登录新浪财经APP 搜索【信披】查看更多考评等级 金融市场瞬息万变，投资与经济政策深刻影响全球。我们为您带来昨夜今晨的财经新闻，涵盖股市动 态、经济数据、企业财务和政策更新，帮助您全面把握金融世界。 美股收盘："TACO交易"再现 特朗普取消对欧加征关税 三大指数均涨超1% 美东时间周三，美股三大指数均涨超1%。主要受美国总统特朗普宣布取消原定对欧洲多国加征的关 税，并就格陵兰问题达成协议框架的表态提振。市场分析认为，此举再次印证了其政策反复的"TACO 交易"模式。当日大型科技股及热门中概股多数上涨。 尾盘异动！A股，三大信号"闪现" A股市场1月21日尾盘再现异动，多只宽基ETF成交额显著放大，上证50ETF成交达169亿元。市场全天 冲高回落，三大指数涨跌互现，超3000只个股上涨。值得关注的是，当前市场闪现三大信号：A50期指 或迎七连阴，走势与A股平均股价背离；大市值股票普遍呈空头格局，与整体市场走势亦背离。分析认 为，市场处于震荡分化阶段，需关注成交额与融资余额变化，长期慢牛基调未改。 日本的"特拉斯时刻"来临！日债史诗级崩盘 日本国债市场近期遭遇历史性暴跌，引发全球金融市场震荡。市场对日本央行政 ...

Market - US stock market closed higher on January 22, with the Dow, Nasdaq, and S&P 500 all rising after President Trump canceled the threat of new tariffs on Europe [2] - Major stocks included Intel, which surged 11.72% after securing a $151 billion contract, and AMD, which rose 7.71% with an upgraded target price [3] - The Nasdaq Golden Dragon Index, which tracks Chinese stocks, increased by 2.21%, with Baidu up 8.17% and Alibaba up 3.87% [4] Macro - President Trump discussed the US economy at the Davos World Economic Forum, claiming that trade and tariff policies have not led to inflation, despite a decrease in actual factory spending and manufacturing jobs [9] - Trump announced that he would not impose tariffs on several European countries after reaching a framework agreement regarding Greenland and the Arctic region [12] - The European Parliament indefinitely postponed the vote on the US-EU trade agreement until the US returns to a cooperative path, citing concerns over US threats to EU member states [27] Company - Nvidia's CEO highlighted the rising demand for skilled trades in the AI era, suggesting that plumbers and electricians could earn six-figure salaries due to increased investment in data centers [31] - Jeff Bezos's Blue Origin plans to deploy 5,408 satellites for a new communication network starting in Q4 2027, aiming for data transmission speeds of up to 6Tbps [30] - The EU is set to review simultaneous bids from Netflix and Paramount for Warner Bros, which could reshape Hollywood's power dynamics [29]

随着资本市场改革的持续深化，浙江不断夯实多层次市场基础，推动区域资本生态保持蓬勃向上的发展 态势。作为区域经济的"压舱石"与"领航者"，"十四五"时期，浙江国有控股上市公司在资本赋能下深耕 主业、锐意创新，在高质量发展的过程中奋勇争先。 截至2025年末，浙江辖区（不含宁波，下同）省属及地方国资控股境内上市公司（不含省外国资控股） 已扩容至53家，较2020年末净增15家，增幅近40%，呈现量质齐升态势。从资本运作路径看，五年间通 过IPO首发上市8家、国资收购7家，实现内生增长与外延并购双轮驱动。行业覆盖方面，53家企业广泛 分布于基础化工、医药生物、商贸零售等20余个领域，其中战略性新兴产业企业2家、专精特新企业8 家，产业结构韧性与创新底色持续增强。 在浙江辖区的资本市场版图中，杭氧股份、康恩贝、浙能电力、浙版传媒、英特集团、小商品城、运达 股份等一批标杆国企，既坚守国企的责任与使命，又释放市场化的活力与动能，在各自领域勇立潮头， 不仅实现了自身规模与效益的双提升，更以产业引领、资本赋能、回报投资者的实际行动，为浙江资本 市场发展营造了良好环境，成为浙江省高质量发展的中坚力量。 上市国企硕果盈枝 "十四 ...

- The report suggests a "barbell combination" of major assets, focusing on dollar depreciation, China-US AI competition, and re-inflation of resource commodities[5] - The A-share market is expected to reach new heights in 2026, driven by macro policies and a shift from valuation-driven to profit-driven growth[5] - The report recommends continuing to allocate to AI competition and re-inflation resource commodities as core strategies[5] - The Hang Seng Index and Hang Seng Technology Index both showed significant recovery, with the Hang Seng Index up 3.64% and the Hang Seng Technology Index up 3.38%[10] - The US stock market saw all three major indices record gains, with the Dow Jones Industrial Average up 2.03%, the S&P 500 up 1.71%, and the Nasdaq up 1.44%[10] - The report highlights the importance of the "spring agitation" phenomenon in the stock market, which typically occurs from January to March, driven by policy expectations, seasonal liquidity changes, and institutional rebalancing[65] - The report's rotation strategy model, which selects effective signals from single-factor tests, achieved an annualized return of +18.04%, with an excess annualized return of +11.86% compared to the performance benchmark[55] - The report suggests a 40:60 allocation between dividends and growth based on the current composite score[55] - The report indicates that small-cap stocks have a higher probability of outperforming in February and March, while large-cap stocks are favored in January and October[58][61] - The report identifies "technology growth" and "non-ferrous cycles" as the main market opportunities, with a focus on AI, energy storage, and industrial metals such as copper, aluminum, tin, rare earths, and lithium[69]

格隆汇1月21日丨视觉中国(000681.SZ)在互动平台表示，公司未在商业航天产业链中开展其他形式的深 度合作或专项布局。 ...

热门ETF方面，港股AI核心资产——港股互联网ETF（513770）早盘低开于年线下方，随后溢价拉升， 午后多数时间红盘震荡，尾盘涨幅进一步扩大，场内价格收涨0.73%，终结此前4连阴。全天高频溢 价，显示买盘资金积极介入，年线附近支撑较强。 1月21日，港股先抑后扬，盘面上，包括GEO在内的AI应用方向再度活跃，GEO概念股迈富时、狮腾控 股双双涨超5%，商汤-W、阿里健康、汇量科技、美图公司涨幅居前。 | 序号 | 代码 | 名称 | 两日图 | 现价 | | 涨跌 涨跌幅 ▼ | | --- | --- | --- | --- | --- | --- | --- | | | 2556 | 迈富时 | w | 47.940 | 2.520 | 5.55% | | 2 | 2562 | 狮腾控股 | min | 4.230 | 0.210 | 5.22% | | 3 | 0020 | 商汤-W | Vacher / M- | 2.480 | 0.100 | 4.20% | | 4 | 0780 | 同程旅行 | | 23.600 | 0.880 | 3.87% | | 5 | 1024 | 快手-W | | ...

部分2025年以来股价实现翻倍的股票，预计2025年度可能出现亏损。对于股价与基本面可能的偏离，一 些公司日前进行了风险提示。 多只股价翻倍股2025年度预亏 1月21日，国晟科技（603778）股价收盘跌停，这已是该股连续第5个交易日跌停。此前的1月20日晚 间，国晟科技发布的2025年度业绩预告显示，公司预计2025年度实现归属于上市公司股东的净利润出现 亏损，为-6.5亿元～-3.25亿元；预计归属于上市公司股东扣除非经常性损益后的净利润为-6.39亿元 ～-3.14亿元。对于本期业绩预亏的主要原因，国晟科技表示，2025年，光伏行业由于结构性产能过 剩，供需矛盾仍然突出，在激烈的行业竞争条件下，组件价格持续处于相对低位。受此影响，公司主营 业务收入减少，盈利能力下降，同时基于谨慎性原则，公司计提了存货跌价准备和长期资产减值准备， 对报告期的经营业绩造成较大影响。 值得注意的是，与2025年业绩预亏形成鲜明对比的是，国晟科技股价一段时间以来涨势凌厉，其2025年 以来累计涨幅仍超过4倍，其间自最低位的最大涨幅甚至一度超过10倍。 一品红（300723）不久前披露的2025年度业绩预告显示，公司预计202 ...

Core Viewpoint - The article discusses the recent performance of the A-share market, highlighting significant gains in technology stocks, particularly in the semiconductor sector, driven by supply shortages and price increases in CPUs and memory chips [1][18]. Group 1: Market Performance - On January 21, the three major indices in the A-share market collectively rose, with the Shanghai Composite Index increasing by 0.08%, the Shenzhen Component Index by 0.70%, and the ChiNext Index by 0.53% [18]. - The total trading volume across the three markets was 26,240 billion, a decrease of 1,804.27 billion from the previous day, with over 300 stocks rising [18]. - A total of 91 stocks hit the daily limit up, with the maximum consecutive limit up reaching 16 [18]. Group 2: Semiconductor Sector - The semiconductor sector saw a significant rebound, with domestic chip stocks surging. Notably, Longxin Technology hit the daily limit up, and several other stocks like Yingfang Micro and Tongfu Microelectronics also reached their daily limits [18]. - The increase in stock prices is attributed to a shortage in memory chips, with U.S. companies like Micron, Seagate, and SanDisk hitting record highs [18]. - Intel and AMD are expected to raise server CPU prices by 10%-15% in 2026, further driving interest in the semiconductor supply chain [2][18]. Group 3: CPU Demand and AI Impact - The demand for CPUs is projected to increase significantly due to the rise of AI agents, with estimates suggesting a need for up to 1,760,899 CPUs in optimistic scenarios for 2024, compared to a global shipment of 3,200 million CPUs [3]. - The article emphasizes that CPUs may become a bottleneck before GPUs in AI applications, as they are crucial for generating and evaluating tasks in reinforcement learning [11]. - A new paradigm proposed in the DeepSeek paper highlights the importance of CPU memory in handling large parameters, suggesting a shift in how AI models are structured [11][12]. Group 4: Material Costs and Industry Outlook - Japanese semiconductor material manufacturer Resonac announced a price increase of over 30% for PCB materials starting March 1, which could impact the overall cost structure in the semiconductor industry [12]. - Goldman Sachs projects a compound annual growth rate of 34% for optical modules from 2026 to 2028, with expected shipments reaching 94 million units by 2028, indicating a positive outlook for the optical communication sector [18].

来源：同花顺投资 责任编辑：刘万里 SF014 来源：同花顺投资 责任编辑：刘万里 SF014 ...

主力资金净流出的行业有17个，电力设备行业主力资金净流出规模居首，全天净流出资金66.88亿元， 其次是国防军工行业，净流出资金为29.06亿元，净流出资金较多的还有食品饮料、传媒、商贸零售等 行业。 沪指1月21日上涨0.08%，申万所属行业中，今日上涨的有18个，涨幅居前的行业为有色金属、电子， 涨幅分别为2.79%、2.62%。跌幅居前的行业为银行、煤炭，跌幅分别为1.58%、1.57%。食品饮料行业 位居今日跌幅榜第三。 资金面上看，两市主力资金全天净流入119.83亿元，今日有14个行业主力资金净流入，电子行业主力资 金净流入规模居首，该行业今日上涨2.62%，全天净流入资金163.69亿元，其次是有色金属行业，日涨 幅为2.79%，净流入资金为72.89亿元。 食品饮料行业资金流出榜 | 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600519 | 贵州茅台 | -1.64 | 0.52 | -95232.28 | | 000858 | 五粮液 | -1.77 | 0.68 | -36 ...