风险提示：海外超预期衰退，影响国内经济复苏进程；国内政策及经济复苏进度不及预期；宏观经济超 预期扰动；政策超预期变化；国际关系变化带来经济环境变化；海外宏观流动性超预期收紧；海外波动 加剧。 责任编辑：王珂 来源：中原证券股份有限公司 投资要点： A 股市场综述 周五（01 月23 日）A 股市场冲高遇阻、小幅震荡上行，早盘股指高开后震荡上行，盘中沪指在4143 点 附近遭遇阻力，随后股指维持震荡，盘中光伏设备、能源金属、电池以及航天航空等行业表现较好；航 空机场、保险、银行以及船舶制造等行业表现较弱，沪指全天基本呈现小幅震荡上行的运行特征。创业 板市场周五震荡上扬，创业板成分指数全天表现强于主板市场。 后市研判及投资建议 周五A 股市场冲高遇阻、小幅震荡上行，早盘股指高开后震荡上行，盘中沪指在4143 点附近遭遇阻 力，随后股指维持震荡，盘中光伏设备、能源金属、电池以及航天航空等行业表现较好；航空机场、保 险、银行以及船舶制造等行业表现较弱，沪指全天基本呈现小幅震荡上行的运行特征。创业板市场周五 震荡上扬，创业板成分指数全天表现强于主板市场。当前上证综指与创业板指数的平均市盈率分别为 16.88 倍、53. ...

太空旅行真的要来啦？！是的！快来看看未来我们未来要坐什么上太空？ 1月18日，穿越者自主研制的穿越者壹号（CYZ1）载人飞船试验舱，完成着陆缓冲系统的综合验证试验。 这不巧了！不久前，我在位于四川温江的一个厂房内，发现了一艘载人飞船！快点击F键跟我一起进入舱内吧！据说船票300万一张？ | 出品人：谭江琦 | | --- | 监制：范英 刘志刚 编导/撰稿：陈旻翔 赵丹 摄影：黄潇 陈旻翔 剪辑/美术： 赵丹 策划：毛漫丁 喻茂 ...

——市场分析 相关报告 《市场分析：航天通信行业领涨 A 股小幅上 行》 2026-01-22 《市场分析：有色半导体领涨 A 股小幅上行》 2026-01-21 《市场分析：金融地产行业领涨 A 股震荡整 固》 2026-01-20 分析师：张刚 登记编码：S0730511010001 zhanggang@ccnew.com 021-50586990 光伏电池行业领涨 A 股震荡上行 联系人： 李智 投资要点： ◼ A 股市场综述 周五（01 月 23 日）A 股市场冲高遇阻、小幅震荡上行，早盘股指高 开后震荡上行，盘中沪指在 4143 点附近遭遇阻力，随后股指维持震 荡，盘中光伏设备、能源金属、电池以及航天航空等行业表现较 好；航空机场、保险、银行以及船舶制造等行业表现较弱，沪指全 天基本呈现小幅震荡上行的运行特征。创业板市场周五震荡上扬， 创业板成分指数全天表现强于主板市场。 ◼ 后市研判及投资建议 周五 A 股市场冲高遇阻、小幅震荡上行，早盘股指高开后震荡上 行，盘中沪指在 4143 点附近遭遇阻力，随后股指维持震荡，盘中光 伏设备、能源金属、电池以及航天航空等行业表现较好；航空机 场、保险、银行以及 ...

| | 板块名称 涨跌幅(%) 板块资金流向 | | 净流入最大 | | --- | --- | --- | --- | | 光伏设备 | 9.14 | 88.42亿元 | 隆基绿能 | | 能源金属 | 5.21 | 29.63亿元 | 赣锋锂业 | | 光学光电子 | 2.45 | 27.43亿元 | 乾照光电 | | 航天航空 | 1.32 | 24.75亿元 | 航天电子 | | 软件开发 | 1.85 | 22.79亿元 | 四维图新 | | 风电设备 | 3.07 | 22.30亿元 | 金风科技 | 据交易所数据显示，截至1月23日收盘，大盘主力资金净流出224.99亿元。主力资金流入前十大板块分别为： 光伏设备（88.42亿元）、 能源金属（29.63亿 元）、 光学光电子（27.43亿元）、航天航空（24.75亿元）、 软件开发（22.79亿元）、 风电设备（22.30亿元）、 有色金属（21.76亿元）、电池（18.49亿 元）、文化 传媒（18.24亿元）、小金属（17.79亿元）。 | 有色金属 | 3.74 | 21.76亿元 | 铜陵有色 | | --- | --- | --- | ...

Group 1 - The main stocks with significant capital inflow as of January 23 include Longi Green Energy (2.692 billion), Aerospace Electronics (1.886 billion), and Goldwind Technology (1.832 billion) [1] - Longi Green Energy experienced a price increase of 10.01% with a capital inflow of 2.692 billion [2] - Aerospace Electronics and China Satellite both saw a price increase of 10% with capital inflows of 1.886 billion and 1.483 billion respectively [2][3] Group 2 - Jin Feng Technology had a price increase of 10% and a capital inflow of 1.832 billion, indicating strong investor interest in wind energy equipment [2] - The stock of 乾照光电 (Qianzhao Optoelectronics) surged by 20.01% with a capital inflow of 1.270 billion, highlighting its performance in the optical and optoelectronic sector [2] - Other notable stocks include Yunnan Zhiye (5.27 billion) and Han's Information (5.05 billion), both showing positive capital inflows and price increases [3]

Core Insights - The main focus of the news is on the significant inflow of capital into specific stocks, highlighting the top 20 stocks with the highest capital inflow as of January 23, with notable performances in various sectors such as photovoltaic equipment, wind power, and aerospace [1][2][3] Group 1: Capital Inflow Data - Longi Green Energy leads with a capital inflow of 2.503 billion yuan and a price increase of 10.01% [2] - Goldwind Technology follows with 1.735 billion yuan and a price increase of 10% [2] - Aerospace Electronic has a capital inflow of 1.718 billion yuan with a price increase of 9.86% [2] - Lens Technology shows a strong performance with a capital inflow of 1.343 billion yuan and a price increase of 13.52% [2] - China Satellite has a capital inflow of 1.200 billion yuan and a price increase of 8.86% [2] Group 2: Sector Performance - The photovoltaic equipment sector is represented by Longi Green Energy and Oriental Sunrise, with inflows of 2.503 billion yuan and 658 million yuan respectively [2][3] - The wind power equipment sector is highlighted by Goldwind Technology with an inflow of 1.735 billion yuan [2] - The aerospace sector includes Aerospace Electronic and China Satellite, with inflows of 1.718 billion yuan and 1.200 billion yuan respectively [2] - The optical and semiconductor sectors are represented by Qian Zhao Optoelectronics and Zhen Lei Technology, with inflows of 1.172 billion yuan and 533 million yuan respectively [2][3]

Group 1 - Elon Musk made a rare appearance at the Davos Forum, engaging in dialogue with BlackRock CEO Larry Fink, marking his first formal attendance at the World Economic Forum [1] - Musk used a pun to mock Trump's so-called "peace committee," referencing ambitions regarding Venezuela and Greenland, which elicited laughter from the audience [1] Group 2 - Musk stated that aging is an "easily solvable problem" and believes humanity will eventually crack the aging issue, suggesting that there is a "clock" regulating the aging process of approximately 35 trillion cells in the body [3] - He acknowledged that extending human lifespan could lead to negative societal impacts, such as stagnation and loss of vitality, but remains optimistic about finding methods to extend life or even reverse aging [4][5] Group 3 - Tesla has deployed some Optimus robots in factories for simple tasks, with expectations that by the end of the year, these robots will handle more complex jobs, and public sales could start by the end of next year if reliability and safety are assured [5] - The Robotaxi service is expected to be widely deployed in the U.S. by the end of this year, with current operations in Austin, Texas, already running without in-car safety supervisors [5] Group 4 - Musk predicts that humanoid robots will eventually outnumber humans, with billions of AI-driven robots fulfilling various needs, leading to unprecedented economic growth [8] - SpaceX aims to achieve complete reusability of its Starship rockets this year, which could reduce space travel costs by 100 times, bringing costs below $100 per pound [10] Group 5 - SpaceX plans to launch a second-generation Starlink satellite communication system by 2027, enhancing its service that currently covers over 400 million people with more than 6 million monthly users [11] - The company has invested in spectrum resources to support this upgrade, which includes a $17 billion agreement to acquire radio spectrum from EchoStar, expected to complete by November 2027 [11][12]

Group 1: Robotics - The robotics industry is expected to thrive, with humanoid robots becoming standard in households, addressing labor shortages in caregiving and other essential areas [2] - Elon Musk predicts that the number of robots will surpass humans, leading to a redefinition of traditional work and human existence [2] - Tesla's humanoid robot, Optimus, is projected to be available for public sale by the end of 2027, with a goal of producing billions of units at low costs to meet human needs [2] Group 2: Energy - Musk identifies electricity as the primary bottleneck for AI development, rather than chip production, with global electricity supply growing at only 3%-4% annually [3] - China leads in solar energy production, with an annual capacity of 1500 GW and deployment exceeding 1000 GW, contributing approximately 250 GW of stable electricity each year [3] - A proposed solar panel area of 100 miles by 100 miles could supply all of the United States' electricity needs, highlighting the potential of solar energy [3] Group 3: Space Exploration - Musk envisions that within 2-3 years, space will become the most cost-effective location for deploying AI data centers due to the efficiency of solar energy in space [5] - The development of fully reusable rockets, such as SpaceX's Starship, is crucial for reducing the cost of access to space by 100 times [5] - SpaceX aims to launch solar-powered AI satellites in the coming years, with a long-term goal of establishing a multi-planetary species [5] Group 4: Autonomous Driving - Full Self-Driving (FSD) technology is claimed to be essentially solved, with some insurance companies recognizing its safety and offering reduced rates for FSD users [6] - Tesla has begun deploying Robotaxi services in several cities, with plans for broader coverage by the end of the year [6] Group 5: Longevity and Exploration - Musk believes that reversing aging is a solvable issue, as aging appears to be synchronized across the body's cells [7] - He warns that achieving immortality could lead to societal stagnation, emphasizing the importance of curiosity and exploration in human life [7] Group 6: Overall Vision - Musk's dialogue presents a comprehensive engineering roadmap where AI surpasses human intelligence, driven by abundant electricity from solar energy, with space as the optimal environment for energy utilization [8] - The integration of robotics, energy solutions, and space exploration is aimed at ushering humanity into an era of abundance while addressing the risks associated with technological advancements [8]

*数据仅供参考，不构成投资建议 据交易所数据显示，截至1月23日午间收盘，主力资金流入前20的股票分别为： 金风科技（15.88亿元）、 航天电子（15.23亿元）、 隆基绿能（12.94亿 元）、 蓝思科技（8.74亿元）、 烽火通信（7.97亿元）、 中国卫星（7.13亿元）、 赣锋锂业（7.00亿元）、 东方日升（6.28亿元）、 TCL科技（6.12亿 元）、 先导智能（5.57亿元）、 中国西电（5.37亿元）、 上海瀚讯（5.06亿元）、 乾照光电（4.99亿元）、 平潭发展（4.96亿元）、 昆仑万维（4.83亿 元）、 臻镭科技（4.37亿元）、 中国中免（4.01亿元）、 同花顺（3.95亿元）、 通宇通讯（3.80亿元）、 广生堂（3.75亿元）。 | 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 金风科技 | 10 | 15.88亿元 | 风电设备 | | 航天电子 | 10 | 15.23亿元 | 航天航空 | | 隆基绿能 | 8.24 | 12.94亿元 | 光伏设备 | | 蓝思科技 | 7.58 | 8 ...

盘面上，马斯克在达沃斯论坛力挺太空光伏，相关概念股全线爆发，迈为科技、奥特维、东方日升 20cm涨停；多重催化剂引爆商业航天板块，巨力索具3连板，中超控股2连板；金银价格续刷新高，黄 金白银股应声上涨，中国黄金、白银有色涨停；商务部等九部门发布《关于促进药品零售行业高质量发 展的意见》，医药商业概念股早盘活跃。此外，保险、煤炭板块调整。 A股三大指数早盘涨跌不一，截至午间收盘，沪指涨0.27%报4133.58点，创业板指跌0.17%，北证50指 数涨3.36%。沪深京三市半日成交额19136亿元，较上日放量1239亿元，全市场超3500只个股上涨。 ...