5000、5100、5200、5300、5400、5500美元/盎司……2026年伊始，现货黄金上演历史性突破。2026年伊始，全球金融市场见证了一项历史性纪录的诞 生。 但连续多日狂飙之后，贵金属及有色金属市场在1月30日遭遇大规模获利了结，出现史诗级暴跌。 | 西部矿业 | | 35.60 | -9.99% +12.20% | | --- | --- | --- | --- | | 601168 融 | | | | | 黄金开采 | 黄金加工 | | | | 恒邦股份 | | 20.66 | -9.98% +20.12% | | 002237 融 | | | | | 黄金加工 | | | | | 湖南白银 | | 19.04 | -9.98% +15.82% | | 002716 融 | | | | | 鹏欣资源 | | 10.04 | -9.96% +5.13% | | 600490 融 | | | | 今日港股黄金股普遍承压。 截至发稿，赤峰黄金(06693.HK)跌10.09%、山东黄金(01787.HK)跌8.34%、紫金黄金国际(02259.HK)跌8.10%、招金矿业(01818.HK)跌6. ...

金饰需求受到挤压 Wind数据显示，截至北京时间1月30日22:00，伦敦现货黄金盘中一度跌超8%，最低触及4941.61美元/盎 司。金价高位跳水引发连锁反应，中国证券报记者在有着"北京水贝"之称的天雅珠宝城走访时发现，市 场观望情绪非常浓厚，成交一夜之间从火热降至冰点。有商家坦言，不光客户观望，很多出售一口价产 品的人也不知道应该如何给折扣，现在是进退两难。 ● 本报记者 董添 市场出现浓厚观望情绪 1月29日、1月30日，中国证券报记者在天雅珠宝城进行走访发现，受国际金价大幅波动影响，市场成交 冰火两重天。 1月29日，COMEX黄金期货盘中一度达到5626.8美元/盎司，盘中巨震，市场销售人员握着手机不时刷 新实时金价。"早上一个价，中午一个价，下午收市又是一个价。很多客户最近几天都在这里蹲点，虽 然成交依旧火热，但受金价高位震荡影响，观望气氛逐渐浓厚起来。"一家从事黄金批发的销售人员告 诉中国证券报记者。 而到了1月30日，记者走访发现，受当日金价大跌影响，成交从火热瞬间降到了冰点。"今天黄金克价比 昨天直接便宜了几十元。之前金价持续上涨时，大家出手都特别果断，而金价下跌后，很多客户反而不 敢下手了 ...

近日，黄金、白银价格大幅波动，引发各界关注。中国证券报·中证金牛座记者对有"北京水贝市场"之称的天雅珠宝城进行走访调研发现，金价接连突破新 高并大幅震荡后，市场观望气氛浓厚，成交从火热直接降至冰点。 "不光客户观望，很多出售一口价产品的人也不知道应该如何给折扣，现在是进退两难，犹豫不决。"有商家坦言。 市场出现浓厚观望情绪 1月29日、1月30日，中国证券报记者连续对天雅珠宝城进行走访发现，受国际金价大幅波动影响，市场成交同样冰火两重天。 1月29日，COMEX黄金期货一度上涨至5626.8美元/盎司。在市场里，销售人员拿着手机不时刷新实时金价。 "早上一个价，中午一个价，下午收市又是一个价。很多客户最近几天都在这里蹲点，但受金价高位震荡影响，观望气氛也逐渐浓厚起来。"一家从事黄金批 发的销售人员告诉记者。 而到了1月30日，记者走访发现，受当日金价大跌影响，成交直接降到了冰点。"今天金价比昨天一克便宜了几十元。之前金价持续上涨时，大家出手都特别 果断，而金价下跌后，很多客户反而不敢下手了。今天到现在一单成交都没有。"有商家告诉记者。 记者走访发现，受近期金价暴涨影响，不但黄金产品受到追捧，黄金相关产品同样走 ...

Group 1: Market Overview - The current market is characterized by high volatility and elevated levels, suggesting that a "long money, long investment" strategy may be a rational choice for investors [3][5][6] - The A-share market's upward momentum is driven by the shifting balance of power between China and the U.S., leading to capital flow and value reassessment [9][10] - Recent market fluctuations indicate strong support levels, with a notable rebound after a brief dip below previous lows, reflecting a robust market sentiment [5][9] Group 2: Commodity Market Insights - The commodity market is witnessing a consensus on the value of resources in a "weak fiat currency" era, with the Trump administration's interference in Federal Reserve decisions accelerating the price increase logic for commodities [3][6][7] - Coal prices are supported by a recent uptick in spot prices and favorable policies, with the coal sector attracting long-term investment due to its stable high dividend yield [4][15][18] - Gold prices have shown significant volatility, with recent highs nearing $5,600 before dropping below $5,000, yet the long-term fundamentals for gold remain strong, suggesting potential buying opportunities during corrections [4][18][24] Group 3: Economic and Geopolitical Factors - The U.S. economy faces challenges, including concerns over "stagflation," which may limit the Federal Reserve's monetary policy options, increasing the appeal of gold as a hedge against asset depreciation [22][23] - Geopolitical tensions in regions like the Middle East and Ukraine contribute to heightened market risk aversion, providing additional support for gold prices [23][24] - China's economic recovery may be accelerated by rising commodity prices, which could help break the negative feedback loop affecting domestic economic growth [11][12]

Group 1 - The U.S. stock market opened lower on January 30, with the Dow Jones down 0.18%, Nasdaq down 0.49%, and S&P 500 down 0.34% [1] - The Dow Jones Industrial Average was at 48,982.81, down 88.75 points, while the Nasdaq Index was at 23,569.54, down 115.58 points, and the S&P 500 was at 6,945.36, down 23.65 points [2] - The technology sector showed a decline, with the seven major U.S. tech companies down 0.68%, and the Chinese tech leaders down 1.22% [2] Group 2 - The storage sector performed strongly, with SanDisk surging 22%, having increased over 130% since the beginning of the year; Micron Technology rose over 3%, with a month-to-date increase of over 57%, and its market value surpassing $500 billion for the first time; Western Digital rose by 2% [2] - The precious metals sector experienced significant declines, with Pan American Silver down nearly 11%, Harmony Gold down 8.6%, and Newmont Mining down 6.8% [3]

Market Overview - On January 30, US stock indices opened lower, with the Dow Jones down 0.18%, Nasdaq down 0.49%, and S&P 500 down 0.34% [1][2]. Index Performance - Dow Jones Industrial Average: 48,982.81, down 88.75 points (-0.18%) [2] - Nasdaq Index: 23,569.54, down 115.58 points (-0.49%) [2] - S&P 500 Index: 6,945.36, down 23.65 points (-0.34%) [2] Major Technology Companies - The seven major US technology companies: 66,020.30, down 454.78 points (-0.68%) [2] - Chinese concept technology leaders: 4,411.37, down 54.56 points (-1.22%) [2] - China Golden Dragon Index: 7,885.93, down 33.55 points (-0.42%) [2] Futures Market - Dow Jones Futures: 48,970, down 200 points (-0.41%) [2] - Nasdaq 100 Futures: 25,839.00, down 160.25 points (-0.62%) [2] - S&P 500 Futures: 6,965.00, down 27.75 points (-0.40%) [2] Sector Performance - The storage sector showed strong performance, with SanDisk rising 22%, having increased over 130% since the beginning of the year; Q2 revenue and gross margin exceeded expectations [2]. - Micron Technology rose over 3%, with a monthly increase of over 57%, marking a market capitalization surpassing $500 billion [2]. - Western Digital increased by 2% [2]. Precious Metals Sector - The precious metals sector experienced significant declines, with Pan American Silver down nearly 11%, Harmony Gold down 8.6%, and Newmont Mining down 6.8% [2].

Group 1: Market Overview - U.S. stock market opened lower with the Dow Jones down 0.34%, Nasdaq down 0.45%, and S&P 500 down 0.35% [1] Group 2: Storage Sector Performance - The storage sector saw a strong increase, with SanDisk rising by 22%, and has gained over 130% since the beginning of the year; SanDisk's Q2 revenue and earnings per share for fiscal year 2026 significantly exceeded expectations [1] - Micron Technology increased by 3.3%, and Western Digital rose by 2% [1] Group 3: Precious Metals Sector Performance - The precious metals sector experienced a collective decline, with Pan American Silver dropping nearly 11%, Harmony Gold falling by 8.6%, and Newmont Mining decreasing by 6.8% [2]

美股开盘集体下跌，道指跌0.34%，纳指跌0.45%，标普500指数跌0.35%。存储板块强势上涨，闪迪再 度大涨22%，美光科技涨3.3%，西部数据涨2%。贵金属板块集体走低，泛美白银大跌近11%，哈莫尼 黄金跌8.6%，纽曼矿业跌6.8%。 ...

1月30日，现货黄金5000美元/盎司这一关键的整数与心理关口，在盘中被击穿。 当黄金市场从历史高点急速骤降，拖累A股黄金板块全线回调之时，市场的另一端却呈现出另一番景 象：石油、煤炭等传统能源板块强势上扬。 从极速拉升到高位跳水 本周，国际黄金市场的波动幅度击穿了所有常规预判。行情始于1月25日，伦敦现货黄金从4800美元/盎 司附近启动加速拉升，在短短3天内连续冲破5000美元/盎司等多个整数关口。1月29日盘中，金价最高 触及5596美元/盎司的历史极值，将年初以来的累计涨幅一度扩大至接近20%。 不过，这一轮上涨势头在巅峰时刻戛然而止。1月29日当天，金价在创下历史新高后急转直下，出现惊 人抛售。现货黄金价格从5530美元/盎司附近跌至5105.83美元/盎司，日内最大跌幅达5.7%，一度跌超 400美元。1月30日，金价呈现单边急速下行，盘中一度跌破5000美元/盎司关口，跌幅超过8%。 同日，A股市场黄金概念板块全线重挫，掀起跌停潮。云南铜业、白银有色、江西铜业、中金黄金、山 东黄金等个股跌停。全市场跌停的8只ETF均为黄金股、有色相关ETF，其中6只为黄金股相关ETF。 业内热议后市布局思路 对 ...

Core Viewpoint - Shandong Gold (600547.SH) expects a net profit attributable to shareholders of the parent company for the year 2025 to be between 4.6 billion to 4.9 billion yuan, representing an increase of 1.6 billion to 1.9 billion yuan compared to the previous year, which is a year-on-year increase of 56% to 66% [1] Summary by Category - Financial Performance - The company anticipates a net profit of 4.6 billion to 4.9 billion yuan for 2025 [1] - This represents an increase of 1.6 billion to 1.9 billion yuan compared to the previous year [1] - The expected year-on-year growth rate is between 56% to 66% [1]