1月26日，沪指下跌0.09%，深成指下跌0.85%，创业板指下跌0.91%，沪深300指数上涨0.10%。可交易 A股中，上涨的有1604只，占比29.36%，下跌的3771只。 今日各行业资金流向 | 行业 | 日涨跌幅（%） | 资金流向（亿元） | 行业 | 日涨跌幅（%） | 资金流向（亿元） | | --- | --- | --- | --- | --- | --- | | 非银金融 | 0.79 | 34.93 | 交通运输 | -0.26 | -15.20 | | 医药生物 | 0.29 | 28.39 | 房地产 | -2.23 | -19.26 | | 银行 | 0.44 | 22.50 | 商贸零售 | -1.93 | -20.01 | | 通信 | 0.30 | 13.81 | 公用事业 | -0.19 | -20.36 | | 石油石化 | 3.18 | 8.06 | 建筑装饰 | 0.16 | -21.95 | | 煤炭 | 2.07 | 4.50 | 有色金属 | 4.57 | -28.51 | | 美容护理 | -0.87 | -0.40 | 家用电器 | -1.68 | -3 ...

沪指1月26日下跌0.09%，申万所属行业中，今日上涨的有10个，涨幅居前的行业为有色金属、石油石 化，涨幅分别为4.57%、3.18%。跌幅居前的行业为国防军工、汽车，跌幅分别为4.47%、2.31%。电子 行业今日下跌2.24%。 资金面上看，两市主力资金全天净流出1143.17亿元，今日有6个行业主力资金净流入，非银金融行业主 力资金净流入规模居首，该行业今日上涨0.79%，全天净流入资金34.93亿元，其次是医药生物行业，日 涨幅为0.29%，净流入资金为28.39亿元。 主力资金净流出的行业有25个，电子行业主力资金净流出规模居首，全天净流出资金277.21亿元，其次 是电力设备行业，净流出资金为203.06亿元，净流出资金较多的还有国防军工、机械设备、汽车等行 业。 电子行业今日下跌2.24%，全天主力资金净流出277.21亿元，该行业所属的个股共476只，今日上涨的有 68只；下跌的有405只，跌停的有5只。以资金流向数据进行统计，该行业资金净流入的个股有115只， 其中，净流入资金超亿元的有15只，净流入资金居首的是澜起科技，今日净流入资金6.88亿元，紧随其 后的是香农芯创、沃尔核材，净流入 ...

资金面上看，两市主力资金全天净流出1143.17亿元，今日有6个行业主力资金净流入，非银金融行业主 力资金净流入规模居首，该行业今日上涨0.79%，全天净流入资金34.93亿元，其次是医药生物行业，日 涨幅为0.29%，净流入资金为28.39亿元。 主力资金净流出的行业有25个，电子行业主力资金净流出规模居首，全天净流出资金277.21亿元，其次 是电力设备行业，净流出资金为203.06亿元，净流出资金较多的还有国防军工、机械设备、汽车等行 业。 国防军工行业今日下跌4.47%，全天主力资金净流出191.70亿元，该行业所属的个股共138只，今日上涨 的有7只，涨停的有1只；下跌的有130只，跌停的有7只。以资金流向数据进行统计，该行业资金净流入 的个股有16只，其中，净流入资金超3000万元的有6只，净流入资金居首的是钢研高纳，今日净流入资 金1.12亿元，紧随其后的是光启技术、中国船舶，净流入资金分别为9416.43万元、5464.62万元。国防 军工行业资金净流出个股中，资金净流出超亿元的有41只，净流出资金居前的有航天电子、中国卫星、 海格通信，净流出资金分别为40.51亿元、27.47亿元、9.85 ...

Group 1 - In the past month (from December 27, 2025, to January 26, 2026), a total of 18 companies listed on the Beijing Stock Exchange (BSE) received institutional research, with Xingchen Technology being the most notable, attracting 31 participating institutions [1] - Among the 18 companies, 16 were researched by brokerages, 11 by funds, 5 by private equity, and 4 by insurance companies [1] - The companies that received the most attention from institutions include Tietuo Machinery, Wuxin Tunnel Equipment, and Jikang Technology, with 27, 23, and 16 participating institutions respectively [1] Group 2 - The average market capitalization of all companies on the BSE as of January 26 was 3.327 billion yuan, while the average market capitalization of the companies that received research was 4.205 billion yuan [2] - The companies with the highest market capitalization among those researched include Kaifa Technology, Fujida, and Jinhua New Materials [2] - The average stock price increase for the researched companies over the past month was 5.46%, with notable gainers including Tianrun Technology, Tairis, and Fujida, which saw increases of 24.61%, 18.46%, and 13.52% respectively [1][2]

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 紫金矿业当日成交额达263亿元，位居A股第一。 | | 601899 紫美矿业 | | | | 39.50 | | +1.94 +5.17% | | --- | --- | --- | --- | --- | --- | --- | --- | | 已收市 CNY | | | | | | ■ 南 ▲ 自选 + ▼ | | | 港(2899):42.060(+4.06%) | | | H/A :- 4.60% | 行情分析 | | 深度分析 | | | 委书 | -97.25% 委美 | | -102万 | 主力流入 | | 1512720 万元 | | | 25 | 39.54 | 197 | | 主力流出 | | 1551621 万元 | | | 英四 | 39.53 | 459 | | 主力净流 | | 38900 万元 | | | 卖三 | 39.52 | 750 | | | | | | | 英二 | 39.51 | 343 | | (万元) | 流入 | | SER | | 委一 | 39.50 | 1029222 | | 超大 ...

Core Insights - The "Global 500 Brand Value 2026" list was released by Brand Finance at the World Economic Forum in Davos, with Apple, Microsoft, Google, and Amazon occupying the top four positions, while Nvidia rose to fifth place [1][3]. Brand Rankings - The top five brands and their respective values are: 1. Apple (USA) - $607.642 billion, +5.8% increase 2. Microsoft (USA) - $565.250 billion, +22.6% increase 3. Google (USA) - $433.075 billion, +4.9% increase 4. Amazon (USA) - $369.876 billion, +3.8% increase 5. Nvidia (USA) - $184.322 billion, +109.8% increase [3][4]. Notable Returns - Thermo Fisher made a notable return to the list, ranking 454th after being absent for two years, becoming the only brand primarily focused on scientific instruments to be included [1][2]. Other Brands in the List - Other notable brands in the top 500 include Midea, Haier, Roche, Hitachi, Siemens, General Electric (GE), Philips, and Abbott, all of which are involved in the instrument business [2].

格隆汇1月26日丨概伦电子(688206.SH)公布，公司财务部门初步测算，预计2025年年度实现营业收入 48,700万元左右，与上年同期相比，将增加6,791.98万元左右，同比增长约16.21%。预计2025年年度实 现主营业务收入48,000万元左右，与上年同期相比，将增加6,286.81万元左右，同比增长约15.07%。预 计2025年年度实现归属于母公司所有者的净利润与上年同期（法定披露数据）相比，将实现扭亏为盈， 实现归属于母公司所有者的净利润3,600万元左右。预计2025年年度实现归属于母公司所有者扣除非经 常性损益后的净利润-5,900万元左右。 报告期内，公司持续加大产品研发和技术提升力度，积极拓展产品种类，不断提升产品技术水平和市场 竞争力，EDA软件授权、技术开发解决方案等业务均实现较快增长。报告期内，公司以提升经营质量 为核心，通过精细化管控与结构性优化，实现销售及管理费用的有效管控。公司严控非必要支出，强化 预算与绩效导向，提升费用使用效益，提升本期盈利能力；同时，确保资源向核心业务与人才建设倾 斜，为中长期发展夯实基础。 ...

新华财经东京1月26日电（记者刘春燕李诗萌）日本东京股市两大股指26日大幅下跌。日经225种股票平 均价格指数收盘下跌1.79%，东京证券交易所股票价格指数下跌2.13%。 受高市早苗支持率下降及日元大幅升值等多重因素影响，东京股市两大股指26日跳空低开。日经股指低 开800多点。大盘全天承压、低位徘徊。由于有消息称软银对美国数据中心运营商Switch的收购谈判陷 入停顿，令孙正义雄心勃勃的人工智能基础设施计划受挫，软银集团股价收盘大跌4.89%。受东京外汇 市场日元对美元汇率大幅升值影响，出口相关股票全面下跌。丰田、本田收盘跌幅均超过4%。 （文章来源：新华财经） 至收盘时，日经指数下跌961.62点，收于52885.25点；东证指数下跌77.21点，收于3552.49点。 从板块来看，东京证券交易所33个行业板块大多下跌，运输机械、银行业、批发业等板块跌幅靠前；仅 水产和农林业、矿业、陆地运输业3个板块上涨。 ...

Market Overview - The A-share market saw most indices decline today, with the Shanghai Composite Index slightly down by 0.09% closing at 4132.61 points, the Shenzhen Component Index down by 0.85% at 14316.64 points, the ChiNext Index down by 0.91% at 3319.15 points, and the STAR 50 Index down by 1.35% at 1532.8 points [1] - Overall, there were 1602 stocks that rose and 3767 stocks that fell, with a total trading volume of 32,482 billion yuan, an increase of 1630 billion yuan compared to the previous trading day [1] Industry Performance - Among the primary industries, non-ferrous metals, petroleum and petrochemicals, coal, agriculture, forestry, animal husbandry, and fishery led the gains with increases of 4.57%, 3.18%, 2.07%, 0.85%, and 0.79% respectively [1] - Conversely, industries such as defense and military, automotive, social services, electronics, and real estate experienced declines, with decreases of 4.47%, 2.31%, 2.30%, 2.24%, and 2.23% respectively [1] Concept Sector Performance - The top-performing concept sectors included gold and jewelry, vaccines, selected rare metals, animal health, blood products, industrial metals, nickel ore, rare earths, influenza, cobalt ore, small metals, and biotechnology [2] - Sectors such as satellite internet, commercial aerospace, satellite navigation, and military information technology experienced pullbacks [2]

相关机构表示，当前市场运行面临多重因素的博弈与对冲：一方面，中高估值水位、监管降温信号及海 外地缘风险共同抑制市场过热倾向；另一方面，科技创新与内需扩张的双轮驱动正在强化，政策端持续 发力催生结构性投资机遇。战略层面应紧扣"十五五"规划方向，重点布局包括新兴产业（新能源、新材 料、低空经济、航空航天）和未来产业（量子科技、脑机接口、具身智能）在内的科技创新领域。投资 策略上，坚持"科技创新+红利资产"的哑铃型配置，并以ETF工具平滑曲线、优化风险收益比。 （文章来源：每日经济新闻） 科创创业ETF（588360）跟踪的是科创创业50指数（931643），单日涨跌幅限制达20%，该指数从科创 板与创业板中选取市值较大、科技属性显著的50只新兴产业上市公司证券，重点覆盖电子、电力设备、 通信、医药生物等行业，以反映这些市场中代表性新兴产业公司的整体表现。 ...