港股三大指数高开，恒指涨0.55%，国指涨0.75%，恒生科技指数涨0.88%。大型科技股普遍上涨，其 中、美团涨近3%，百度涨超2%。现货金银价格创新高，黄金首次突破4600美元，黄金股引领有色金属 股上涨，赤峰黄金涨4%，灵宝黄金、山东黄金齐涨，生物医药股、风电股继续活跃，其中金风科技涨 超4%。另外，濠赌股、电子消费股、快递股走低。(格隆汇) ...

客户端 美股上周五造好，美国最新职位增长逊预期，未有影响市场气氛，三大指数均录得升幅收市。美元走势 向上，美国十年期债息维持于4.17厘水平，金价表现理想，油价走势亦向好。 今日港股三大指数集体高开，恒指开盘涨0.55%，报26376.84点，恒科指涨0.88%，国企指数涨0.75%。 盘面上，科网股普涨，美团、百度、哔哩哔哩涨超2%，快手涨超1%；黄金股普涨，赤峰黄金涨4%；商 业航天概念继续活跃，亚太卫星涨超5%；芯片股高开，天数智芯涨超3%；今日豪威集团登陆港交所， 首日高开逾3%。 美股上周五造好，美国最新职位增长逊预期，未有影响市场气氛，三大指数均录得升幅收市。美元走势 向上，美国十年期债息维持于4.17厘水平，金价表现理想，油价走势亦向好。 今日港股三大指数集体高开，恒指开盘涨0.55%，报26376.84点，恒科指涨0.88%，国企指数涨0.75%。 盘面上，科网股普涨，美团、百度、哔哩哔哩涨超2%，快手涨超1%；黄金股普涨，赤峰黄金涨4%；商 业航天概念继续活跃，亚太卫星涨超5%；芯片股高开，天数智芯涨超3%；今日豪威集团登陆港交所， 首日高开逾3%。 | 名称 | 最新价 | 涨跌幅 へ | ...

地缘政治风险压过供应过剩担忧，成为市场新主导逻辑。黄金再创新高，白银涨近3%，布伦特原油涨超1%逼近64美元/桶，同时市场正通过期权市场大举押 注油价上涨。据央视与新华社消息，特朗普将于13日商讨包括军事打击、派遣航母及网络攻击在内的多种干预方案。伊朗确认在近期动荡中数百人丧生。 伊朗方面的最新事态正在成为主导全球大宗商品市场的新逻辑。 1月12日周一避险情绪显著升温， 日内涨近2%，升破4590美元大关，再创历史新高。 涨幅扩大至4%，价格继续位于83美元的历史高位水平，逼近历史新高。 BZmain 布伦特原油(现金)主连 (2603) 交易中 01/11 19:26:29 (美东) 63.61 + +0.27 +0.43% 最高 1500 64.00 今开 63.41 成交量 最低 昨收 63.29 63.34 成交额 0 @ 5日 日K 周K 月к 季K 年K 1分 3分 5分 10分 15分 30分 1小时 2小时 3小时 4小时 | 1月 3月 63.96 63.61 63.36 62.75 62.15 61.55 60.94 60.34 A 59.74 成交量 VOL: 0.000 400.00 ...

Group 1 - Asia-Pacific markets opened higher, influenced by Wall Street gains following a U.S. job report indicating fewer jobs created in December than expected, despite a decrease in the unemployment rate, suggesting labor market resilience [1] - Investors are monitoring oil prices as protests in Iran continue, resulting in over 500 fatalities, with President Trump considering intervention options [2] - Brent crude futures increased by 0.84% to $63.87 per barrel, while U.S. West Texas Intermediate crude rose by 0.83% to $59.62 [2] Group 2 - Spot gold prices surged over 1.6% to reach an all-time high of $4,581.29 per ounce [3]

男生普通话版 下载mp3 女声普通话版 下载mp3 粤语版 下载mp3 西南方言版 下载mp3 东北话版 下载mp3 上海话版 下载mp3 今日优选 白宫证实，特朗普的社交媒体账户无意中泄露了汇总的就业数据 特朗普：不会再有委内瑞拉石油与资金流向古巴 伊朗总统：政府认可和平抗议行为，愿与抗议团体会面 高市早苗拟于1月解散众议院举行大选 财政部、国家税务总局：自2026年4月1日起，取消光伏等产品增值税出口退税 广期所调整铂、钯期货合约涨跌停板幅度和交易保证金标准 沪深两市历史第五次突破3万亿大关 证监会对天普股份股票交易异常波动公告涉嫌重大遗漏立案调查 市场盘点 上周五，最新公布的美国失业率低于前值和预期，增加了美联储本月维持利率不变的概率，美元指数重回99整数关口上方，创近一个月新高，最终收涨 0.30%，报99.14；基准的10年期美债收益率最终收报4.1900%，对美联储政策利率敏感的2年期美债收益率收报3.5130%。 因美国12月非农新增就业人口低于预期，以及特朗普引发地缘政治不确定性，现货黄金重回4500美元上方，最终收涨0.70%，报4509.02美元/盎司；现货白 银最终收涨3.81%，报79 ...

Core Viewpoint - The Hong Kong stock market is experiencing a surge in share buybacks from company executives, major shareholders, and institutional investors, signaling strong confidence in the market at the beginning of 2026 [1][2]. Group 1: Company Actions - Over 30 Hong Kong-listed companies have seen share buybacks from executives and institutions between January 1 and 8, 2026, indicating a trend of increased confidence among key stakeholders [1]. - Horizon Together Holding Ltd., a cornerstone investor, purchased a total of 688,200 shares of Youjia Innovation in the open market, reflecting a strong belief in the company's future business prospects [1][2]. - Youjia Innovation's executives, including its chairman Liu Guoqing, bought 50,000 shares of the company between January 5 and 7, representing approximately 0.03% of the total issued shares [2]. Group 2: Institutional Investments - Other companies such as Haitian Flavoring and Food Company, Baiyunshan Pharmaceutical, and Naxin Microelectronics have also received significant share buybacks from institutional investors, indicating a broader trend across various sectors [3]. - For instance, Haitian Flavoring received an increase of 179,700 shares from GIC Private Limited, while Baiyunshan saw an increase of 30,000 shares from LSV Asset Management [3]. Group 3: Industry Insights - The companies involved in these buybacks span various industries, including consumer goods, gold, building materials, and education, with many being leaders or significant players in their respective fields [4]. - Analysts suggest that the buybacks from leading companies reflect a stable customer base and clear profit models, indicating a positive outlook for future growth [4].

Core Insights - The Hong Kong stock market is experiencing a surge in share buybacks from company executives, major shareholders, and institutional investors, signaling strong confidence in the market at the start of 2026 [1][2] - Notably, cornerstone investors are increasingly participating in secondary market purchases, which is viewed as a strong endorsement of the companies' long-term prospects [1][2] Company Actions - Horizon Together Holding Ltd., a cornerstone investor, purchased 688,200 shares of Youjia Innovation, indicating confidence in the company's future and its strategic importance within its parent company's ecosystem [2] - Youjia Innovation's executives, including its chairman Liu Guoqing, also increased their holdings by purchasing 50,000 shares, representing approximately 0.03% of the company's total issued shares [2] - Other executives and shareholders of Youjia Innovation have committed to extending their lock-up periods, reflecting their long-term confidence in the company's core technology and market potential [2] Institutional Investments - Several other Hong Kong-listed companies have also seen institutional buybacks, including Haitan Weiye, which received an increase of 179,700 shares from GIC Private Limited, and Baiyun Mountain, which saw an increase of 30,000 shares from LSV Asset Management [3] - Tianli International Holdings' chairman purchased a total of 1,030,000 shares over four trading days, representing about 0.2% of the company's total issued shares [3] Industry Overview - The companies involved in these buybacks span various sectors, including consumer goods, gold, building materials, apparel, and education, with many being industry leaders or significant players [4] - For instance, Heng'an International is a leading company in the domestic hygiene products sector, while Haitan Weiye is a prominent player in China's condiment industry [4] - Analysts suggest that the buyback activities reflect a positive outlook on the future development prospects of these leading companies, which have established stable customer bases and clear profit models [4]

Group 1: Gold Bar and Related Prices - The price of bank gold bars has dropped to 1017 yuan per gram, reflecting subtle changes in market demand for gold amidst fluctuations in gold jewelry prices [1] - Brand gold jewelry prices range from 1387 to 1390 yuan per gram for brands like Chow Tai Fook and Chow Sang Sang, while investment gold bars are priced at 1016 yuan per gram [2] - Financial institutions show varying gold bar prices, with China Construction Bank's Longding gold bar at 1003.2 yuan per gram and Industrial and Commercial Bank's Ruyi gold bar at 993.2 yuan per gram [2] Group 2: International and Domestic Gold Market Trends - The international gold price is reported at 4465.24 USD per ounce, with a daily increase of 16.42 USD, while domestic gold prices have seen a slight rise, with the current price at 1013.00 yuan per gram, up 0.36% [3] - Shanghai Gold Exchange's reference price for gold 9999 is 1014.64 yuan per gram, remaining stable [3] Group 3: Water Bay Market Transformation and Development - The Water Bay market is undergoing a transformation towards value, innovation, and diversification, focusing on product and service value, increasing R&D investment, and enhancing product design [4] - The introduction of services like "old for new" jewelry exchanges is becoming a new growth point, appealing to consumers [4] Group 4: Shanghai Gold Exchange and Precious Metal Recycling Market - Prices for major trading varieties on the Shanghai Gold Exchange have fluctuated, with gold 9999 priced at 974.9 yuan per gram, down 0.71% from the previous day [5] - The recycling market for gold jewelry is quoted at 967 yuan per gram for 99.9% purity gold, while platinum jewelry is at 435 yuan per gram [5] Group 5: Economic Factors Behind the Gold Market - Economic analysts predict a continued decline in the dollar, with rising metal prices indicating the dollar's weakness, influenced by Trump's tariff policies and the Federal Reserve's easing monetary policy [7] - In 2025, gold prices surged by 65%, silver by nearly 150%, and copper by over 40%, while the dollar's share in global reserves decreased, suggesting potential further increases in precious metal prices [7]

Group 1: Copper - The LME copper price increased by 1.94% to $12,702.0 per ton, while Shanghai copper rose by 3.23% to 101,400 yuan per ton [1] - Domestic copper inventory increased by 6.29% week-on-week, marking six consecutive weeks of accumulation, with total inventory up by 168,100 tons year-on-year [1][12] - The operating rate of the yellow copper rod industry decreased by 0.61% to 46.98%, while the enameled wire industry saw a decline of 0.66% in operating rate to 74.87% [1][12] Group 2: Aluminum - The LME aluminum price rose by 2.22% to $3,088.00 per ton, and Shanghai aluminum increased by 6.13% to 24,300 yuan per ton [2][13] - The operating rate of domestic aluminum processing leading enterprises increased by 0.2% to 60.1%, indicating a mixed performance across different aluminum processing sectors [2][13] - The total production capacity of metallurgical-grade alumina reached 110.32 million tons per year, with an operating rate of 80.51% [2][13] Group 3: Gold - COMEX gold price increased by 3.36% to $4,487.9 per ounce, with SPDR gold holdings rising by 2 tons to 1,067.13 tons [3][14] - Geopolitical risks, including U.S. military actions in Venezuela and unrest in Iran, have contributed to a strong and volatile market for gold [3][14] Group 4: Rare Earths - The price of praseodymium and neodymium oxide increased by 2.90%, with November exports of rare earth permanent magnets rising by 12% month-on-month and 28% year-on-year, reaching a historical high for the month [4][36] - The expectation of more relaxed export policies and ongoing supply constraints are likely to support future demand and price increases in the rare earth sector [4][36] Group 5: Lithium - The average price of lithium carbonate increased by 11.5% to 131,800 yuan per ton, while lithium hydroxide rose by 10.9% to 126,900 yuan per ton [4][60] - Total lithium carbonate production reached 22,500 tons, with a slight increase of 0.01 million tons week-on-week [4][60] Group 6: Cobalt - The price of cobalt in the Jiangxi market rose by 1.1% to 460,000 yuan per ton, with cobalt intermediate prices also showing slight increases [5][63] - The overall cobalt market remains strong, with supply tightness expected to continue, supporting price stability [5][63] Group 7: Nickel - LME nickel price increased by 1.8% to $17,100 per ton, while Shanghai nickel rose by 4.3% to 138,000 yuan per ton [5][64] - Nickel market sentiment turned optimistic due to potential tightening of nickel ore quotas in Indonesia, leading to price increases [5][64]

Investment Rating - The report maintains a rating of "Outperform" for the industry [6] Core Views - Precious metals are experiencing high volatility due to geopolitical tensions, with gold prices supported by weak manufacturing data and expectations of further monetary easing from the Federal Reserve [3][11] - Industrial metals, particularly copper, are facing supply disruptions amid geopolitical tensions, leading to fluctuating prices, while aluminum prices are influenced by international supply constraints and domestic demand [4][12][13] - The price of lithium carbonate has surged significantly, driven by strong demand from the electric vehicle and energy storage sectors, indicating potential investment opportunities in lithium-related stocks [17][18] - Other minor metals, such as rare earths, are showing stable price increases, with limited low-priced offerings in the market [19] Summary by Sections 1. Precious Metals - Geopolitical conflicts have heightened demand for safe-haven assets, leading to fluctuations in gold prices, with the market awaiting key economic data [10][11] - Key stocks to watch include Zijin Mining, Zhongjin Lingbao, and various H-shares [3][11] 2. Industrial Metals - Copper prices have seen a rise due to supply concerns from Chile and Ecuador, with market optimism for year-end prices [4][12] - Aluminum prices have been volatile, influenced by geopolitical tensions and domestic consumption patterns [13][16] - Notable stocks include Jiangxi Copper, Luoyang Molybdenum, and various H-shares [4][16] 3. New Energy Metals - Lithium carbonate prices have increased significantly, with futures prices nearing 150,000 yuan/ton, indicating strong demand from the supply chain [17] - Key stocks in this sector include Ganfeng Lithium, Tianhua, and others [18] 4. Other Minor Metals - Rare earth prices are on the rise, with limited low-priced offerings in the market, indicating a tightening supply [19] - Stocks to monitor include China Rare Earth, Northern Rare Earth, and others [19] 5. Market Review - The non-ferrous metals index rose by 8.6%, outperforming the broader market, with tungsten showing the largest gains among sub-sectors [22][30] - Top-performing stocks include Zhizhe New Materials and Dongyangguang, with significant price increases noted [33] 6. Valuation - The current P/E ratio for the non-ferrous metals industry stands at 32.29, with aluminum showing potential for valuation increases due to supply constraints [35]