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【每日收评】创业板指探底回升涨超1%,算力硬件股集体爆发,资源类周期股批量跌停
Xin Lang Cai Jing· 2026-01-30 08:43
智通财经1月30日讯,今日市场探底回升,三大指数涨跌不一,沪指早盘一度跌破4100点,最终跌幅接近1%,创业板指探底回升涨超1%。沪深两市成交额 2.84万亿,较上个交易日缩量3945亿。盘面上热点快速轮动,全市场个股涨跌互现。其中算力硬件概念逆势爆发,天孚通信涨超10%、长飞光纤涨停,均创 历史新高。农业概念反复活跃,农发种业3天2板。下跌方面,有色金属板块集体大跌,贵金属方向领跌,晓程科技、赤峰黄金等多股跌停。截至收盘,沪指 跌0.96%,深成指跌0.66%,创业板指涨1.27%。 板块方面 个股方面 个股层面来看,今日市场亏钱效应明显提升,全市场超50股跌停,其中资源类周期股跌幅居前。其中包含了多数昨日连板高标,如白银有色、豫光金铅、招 金黄金等,3板以上的个股仅湖南黄金一只个股成功晋级。另一方面,紫金矿业、洛阳钼业、北方稀土、中国铝业等权重标的同样大幅回调。贵金属短期在 经历快速上涨后,累积了较大的获利盘,所以今日集中兑现也在情理之中。不过贵金属中期向上的趋势并不会轻易扭转,故在短线风险的充分释放后,仍可 留意产业逻辑较正,且筹码结构保持相对完好的核心个股的低吸机会。 算力硬件股再度走强,致尚科技、长 ...
从千年古韵到振兴热土——"2026年农民新春大联欢"缘何落地山西浑源
Zhong Guo Xin Wen Wang· 2026-01-30 07:56
Core Viewpoint - The article highlights the transformation of Hunyuan County in Shanxi from a historical cultural site to a modern industrial hub, showcasing its rich heritage and recent economic developments through tourism and agriculture [1][3][7]. Group 1: Cultural Heritage - Hunyuan County is home to significant historical sites, including the Hanging Monastery, which has a history of over 1,500 years and is recognized as one of the world's top ten dangerous buildings by Time Magazine [3][5]. - The county's cultural foundation is further enriched by the Yong'an Zen Temple, known for its exquisite water and land wall paintings, which depict over 880 figures and 135 stories [5]. Group 2: Industrial Development - Hunyuan has modernized its traditional agricultural practices, particularly in the cultivation of Huangqi (Astragalus), with 395,000 mu (approximately 26,333 hectares) of suitable land and an annual production of 25 million kilograms, generating a total industry output value of 1.5 billion yuan [7][9]. - The local cuisine, specifically Hunyuan Liangfen (a type of cold noodle), has evolved into an industrial cluster, with two certified companies and the establishment of a cultural park, creating thousands of jobs [9]. Group 3: Tourism Growth - In 2025, Hunyuan County saw significant tourism growth, with 4.39 million visitors to the Hengshan Scenic Area and ticket revenues reaching 130 million yuan, marking increases of 2.3 times and 3.3 times, respectively, compared to the end of the 13th Five-Year Plan [10][12]. - The county has embraced a "Tourism+" model, integrating various industries and enhancing visitor experiences through immersive projects and cultural events, leading to a tenfold increase in revenue from cultural products [10][12]. Group 4: Rural Revitalization - Hunyuan has made notable strides in rural revitalization, with 536,300 mu (approximately 35,420 hectares) of grain sowing area and an investment of 175 million yuan in 78 projects to ensure food security [16]. - The county's development strategy for the 14th Five-Year Plan focuses on creating a national-level tourist resort and a historical cultural city, enhancing the local economy and improving living standards for residents [16]. Group 5: Cultural Integration - Hunyuan exemplifies the concept of "harmony in diversity," showcasing the coexistence of different cultures and traditions, from the teachings of various religions at Hengshan to the innovative practices in tourism and agriculture [16][17].
1月收官日 A股再度上演绝地翻盘!发生了什么?
Mei Ri Jing Ji Xin Wen· 2026-01-30 07:52
1月30日,上证指数收跌0.96%,创业板指涨1.27%。 黄金、基本金属概念股现跌停潮,白酒、地产、券商、油气板块跌幅靠前,商业航天、金融科技、光 伏、AI应用题材调整。CPO、宇树机器人概念股活跃,农业股走强。 本月来看,上证指数累计涨3.76%,呈现"冲高后窄幅震荡"的走势,一月中旬再创十年新高后小幅回 落,最终站稳4100点关口上方。科创50指数表现较强,月累计上涨超12%。上证50指数走出"先扬后 抑"的态势,日线一度收出6连阴。 今天(1月30日),一月最后的交易日,A股市场又一次走出"深V"反转。 并且这个V的幅度比本周二(1月27日)更深,虽然三大指数没能全线翻红,但仍称得上"绝地大反 攻"。 以沪指为例,从日线来看,"金针探底"的针一度插到了30日线上方。 因此今天的复盘,我们为大家解答三个问题: (1)早盘,市场为何急跌探底? 最显性的原因,无疑是在贵金属市场的剧烈震荡下,A股相关板块大幅低开,引发的资金出逃。 | F9 不复权 超级叠加 画线 丁具 ♡ > | 伦敦金现 | | SPTAUUSDOZ | | | --- | --- | --- | --- | --- | | 2025/1 ...
今日涨跌停股分析:57只涨停股、60只跌停股,农业种植概念活跃,农发种业3天2板,登海种业等涨停
Xin Lang Cai Jing· 2026-01-30 07:19
Group 1 - The A-share market experienced a total of 57 stocks hitting the daily limit up and 60 stocks hitting the daily limit down on January 30 [1] - The agricultural planting sector was active, with companies like Nongfa Seed Industry and Denghai Seed Industry reaching the limit up [1] - The laser industry concept strengthened, with Jepu Te hitting the limit up [1] Group 2 - CPO concept stocks rose, with Hengtong Optic-Electric hitting the limit up [1] - Tian Di Online achieved 6 limit ups in 10 days, while *ST Chengchang had 6 limit ups in 7 days [1] - Other notable stocks included Hunan Gold with 5 consecutive limit ups and Tianqi Co. with 3 limit ups in 5 days [1] Group 3 - *ST Wanfang faced 14 consecutive limit downs, while *ST Jinglun had 4 consecutive limit downs [1] - *ST Sailong experienced 3 consecutive limit downs, and other companies like Jinmoly Co. and Pengxin Resources also faced limit downs [1]
算力股大幅走强 创业板指涨逾1%
Mei Ri Jing Ji Xin Wen· 2026-01-30 06:26
Group 1 - The core viewpoint of the article highlights a mixed performance in the stock market, with the ChiNext Index rising over 1% while the Shanghai Composite Index fell by 1.14% and the Shenzhen Component Index decreased by 0.85% [1] Group 2 - The agricultural planting and computing power industry chain sectors showed the highest index gains [1] - In contrast, the non-ferrous metals and oil and gas sectors experienced the largest index declines [1]
农业种植盘中走强,养殖ETF(516760)多股上涨
Xin Lang Cai Jing· 2026-01-30 05:51
截至2026年1月30日 13:35,中证畜牧养殖指数(930707)上涨0.61%,成分股兄弟科技上涨6.66%,晓鸣股 份上涨5.13%,回盛生物上涨3.69%,罗牛山上涨3.08%,大北农上涨2.94%。养殖ETF(516760)多空胶 着,最新报价0.69元。 农业种植走强,消息面上,1月29日,生意社大豆基准价为4468.00元/吨,与本月初相比,上涨了 1.18%。此外,我国粮食产量达到了14298亿斤,再创历史新高。 风险提示:基金有风险,投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产,但不保证本基金一定盈利,也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则,在做出投资决策后,基金运营状况与基金净值变化引致的投资风险,由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现,基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金,既可能按其持有份额分享基金投资所产生的收益,也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件,全面认识本基金的 风险收益特征和产品特性,并根据自身的 ...
帮主午间观察:市场“劈叉”,黄金退潮时谁在裸泳?
Sou Hu Cai Jing· 2026-01-30 03:49
各位朋友,中午好,我是帮主郑重。打开行情软件,估计不少朋友心里咯噔一下:指数怎么又绿了?沪 指跌超1%,近4000只个股下跌,昨天还火热的黄金、有色板块,今天直接趴窝,多只股票跌停。但有 意思的是,创业板居然翻红了,农业、旅游、CPO这些板块还在逆势活跃。这市场,是不是有点精神分 裂?别急,帮主用20年摸爬滚打的经验,带你盘盘这盘面底下的门道。 第一,检查你的持仓,区分"情绪票"和"底气票"。像今天被国际价格带着暴跌的品种,问问自己,如果 今晚金价继续跌,你拿不拿得住?如果拿不住,说明你的持仓更多是情绪驱动,午后要考虑的是如何控 制回撤,而不是盲目补仓。相反,如果你的持仓在今日调整中表现抗跌,甚至逆势走强,并且你清楚知 道它走强的逻辑(比如订单、业绩、产业趋势),那反而可以多一分淡定。 第二,把目光从指数的涨跌,移向"结构的变化"。今天指数虽弱,但创业板强,一些科技细分领域强。 这说明市场内部在做高低切换和风格再平衡。午后,重点不是赌指数V型反转,而是观察:哪些板块在 指数回调时承接有力,哪些前期热门板块的流出资金最明显?这可能是下一阶段风向的提前预告。 第三,学会利用市场的"噪音"去做研究。今天农业股涨了, ...
午评:创业板指V型反弹涨0.8%,算力硬件概念逆势爆发
Feng Huang Wang· 2026-01-30 03:48
Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index regaining the 4100-point level and the ChiNext Index experiencing a "V-shaped" recovery after initially dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 83.6 billion yuan compared to the previous trading day [1] - Over 3800 stocks in the market declined, indicating a broad market weakness [1] Sector Performance - The computing hardware sector surged against the trend, with Tianfu Communication rising over 10% and Changfei Optical Fiber hitting the daily limit, both reaching historical highs [1] - AI application stocks saw a midday rally, with Electric Sound Co. hitting the daily limit and Yueliang Media also reaching the limit [1] - The film and television sector was active, with Hengdian Film and Television achieving two consecutive limit-ups [1] - The agriculture sector showed repeated activity, with Nongfa Seed Industry achieving two limit-ups in three days [1] Declining Sectors - The non-ferrous metals sector experienced a collective decline, with precious metals leading the drop, including stocks like Xiaocheng Technology and Chifeng Gold hitting the daily limit down [1] - The lithium mining sector also faced significant declines, with Jinyuan Co. hitting the daily limit down [1] Closing Summary - At the close, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index decreased by 0.96%, while the ChiNext Index rose by 0.8% [1]
午评:创业板指V型反弹涨0.8% 算力硬件概念逆势爆发
Mei Ri Jing Ji Xin Wen· 2026-01-30 03:37
Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index regaining the 4100-point level and the ChiNext Index experiencing a "V-shaped" recovery after initially dropping over 1% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.93 trillion yuan, a decrease of 83.6 billion yuan compared to the previous trading day [1] Sector Performance - The computing hardware sector surged against the trend, with Tianfu Communication (300394) rising over 10% and Changfei Fiber (601869) hitting the daily limit, both reaching historical highs [1] - AI application stocks saw significant gains, with Diansheng Co. (300805) hitting the daily limit and Yilun Media (603598) also reaching the daily limit [1] - The film and television sector was active, with Hengdian Film (603103) achieving two consecutive limit-up days [1] - The agriculture sector showed repeated activity, with Nongfa Seed Industry (600313) achieving two limit-up days in three days [1] Declining Sectors - The non-ferrous metals sector experienced a collective decline, with precious metals leading the drop, including stocks like Xiaocheng Technology (300139) and Chifeng Gold (600988) hitting the daily limit down [1] - The lithium mining sector faced significant declines, with Jinyuan Co. (000546) hitting the daily limit down [1] Index Closing - At the close, the Shanghai Composite Index fell by 1.19%, the Shenzhen Component Index decreased by 0.96%, while the ChiNext Index rose by 0.8% [1]
三级联动促绿肥增效,惠州探索绿色农业新路径
Nan Fang Nong Cun Bao· 2026-01-30 01:33
三级联动促绿肥 增效,惠州探索 绿色农业新路径 _南方+_南方 plus 以草养地、以绿 增肥,绿肥承载 着土壤的健康和 农业的可持续发 展。近年来,广 东大力推广种植 紫云英等绿肥, 将绿肥种植作为 保障粮食安全、 促进生态文明建 设的重要抓手。 近日,广东省农 业环境与耕地质 量保护中心联合 惠州市、县 (区)农技部 门,深入惠州龙 门、惠城、惠阳 等地开展冬种绿 肥与绿色种养循 环农业专题调 研。 省市县联合调研组到惠州专题调研冬种绿肥 本次调研聚焦绿 肥推广经验总结 与产业模式创 新,以为全省农 业绿色转型提 供"惠州经验" 。 据调研,惠州通 过体系创新、种 源保育和模式探 索"三轮驱动" , 正推动绿肥种植 从单一"养地"功 能向"兴业富 民"多元价值延 伸。 三级联动 把脉绿肥增效新 路径 此次调研"三级 联动",由省农 业环境与耕地质 量保护中心、惠 州市农业农村综 合服务中心及相 关县(区)农技 人员组成联合调 研组,深入龙 门、惠城、惠阳 等地的田间地 头,考察多个绿 肥技术示范点。 本次调研,聚焦 广东绿肥适种品 种筛选、本地紫 云英资源保育、 稻田与果园套种 绿肥,及新垦复 耕地绿肥种 ...