黄金
Search documents
港股异动 | 黄金股涨幅居前 地缘动荡频发避险需求升温 黄金白银齐创历史新高
智通财经网· 2026-01-12 01:53
智通财经APP获悉,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。 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。 ...
西部黄金1月9日获融资买入6804.88万元,融资余额3.63亿元
Xin Lang Cai Jing· 2026-01-12 01:48
1月9日,西部黄金涨3.81%,成交额8.86亿元。两融数据显示,当日西部黄金获融资买入额6804.88万 元,融资偿还5210.43万元,融资净买入1594.45万元。截至1月9日,西部黄金融资融券余额合计3.64亿 元。 融资方面,西部黄金当日融资买入6804.88万元。当前融资余额3.63亿元,占流通市值的1.42%,融资余 额超过近一年90%分位水平,处于高位。 融券方面,西部黄金1月9日融券偿还4900.00股,融券卖出5700.00股,按当日收盘价计算,卖出金额 16.46万元;融券余量4.14万股,融券余额119.56万元,低于近一年50%分位水平,处于较低位。 资料显示,西部黄金股份有限公司位于新疆维吾尔自治区乌鲁木齐市经济技术开发区融合南路501号, 成立日期2002年5月14日,上市日期2015年1月22日,公司主营业务涉及黄金采选及冶炼,同时从事铁矿 采选以及铬矿石的开采。主营业务收入构成为:黄金产品86.25%,电解金属锰8.57%,硅锰合金 2.44%,加工费、金饰、提金剂及其他2.29%,其他(补充)0.27%,锰矿石0.18%。 截至9月30日,西部黄金股东户数7.94万,较上期 ...
湖南黄金1月12日起临时停牌
Bei Jing Shang Bao· 2026-01-12 01:40
北京商报讯(记者马换换李佳雪)1月12日早间,深交所官网显示,湖南黄金(002155)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,公司股票于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。 ...
年报预览:哪些公司业绩有望超预期
2026-01-12 01:40
Summary of Key Points from the Conference Call Records Industry Overview - The report focuses on the A-share market and its performance, particularly in the context of the upcoming annual report disclosures in January 2026. The market has shown a significant upward trend, reaching a ten-year high, with improved trading sentiment noted since mid-December 2025 [1][6]. Core Insights and Arguments - **Earnings Growth Expectations**: A-share earnings are expected to turn positive in 2025 after four consecutive years of decline. The overall earnings growth for A-shares is projected at approximately 6.5% for the year, with non-financial sectors expected to see a growth rate of 5.4% [1]. - **Sector Performance**: - Financial sector, particularly non-banking, is anticipated to benefit from increased market activity, with expected earnings growth close to 10% [1]. - The consumer sector is facing challenges, with retail sales growth slowing down to 2.9% and 1.3% in October and November respectively, influenced by the phasing out of trade-in policies and high base effects from the previous year [2]. - The TMT (Technology, Media, and Telecommunications) sector is expected to maintain high growth, driven by advancements in AI and increased capital expenditure in certain tech areas [2][4]. Notable Sector Highlights - **Energy and Materials**: The non-ferrous metals sector is expected to perform well due to rising prices and improved demand expectations. Gold prices are also on the rise, supported by geopolitical tensions and a shift away from the US dollar [3]. - **Manufacturing**: The renewable energy sector is seeing a recovery in performance, particularly in the battery and solar industries, with expectations of improved profitability [3][4]. - **Consumer Goods**: Essential consumer goods are expected to face pressure, while discretionary spending may remain subdued due to weak domestic demand [4]. Investment Opportunities - **Key Investment Themes**: - Focus on sectors showing signs of recovery, such as gold, TMT, and non-banking financials [5]. - Opportunities in AI technology and related applications are highlighted, with potential growth in sectors like robotics, consumer electronics, and software applications [5]. - Export-oriented sectors are seen as stable growth opportunities, particularly in home appliances, engineering machinery, and global resource pricing [5]. Potential Risks - **Earnings Disappointments**: Certain companies are flagged for potential underperformance, particularly in the transportation and machinery sectors, due to external factors like international routes and increased competition [13]. - **Market Volatility**: The financial sector may face challenges from declining fee rates and market fluctuations, which could impact brokerage and investment income [4]. Additional Important Information - **Macroeconomic Indicators**: The report notes a marginal improvement in CPI and a narrowing decline in PPI, indicating a mixed economic outlook [8]. - **Market Performance**: The A-share market has shown strong performance with significant increases in major indices, reflecting positive investor sentiment [6]. This summary encapsulates the key insights and projections from the conference call records, providing a comprehensive overview of the current state and future expectations of the A-share market and its sectors.
港股早评:三大指数高开,科技股普涨,金银价格新高黄金股强势
Ge Long Hui· 2026-01-12 01:28
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) ...
快讯:恒指高开0.55% 科指涨0.88% 科网股、黄金股普涨 商业航天概念活跃 豪威集团首日高开逾3%
Xin Lang Cai Jing· 2026-01-12 01:23
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 | ...
伊朗局势突变,黄金再创新高,白银大涨逼近新高,油价延续涨势
Hua Er Jie Jian Wen· 2026-01-12 00:49
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 ...
Asia-Pacific markets set to open higher, tracking Wall Street gains on U.S. jobs data
CNBC· 2026-01-11 23:55
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]
金十数据全球财经早餐 | 2026年1月12日
Jin Shi Shu Ju· 2026-01-11 23:11
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 ...
港股开年增持“忙” 除了股东、高管 基石投资者也加码
Shang Hai Zheng Quan Bao· 2026-01-11 21:55
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].