摘要今日周一(1月12日)亚盘时段，国际黄金目前交投于1031元/克附近，截至发稿，国际黄金最新报 1024.21元/克，涨幅1.25%，最高上探至1031.81元/克，最低触及1011.22元/克。目前来看，国际黄金短 线偏向看涨走势。 今日周一(1月12日)亚盘时段，国际黄金目前交投于1031元/克附近，截至发稿，国际黄金最新报1024.21 元/克，涨幅1.25%，最高上探至1031.81元/克，最低触及1011.22元/克。目前来看，国际黄金短线偏向看 涨走势。 【要闻速递】 美国总统特朗普上周日宣布，委内瑞拉将停止向古巴输送任何石油或资金，并暗示古巴应尽快与华盛顿 达成协议，否则将面临"零石油、零资金"的制裁。此言引发古巴领导层强烈反击。 美国情报机构评估显示，古巴农业、旅游业等关键部门受严重影响，失去委内瑞拉支持将使迪亚斯-卡 内尔执政更艰难，但未明确支持"古巴即将垮台"的预测。 【最新黄金行情解析】 黄金早间开盘即强势拉升，再度刷新历史新高，价格直逼4600一线。当前多头行情主要由两大核心因素 驱动：其一，非农数据不及预期——12月非农就业表现疲软，市场对美联储降息的预期升温，吸引资金 持续涌入 ...

2026年1月12日早盘，现货黄金强势拉涨，盘中首次突破4600美元/盎司，新年首月黄金价格已累计上涨280美元。截至发稿，金价有小幅回落。今日现货白 银同样大涨，盘中飙涨超5%，一度突破83美元。 今日，A股贵金属板块多只股票大涨。截至发稿，晓程科技涨超6%，湖南白银涨近4%，山东黄金涨超3%，招金黄金、西部黄金、山金黄金、中金黄金等跟 涨。 | | 13934 | 名称 | 法婦％V | 坝价 | | --- | --- | --- | --- | --- | | 1 | 300139 | 晓程科技 | +6.25% | 35.87 | | 2 | 002716 | 湖南白银 | +3.67% | 8.19 | | 3 | 600547 | 山东黄金 | +3.43% | 45.26 | | ব | 000506 | 招金黄金 | +2.11% | 14.02 | | 5 | 601069 | 西部黄金 | +1.45% | 29.30 | | 6 | 000975 | 山金国际 | +1.57% | 25.84 | | 7 | 600489 | 中金黄金 | +1.28% | 25.25 | | 8 | ...

Group 1 - On January 12, the London spot gold price surged, breaking through $4600 per ounce for the first time, reaching a high of $4566.88 per ounce before slightly retreating, marking a 1.28% increase [1] - The A-share gold concept sector opened strongly on the same day, with companies like Mingpai Jewelry, Xiaocheng Technology, and Xingye Silver rising over 12%, while Shengda Resources and Hunan Silver increased by over 11% and 7% respectively [1] - Domestic gold jewelry brands also saw price increases, with Chow Tai Fook's gold price rising to 1426 yuan per gram, an increase of 20 yuan; Lao Miao's price reached 1429 yuan per gram, up by 22 yuan; and Zhou Shengsheng's price also at 1429 yuan per gram, increasing by 19 yuan [4] Group 2 - The World Gold Council's 2026 outlook suggests that gold prices could rise by 15% to 30% from current levels due to factors such as declining U.S. Treasury yields, heightened geopolitical tensions, and increased risk aversion [4] - American Bank predicts that gold prices may reach $5000 per ounce by 2026, citing sustained driving forces behind the recent price surge [8] - China International Capital Corporation (CICC) advises to focus on asset trend changes rather than specific gold price predictions, noting that current gold prices are significantly above short-term valuation models, indicating potential bubble risks [8]

Core Viewpoint - The geopolitical tensions, particularly in regions like Ukraine and Iran, have led to a surge in gold prices, reaching historical highs, which has positively impacted the performance of related ETFs and stocks in the metals sector [1][3]. Group 1: Gold Market Dynamics - As of January 12, gold prices on the international COMEX have surpassed $4600 per ounce, marking a new historical peak [3]. - Goldman Sachs predicts that gold prices will rise to $4900 per ounce by the end of 2026, while Yardeni Research has revised its forecast for gold prices from $5000 to $6000 per ounce by the same date, with a long-term outlook suggesting prices could reach $10,000 per ounce by the end of the decade [3]. Group 2: ETF and Stock Performance - The Huabao Nonferrous ETF (159876) saw a price increase of over 2.5% during trading, with a current rise of 0.37%, setting a new high since its listing [1]. - The ETF has attracted significant capital inflow, with a net subscription of 15 million units in real-time and a total of 331 million yuan in the past 10 days [1]. - Key stocks within the ETF, such as Zhong Rare Metals and Shengxin Lithium Energy, have experienced gains exceeding 6% and 4% respectively, while other notable stocks like Shandong Gold and Northern Rare Earth have risen over 2% [1]. Group 3: Broader Market Trends - The Huabao Nonferrous ETF and its associated funds cover a wide range of metals, including copper, aluminum, gold, rare earths, and lithium, allowing for comprehensive exposure to various market cycles [4]. - The current market environment is characterized by liquidity easing, frequent supply disruptions, and strong structural demand, which are expected to sustain price increases for metals like copper, aluminum, and strategic battery metals through 2026 [3].

中国经济网北京1月12日讯湖南黄金（002155）(002155.SZ)今日披露关于湖南黄金股份有限公司股票临 时停牌的公告称，公司拟筹划发行股份购买资产并募集配套资金暨关联交易事项，根据深交所《股票上 市规则》和《上市公司自律监管指引第6号——停复牌》的有关规定，经公司申请，公司股票于2026年1 月12日开市起临时停牌，待公司通过指定媒体披露相关公告后复牌。 ...

Group 1 - The core viewpoint of the articles highlights the surge in gold prices due to escalating geopolitical risks, with gold reaching a historical high of over $4600 per ounce, and predictions of further increases in the coming years [3] - The Huabao Nonferrous ETF (159876) has seen significant inflows, with a net subscription of 15 million units and a total of 331 million yuan in the last 10 days, indicating strong investor interest [1][3] - Major stocks within the nonferrous sector, such as Zhongjin Rare Earth and Shengxin Lithium Energy, have experienced notable price increases, reflecting the overall bullish sentiment in the market [1][3] Group 2 - Goldman Sachs forecasts that gold prices will rise to $4900 per ounce by the end of 2026, while Yardeni Research has raised its long-term gold price target from $5000 to $6000 per ounce, with a potential peak of $10000 per ounce by the end of the decade [3] - The nonferrous ETF Huabao covers a wide range of metals including copper, aluminum, gold, rare earths, and lithium, allowing investors to capture the beta performance across different market cycles [4] - The market outlook suggests that due to loose liquidity, frequent supply disruptions, and strong structural demand, various metals including copper, aluminum, and battery metals are expected to continue their upward trend [3]

消息面上，全球地缘政治风险继续升温，俄乌、伊朗、格陵兰岛方面均有事态升级。避险情绪推升黄金 价格，截至发稿，国际COMEX黄金向上突破4600美元/盎司，再创历史新高！ 伴随火热的行情，资金积极进场！截至发稿，有色ETF华宝（159876）获资金实时净申购1500万份，拉 长时间来看，近10日狂揽3.31亿元！ 成份股方面，中稀有色涨超6%，盛新锂能涨逾4%，兴业银锡、湖南白银、钢研有色、白银有色等个股 涨超3%。权重股方面，山东黄金、北方稀土、赣锋锂业涨逾2%。 展望后市，中信证券指出，在流动性宽松、供应扰动频发和需求结构性强劲的预期下，2026年铜、铝、 金、战略金属、电池金属等品种有望延续涨势，市场对于资源品配置价值的认可度有望进一步提升。 【有色风口已至，"超级周期"势不可挡】 或由于俄乌等地缘事态升级，黄金价格再创历史新高，1月12日，有色ETF华宝（159876）场内价格盘 中涨超2.5%，现涨0.37%，继续刷新上市以来的高点！ 高盛预测，到2026年年底，金价将涨至每盎司4900美元。知名研究机构Yardeni Research大幅上调黄金 价格预期，强调贵金属市场的强劲涨势，主要反映的是宏观 ...

Group 1 - The current spot gold price is 1027.01 CNY per gram, reflecting an increase of 15.08 USD, or 1.49%, from the previous trading day [1] - The opening price for the day was 1011.82 CNY per gram, with a high of 1032.13 CNY and a low of 1011.54 CNY [1] Group 2 - Protests in Iran have escalated, with demonstrations spreading to dozens of cities and hundreds of thousands participating, driven by economic collapse, government corruption, and oppression [2] - The Iranian regime, led by Supreme Leader Khamenei, faces its most severe challenge since 1979, with ongoing economic difficulties and public anger complicating control efforts [2] - Brent crude oil prices surged over 5% to 63 USD per barrel due to supply disruption risks, highlighting global market concerns [2] - The U.S. administration, under President Trump, has threatened to strike Iran, raising fears of a regime change strategy similar to that in Venezuela [2] - Iran has warned that if attacked, U.S. assets in the Middle East and Israel would become "legitimate targets," despite its economic stagnation and high inflation [2] - Analysts suggest that the Iranian regime may persist through restructuring or a Revolutionary Guard coup, with a complete collapse being unlikely but short-term violence and division risks remaining high [2] Group 3 - The gold price analysis indicates that the price has not yet broken previous highs but reached a new historical peak at 8:30 AM [3] - Key support level for price action is at 4550, with a potential upward target of around 4600 if this level is effectively breached [3] - The daily candlestick chart shows a bullish signal with indicators maintaining a golden cross, while the MACD lines are becoming flat, suggesting an overall upward trend [3]

1月12日，现货黄金盘中一度突破4600美元/盎司，创出历史新高；现货白银涨近5%，站上84美元/盎 司，同样创出历史新高。中信证券认为，展望2026年，黄金上涨的确定性仍然较大，主要来自于美国货 币和财政的双宽松预期和美国经济滞胀压力难以短时间消退。中性假设下，模型预期2026年底国际金价 有望超过5100美元/盎司。 消息面上，2026年开局地缘动荡频发。美军此前强行控制并带离委内瑞拉总统马杜罗夫妇；伊朗国内局 势升温，特朗普公开威胁"随时提供帮助"甚至"严厉打击"；特朗普再次公开谈论购买/控制格陵兰岛； 此外，俄乌冲突仍然持续。市场避险需求升温。 黄金股涨幅居前，截至发稿，中国黄金国际(02099)涨4.41%，报168港元；中国白银集团(00815)涨 4.29%，报0.73港元；灵宝黄金(03330)涨3.08%，报20.1港元；山东黄金(01787)涨2.56%，报40.92港元； 招金矿业(01818)涨2.59%，报36.5港元。 ...

Group 1 - In early January 2026, the Hong Kong stock market experienced a wave of significant share purchases by company executives and investment institutions, with over 30 listed companies receiving increased holdings from January 1 to 8 [1] - The share purchases spanned multiple industries, including consumer goods, industrial manufacturing, and others, with notable increases such as GIC Private Limited acquiring 179,700 shares of Haitian Flavoring and Food [1][2] - A noteworthy trend is the increase in cornerstone investors purchasing shares in the secondary market, exemplified by Horizon Together Holding Ltd. acquiring 688,200 shares of Youjia Innovation, indicating strong confidence in the company's future [1][2] Group 2 - Legal expert Xu Haonan noted that cornerstone investors increasing their holdings in the secondary market is seen as a strong confidence signal, representing strategic endorsement from core industry players [2] - Internal company executives are also actively participating in share purchases, with Youjia Innovation's chairman Liu Guoqing buying 50,000 shares and Tianli International Holdings' chairman Luo Shi acquiring approximately 4.03 million shares over several trading days [2] - The companies that received increased holdings are leaders or significant participants in their respective sectors, including consumer products, gold, building materials, apparel, and education [2]