daily trading volume of the entire A - share market was 27,972 billion yuan, a decrease from the previous week [10]. - ETF funds: Overall, ETF funds showed a net outflow trend last week. The CSI 300ETF had the most significant share reduction, with 49.603 billion shares less in the past week. The CSI 1000, SSE 50, SSE STAR 50, and CSI A500 also had share reductions of 23.3 billion, 11.5 billion, 9.6 billion, and 7.9 billion respectively. Since January 15, patient funds have continuously redeemed a basket of ETFs, and during this period, some individual stocks with high weight in the index and actively priced by funds performed better. The market trading volume has shrunk from around 4 trillion to around 2.5 trillion, indicating that policy goals have achieved some results. Future market - overheating adjustment methods may focus on cracking down on hot money, relaxing IPOs, and executive share - sales, and the impact of ETF redemptions on the market may weaken marginally [11]. - External factors: The latest US economic data remains resilient, and the November PCE inflation data is in line with market expectations, with no obvious signs of inflation rebound. This week, the Federal Reserve will hold an interest - rate meeting, and the market will focus on the meeting and the earnings reports of large technology companies, especially on performance guidance and the sustainability of profit realization under high valuations. Overseas geopolitical conflicts are also an important short - term uncertainty factor, and market risk - aversion sentiment will remain before the situation in Iran is resolved [11]. 3.1.2 Pan - Fixed - Income Market Review and Observation - Domestic bond market: Last week, short - term bond yields in the domestic bond market rose, and long - term yields fell, narrowing the term spread. The 1 - year Treasury yield rose 3.95BP to 1.28%, the 10 - year Treasury yield fell 1.26BP to 1.83%, and the 30 - year Treasury yield fell 1.65BP to 2.29%. Some funds entered the bond market for safety as the stock market cooled. Positive factors such as the central bank governor's statement on potential reserve requirement ratio and interest rate cuts, the Ministry of Finance's press conference, and good 7 - year Treasury bond issuance results contributed to the narrowing of the term spread and the decline of long - term interest rates. There is support for the bond market sentiment, and there are opportunities to capture band trading in ultra - long - term interest - rate bonds [3][13]. - US Treasury yields: Last week, US Treasury yields fluctuated. The 1 - year US Treasury yield fell 2BP to 3.53%, the 2 - year yield rose 1BP to 3.60%, and the 10 - year yield remained flat at 4.24%. Trump's remarks about Greenland led to European selling of US Treasuries and a rise in yields, but his subsequent attitude reversed the trend. US Treasuries will likely continue to fluctuate in the future, with increased unpredictability [14]. - REITs: Last week, the CSI REITs Total Return Index rose 2.17% to 1047.51 points, and all types of REITs closed higher, with data centers, consumption, and warehousing leading the gains. In the primary market, 5 public REITs withdrew or terminated, including 4 initial projects and 1 expansion project [14][15]. 3.1.3 Public Fund Market Dynamics On January 23, 2026, the China Securities Regulatory Commission issued the "Guidelines for the Performance Comparison Benchmark of Publicly Offered Securities Investment Funds," and the Asset Management Association of China issued the "Operation Rules for the Performance Comparison Benchmark of Publicly Offered Securities Investment Funds." The official versions are generally consistent with the draft versions, with some adjustments including clarifying restrictions on benchmark changes, exempting money - market funds from disclosing performance - benchmark comparisons, and modifying the requirements for long - term performance evaluation by fund evaluation institutions [16]. 3.2 Fund Index Performance Tracking 3.2.1 Equity Strategy Theme - Based Index - Active Stock Fund Selection Index: The index selects 15 funds each period, with equal - weight allocation. It selects active equity funds based on performance competitiveness and style stability within value, balanced, and growth styles, and allocates them according to the style distribution of the CSI Equity - Oriented Fund Index (930950.CSI). The performance benchmark is the CSI Equity - Oriented Fund Index (930950.CSI) [20][21]. 3.2.2 Investment Style - Based Index - Value Stock Fund Selection Index: It includes both deep - value and quality - value styles. It selects 10 funds of deep - value, quality - value, and balanced - value styles based on multi - period style classification. The performance benchmark is the CSI 800 Value Index (H30356.CSI) [24]. - Balanced Stock Fund Selection Index: It selects 10 funds of relatively balanced and value - growth styles based on multi - period style classification. The performance benchmark is the CSI 800 (000906.SH) [24]. - Growth Stock Fund Selection Index: It aims to capture the performance and valuation double - click opportunities of high - growth companies and select "dark - horse" stocks. It selects 10 funds of active - growth, quality - growth, and balanced - growth styles based on multi - period style classification. The performance benchmark is the 800 Growth (H30355.CSI) [27]. 3.2.3 Industry Theme - Based Index - Pharmaceutical Stock Fund Selection Index: It classifies funds according to the intersection market value of fund equity holdings and the constituent stocks of the CITIC Pharmaceutical Index (with an average purity of not less than 60% in the past 3 years or since inception). It constructs an evaluation system in the eligible sample, considering factors such as relative benchmark index win - rate, product drawdown, style stability, and overall performance competitiveness, and selects 15 funds to form the index. The performance benchmark is the pharmaceutical theme fund index (fitted by Huabao Securities' fund research and investment platform) [30][31]. - Consumption Stock Fund Selection Index: It classifies funds according to the intersection market value of fund equity holdings and the constituent stocks of relevant CITIC consumption - related indices (with an average purity of not less than 50% in the past 3 years or since inception). It constructs an evaluation system in the eligible sample and selects 10 funds to form the index. The performance benchmark is the consumption theme fund index (fitted by Huabao Securities' fund research and investment platform) [31][32]. - Technology Stock Fund Selection Index: It classifies funds according to the intersection market value of fund equity holdings and the constituent stocks of relevant CITIC technology - related indices (with an average purity of not less than 60% in the past 3 years or since inception). It constructs an evaluation system in the eligible sample and selects 10 funds to form the index. The performance benchmark is the technology theme fund index (fitted by Huabao Securities' fund research and investment platform) [35]. - High - End Manufacturing Stock Fund Selection Index: It classifies funds according to the intersection market value of fund equity holdings and the constituent stocks of relevant CITIC high - end manufacturing - related indices (with an average purity of not less than 50% in the past 3 years or since inception). It constructs an evaluation system in the eligible sample and selects 10 funds to form the index. The performance benchmark is the high - end manufacturing theme fund index (fitted by Huabao Securities' fund research and investment platform) [40][41]. - Cyclical Stock Fund Selection Index: It classifies funds according to the intersection market value of fund equity holdings and the constituent stocks of relevant CITIC cyclical - related indices (with an average purity of not less than 50% in the past 3 years or since inception). It constructs an evaluation system in the eligible sample and selects 5 funds to form the index. The performance benchmark is the cyclical theme fund index (fitted by Huabao Securities' fund research and investment platform) [43][44]. 3.2.4 Money - Market Enhancement Index - Money - Market Enhancement Strategy Index: It aims at liquidity management, pursuing a curve that exceeds money - market funds and is smooth and upward. It mainly allocates money - market funds with relatively good performance and passive index - bond funds (inter - bank certificate of deposit index funds). The performance benchmark is the CSI Money - Market Fund Index (H11025.CSI) [47]. 3.2.5 Pure - Bond Index - Short - Term Bond Fund Selection Index: It aims at liquidity management, pursuing a smooth and upward curve while controlling drawdown. It mainly allocates 5 funds with stable long - term returns, strict drawdown control, and significant absolute - return ability. The performance benchmark is 50% * Short - Term Pure - Bond Fund Index + 50% * Ordinary Money - Market Fund Index [50]. - Medium - and Long - Term Bond Fund Selection Index: It invests in medium - and long - term pure - bond funds, aiming for stable returns while controlling drawdown. It selects 5 funds with both return and drawdown control, and adjusts the duration and the ratio of credit - bond funds and interest - rate bond funds according to market conditions. The performance benchmark is not clearly stated in a simple formula in the text [52]. 3.2.6 Fixed - Income + Index - Low - Volatility Fixed - Income + Selection Index: The equity center is set at 10%. It selects 10 fixed - income + funds with an equity center (considering convertible bond and stock positions) of less than 15% in the past three years and recently. It focuses on the risk - return ratio and holding experience. The performance benchmark is 10% CSI 800 Index + 90% ChinaBond New Composite Full - Price Index (CBA00303.CS) [55]. - Medium - Volatility Fixed - Income + Selection Index: The equity center is set at 20%. It selects 5 fixed - income + funds with an equity center between 15% and 25% in the past three years and recently, emphasizing the risk - return ratio and performance elasticity. The performance benchmark is 20% CSI 800 Index + 80% ChinaBond New Composite Full - Price Index (CBA00303.CS) [58]. - High - Volatility Fixed - Income + Selection Index: The equity center is set at 30%. It selects 5 fixed - income + funds with an equity center between 25% and 35% in the past three years and recently, emphasizing the risk - return ratio and performance elasticity. It selects funds with stable bond - end returns, no credit - downgrading, and strong stock - selection ability on the equity end. The performance benchmark is 30% CSI 800 Index + 70% ChinaBond New Composite Full - Price Index (CBA00303.CS) [61]. 3.2.7 Other Pan - Fixed - Income Index - Convertible Bond Fund Selection Index: It selects bond funds with an average convertible - bond investment proportion of not less than 60% in the latest period and not less than 80% in the past four quarters as the sample space. It constructs an evaluation system from the fund product, fund manager, and fund company dimensions, considering factors such as long - and short - term returns, drawdown, risk - adjusted returns, and the manager's timing and bond - selection abilities, and selects 5 funds to form the index [64]. - QDII Bond Fund Selection Index: It selects 6 QDII bond funds with stable returns and good risk control based on credit and duration conditions. The underlying assets of QDII bond funds are overseas bonds, covering regions such as the world, Asia, and emerging markets, and investment targets include Chinese - funded US dollar bonds and US dollar bonds [67]. - REITs Fund Selection Index: It selects 10 REITs funds with stable operation, reasonable valuation, and certain elasticity based on the underlying asset type. The underlying assets of REITs are mainly mature, high - quality, and stable - operating infrastructure projects, with relatively clear cash - flow expectations and limited unit - net - value volatility [68].
聚焦丨医健2025年报观察
聚焦丨医健2025年报观察 近期,医药行业公司迎来2025年度财报密集披露期。21新健康将从跨国药企、创新药企、医疗器械、中 医药、零售等细分领域着手,解读医药公司财报数字背后的商业逻辑。 聚焦丨医健2025年报观察 近期,医药行业公司迎来2025年度财报密集披露期。21新健康将从跨国药企、创新药企、医疗器械、中 医药、零售等细分领域着手,解读医药公司财报数字背后的商业逻辑。 ...
市场定位模糊!贝莱德基金本土化试水困局,主动权益产品边缘化
Sou Hu Cai Jing· 2026-01-26 09:25
Core Insights - The 2025 public fund quarterly report indicates a "stronger getting stronger" trend in the active equity fund market, with performance and scale highly correlated to the technology sector and research capabilities [2][10] Group 1: Performance of Active Equity Funds - The median average return for active equity funds in 2025 was 38.30%, with the top ten managers achieving returns as high as 148.78% [2] - Allianz Fund was the only foreign-owned public fund company among the top ten managers, benefiting from deep investments in Chinese tech stocks [2][13] - BlackRock Fund faced challenges in China, with an average return of 27.79% for its ten active equity funds, ranking second to last among foreign-owned public funds [2][3] Group 2: Challenges Faced by BlackRock Fund - BlackRock Fund's core issue is a vague market positioning and lack of a clear "technology growth" brand, leading to underperformance in the 2025 structural bull market [3][7] - The fund's active equity products are seen as "trial" issues, lacking sustained marketing and investor education, resulting in a marginalization of these products [4][9] - Despite having a global research platform, BlackRock's local team has not established an independent active equity research system in China, leading to conservative product strategies [7][8] Group 3: Fund Structure and Holdings - BlackRock's active equity product line includes various fund types, but its active equity products have not seen new issues in 2025, indicating a lack of focus [4][7] - The fund's holdings are primarily concentrated in manufacturing, finance, and consumer sectors, with over 60% of the portfolio in these areas [7] - The flagship product, "BlackRock Advanced Manufacturing One-Year Holding A," led foreign peers with a 63.34% annual return, but other products underperformed [8][14] Group 4: Comparison with Other Foreign Funds - Other foreign public funds in China are transitioning from "trial" to "deep cultivation," showing significant differentiation in product layout, research systems, and performance [10][11] - Allianz Fund stands out with a focused market strategy, achieving a return of 96.01% for its only active equity product since its inception [13][14] - The overall trend indicates that foreign public funds are increasingly focusing on AI, high-end manufacturing, and semiconductor sectors, with a significant portion of their portfolios allocated to these areas [11][15]
收评:创业板指跌近1%,军工、半导体等板块走低,黄金概念强势
截至收盘,沪指微跌0.09%报4132.61点,深证成指跌0.85%,创业板指跌0.91%,上证50指数涨0.57%; 沪深北三市合计成交约3.28万亿元。 1月26日,沪指盘中窄幅震荡,创业板指弱势下探,一度跌超1%;A股市场超3700股飘绿。 (文章来源:证券时报网) 盘面上看,半导体、汽车、地产、军工、零售等板块走低,有色、石油、保险、农业、医药等板块拉 升,黄金概念、生物疫苗、创新药概念等活跃。 银河证券表示,短期来看,春季行情延续,后续板块轮动上涨概率较大,业绩基本面重要性提升。一方 面,1月下旬正值上市公司年报业绩预告集中披露期,关注业绩线索对结构性行情的指引,高景气赛道 与盈利改善细分板块或迎来行情修复。另一方面,美联储议息会议即将召开,市场普遍预计美联储将维 持基准利率不变,政策声明以及新闻发布会表态或阶段性影响市场风险偏好。板块轮动中关注结构性投 资机会。主线一,科技创新板块。短期来看,关注细分板块之间的轮动补涨机会。前期强势的商业航 天、AI应用等主题受到产业趋势催化,但后续内部分化或有所加大。主线二,制造业、资源板块盈利 修复路径清晰。重点关注涨价逻辑下业绩支撑的有色金属、基础化工等行业 ...
收评:创业板指高开低走跌近1% 贵金属板块逆势大涨
转自:新华财经 新华财经北京1月26日电 (胡晨曦)A股三大指数1月26日全天震荡调整,沪指全天横盘震荡,最终微跌 报收;深成指、创业板指高开低走,盘中均跌超1%。沪深两市成交额3.25万亿,较上一个交易日放量 1630亿。盘面上,贵金属板块逆势大涨,中金黄金、西部黄金等多股涨停;油气概念走强,中国海油创 历史新高,洲际油气4天3板;太空光伏概念反复活跃,明阳智能、拓日新能、协鑫集成涨停;医药股集 体走强,凯普生物、迈克生物等涨停。下跌方面,商业航天概念调整,中国卫星、中国卫通等多股跌 停。 截至收盘,沪指报4132.61点,跌幅0.09%,成交14519亿元;深证成指报14316.64点,跌幅0.85%,成交 17963亿元;创业板指报3319.15点,跌幅0.91%,成交8452亿元;科创50指数报1532.80点,跌幅 1.35%,成交1089亿元。 热点板块 中国光伏组件、精细陶瓷等23项团体标准被确认为国际标准提案 据了解,2025年市场监管总局持续推动团体标准高质量发展,指导将先进团体标准转化为国际标准,取 得积极进展。中国光伏行业协会、中关村材料试验技术联盟、中国细胞生物学学会等社会团体,组织产 ...