作者：孟妹 AI应用端局部异动。天地在线开盘迅速涨停，走出9天5板，因赛集团、光云科技"20cm"涨停，引力传 媒、科大讯飞等多股涨停，流金科技、ST易联众（维权）、蓝色光标等跟涨。 | | AIMHO | | | | --- | --- | --- | --- | | | 1079.02 2.36% | | | | 成分股 星金 | 资金 | 新闻 简况(F10) | 盘口 | | 名称/代码 | | 最新 → 涨幅 = 5日涨幅 = > | | | 流金科技 | | 13.29 +22.49% 0.00% | | | 京A 920021 融 | | | | | 因携集团 | | 54.18 +20.00% +30.18% | | | 创 300781 融 | | | | | 首板 最终涨停 09:41 Al 办公 | | | | | 光云科技 | | 30.42 +20.00% +21.39% | | | 科创 688365 | | | | | 首板 Al电商 最终涨停09:55 | | | | | 卓易信息 | | 163.52 +15.81% +19.73% | | | 科创 688258 融 | | ...

消息面，COMEX黄金期货价格最高突破5626美元/盎司，再创历史新高，2026年开年以来累计涨幅已超 27%。 信达期货认为，展望后市，短期来看由于地缘事件的发展不确定性较大，地缘政治风险对金价的即时刺 激可能在后续出现阶段性降温，金价在快速拉升后不排除出现高位震荡甚至技术性回调。但从更宏观的 视角看，相关不确定性并未消除，特朗普政府对外政策风格激进且行动路径复杂，地缘扰动呈现反复出 现且难以定价的特征，这意味着地缘风险仍将以尾部风险的形式持续存在，为金价提供长期风险溢价支 撑。 截至发稿，恒生指数开盘报27627.11点，下跌199.80点，跌幅0.72%。 | 分割 5日 = 5分 15分 30分 00分 国K 国K 用K #K = | 同意位 · 其他 · ■ / : 恒生指数 (HSt) | | | | | | --- | --- | --- | --- | --- | --- | | 恒生酶数 均线 ▼ | 0000 | 27627.11 | 4-199.80 | | | | | 27826.91 | 行情报险 | | | | | | 27500 0 | 成交量 | 6,48亿 最高 | 2762 ...

来源：中新经纬 2026年1月29日 以上为上海区域金价，全国其它地区请以门店每日公示金价为 准。感谢您的支持,祝您生活愉快,好运莲莲! 周生生 <how Sang Sang 受此影响，部分国内品牌金饰价格也创历史新高，单日上涨百元左右。中新经纬29日查询发现，老庙黄金为1722元/克，单日上涨104元，周生生为1708 元/克，单日上涨94元；老凤祥为1713元/克，单日上涨93元/克。 命老庙 最新金价 l 觉老庙 给您带来好运气 | 名称 | 价格(人民币/克) | | --- | --- | | 足金饰品 | 1722.00 | | 铂金饰品 | 860.00 | | 工艺金条 | 1547.00 | 29日早间，现货黄金直线拉涨，在突破5500美元后盘中一度逼近5600美元，最高报5598.750美元/盎司，随后快速回落100美元至5500美元附近。截至发 稿，报5504.980美元/盎司，涨1.61%。 | W | | 伦敦金现 | | | | | | --- | --- | --- | --- | --- | --- | --- | | | | SPTAUUSDOZ.IDC | | | | | ...

| SZ | 明牌珠宝 | 6.74 | -3.02% | -0.21 | | --- | --- | --- | --- | --- | | | 002574 | | | | | SZ | 潮宏基 | 13.85 | -6.48% | -0.96 | | | 002345 | | | | | SZ | 深中华A | 8.13 | -4.91% | -0.42 | | | 000017 | | | | | SZ | 国城矿业 | 29.01 | -6.06% | -1.87 | | | 000688 | | | | | SZ | 琴华珠宝 | 14.27 | -10.03% | -1.59 | | | 002731 | | | | | SH | 菜绅通灵 | 10.28 | -2.37% | -0.25 | | | 603900 | | | | | 创 | 耐普矿机 | 53.00 | -5.84% | -3.29 | | | 300818 | | | | 1月29日早盘，黄金概念股突然快速跳水。截至09:51，萃华珠宝跌停，耐普矿机跌超7%，潮宏基、国 城矿业、深中华A、明牌珠宝、莱绅通灵等跟跌。 ...

Market Overview - The Hong Kong stock market experienced fluctuations, with the Hang Seng Index closing at 23,831 points, down 145 points or 0.61% [1] - The market saw a significant increase on Wednesday, with the Hang Seng Index rising 2.58% to 27,826.91 points, marking a 4.5-year high [1][5] - The total market turnover decreased to 827.99 billion HKD, with net inflows recorded in the Hong Kong Stock Connect [1][5] US Market Performance - The US stock market showed positive momentum, with all three major indices rising; the S&P 500 increased by 0.3% and the Nasdaq by nearly 0.6% [2] - Amazon confirmed layoffs of 16,000 employees, while Intel and Nvidia saw stock price increases of over 9% and approximately 2%, respectively [2] - Seagate reported better-than-expected earnings and revenue, leading to a nearly 16% surge in its stock price, making it the best performer in the Nasdaq [2] Industry Outlook - The report emphasizes the importance of technology self-reliance and AI applications as key themes for the future of the Hong Kong stock market, with leading companies in these sectors expected to see long-term growth opportunities [3] - The report recommends focusing on sectors supported by policies aimed at expanding domestic consumption, such as sports apparel and non-essential services [3] - Companies in the upstream non-ferrous metals sector are expected to benefit from anticipated interest rate cuts by the Federal Reserve in 2026, along with strong performance in Q1 earnings [3] Key Company Recommendations - China Railway (00390.HK) is highlighted as a leading infrastructure company, with a significant increase in stock price recently, reflecting its strong performance in the mining sector [10] - The company reported a revenue of 773.814 billion CNY for the first three quarters of 2025, with a net profit of 17.49 billion CNY, indicating a mixed performance across its business segments [10] - The report suggests that the current market valuation of China Railway is relatively low, with a projected net profit of 23.9 billion CNY for 2026, translating to a PE ratio of around 4 times [10]

| SZ | 明牌珠宝 | 6.74 | -3.02% | -0.21 | | --- | --- | --- | --- | --- | | | 002574 | | | | | SZ | 潮宏基 | 13.85 | -6.48% | -0.96 | | | 002345 | | | | | SZ | 深中华A | 8.13 | -4.91% | -0.42 | | | 000017 | | | | | SZ | 国城矿业 | 29.01 | -6.06% | -1.87 | | | 000688 | | | | | SZ | 萃华珠宝 | 14.27 | -10.03% | -1.59 | | | 002731 | | | | | SH | 莱绅通灵 | 10.28 | -2.37% | -0.25 | | | 603900 | | | | | 创 | 耐普矿机 | 53.00 | -5.84% | -3.29 | | | 300818 | | | | 1月29日早盘， 黄金概念股突然快速跳水 。截至09:51，萃华珠宝跌停，耐普矿机跌超7%，潮宏 基、国城矿业、深中华A、明牌珠宝、莱绅通灵等跟跌。 ...

Core Viewpoint - The Shanghai 180 ETF Index Fund (530280) has shown a positive performance with a recent increase of 0.71% over the past week and a 14.83% rise over the last six months, indicating strong market interest and potential investment opportunities [1][2]. Performance Summary - As of January 28, 2026, the Shanghai 180 ETF Index Fund has achieved a maximum monthly return of 9.13% since its inception, with the longest consecutive monthly gain being 6 months and a total gain of 22.51% during that period [2]. - The fund has a historical average monthly return of 3.08%, with a monthly profit percentage of 72.73% and a monthly profit probability of 74.89% [2]. - The fund has maintained a 100% probability of profit over a one-year holding period since inception, with an annualized return exceeding the benchmark by 2.31% [2]. Risk and Fee Analysis - The maximum drawdown for the fund this year is 1.30%, with a relative benchmark drawdown of 0.06%, indicating a relatively stable performance [3]. - The management fee for the fund is 0.15%, and the custody fee is 0.05%, which are among the lowest in comparable funds [3]. - The tracking error over the past three months is 0.018%, demonstrating high tracking precision compared to similar funds [3]. Index Composition - The Shanghai 180 Index consists of 180 securities selected from the Shanghai market, reflecting the overall performance of core listed companies [3]. - As of December 31, 2025, the top ten weighted stocks in the index include Kweichow Moutai, Zijin Mining, and China Ping An, collectively accounting for 25.29% of the index [3].

①1月29日金价再次创出历史新高，现货黄金收涨4.53%，报5414.9美元/盎司，盘中最高达5419.3美元/盎司。 现货白银收涨3.98%，报116.62美元/盎司 ②1月28日花旗上调白银目标价至每盎司150美元。 加拿大皇家银行表示，黄金涨势仍有空间，年底甚至上探7100美元 现货白银收涨3.98%，报116.62美元/盎司 ②1月28日花旗上调白银目标价至每盎司150美元。 加拿大皇家银行表示，黄金涨势仍有空间，年底甚至上探7100美元 白银有色（7B）、四川黄金（10T6B）、招金黄金（8T5B）、湖南白银（11T5B）、豫光金铅（4B）、中国黄金 （4B）、金徽股份（3B）、湖南黄金（3B）、铜陵有色（4T3B）、盛达资源（4T3B）、西部黄金（6T3B）、中 金黄金（3T2B）、恒邦股份（3T2B）、金一文化（4T2B）、豫园股份、莱绅通灵、和邦生物、上海建工、中电电 机、南矿集团、航民股份、菜百股份、中色股份、北方铜业、赤峰黄金、株治集团、云南铜业、鹏欣资源、贵研 铂业 晓程科技（3T2B）、迪阿股份 ①1月28日淡水河谷2025年铁矿石和铜产量创2018年以来新高 ②1月26日媒体报道由于 ...

2026.01.29 本文字数：521，阅读时长大约1分钟 作者 |一财阿驴 09:25 A股开盘丨三大指数涨跌不一 沪指涨0.11%，深成指跌0.07%，创业板指跌0.03%。科创综指跌0.34%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | WM | 4155.92 | 4.68 | 0.11% | | 399001 | 深证成指 | LM | 14332.70 | -10.19 | -0.07% | | 399006 | 创业板指 | 11 | 3322.48 | -1.08 | -0.03% | | 000680 | 科创综指 | W | 1874.22 | -6.35 | -0.34% | 盘面上，贵金属板块持续走强，四川黄金、湖南黄金、西部黄金等多股涨停；油气、基本金属板块再度 上涨。AI应用、算力硬件、光伏、商业航天概念股回调。 | 个股方面，科达制造复牌涨停，公司拟购买特福国际51.55%股份。 | | --- | | | 16.26 +1.48 +10.01 ...

1月29日，A股早盘窄幅震荡，截至9:40，沪指跌0.04%，深成指涨0.22%，创业板指上涨0.34%。 盘面上，黄金等有色金属概念股延续强势，白银有色斩获8连板，中国黄金5连板，四川黄金4连板；油 气等资源股延续活跃，石化油服2连板。下跌方面，军工、半导体、医药等方向跌幅居前。 展望后市，兴业证券认为，虽然行情节奏趋缓，但向上趋势仍在延续，并且结构上赚钱效应正在朝着更 广的范围扩散。 热门板块 1、黄金概念延续强势 油气等资源股延续活跃，石化油服2连板，通源石油、洲际油气、准油股份、中国海油、中曼石油、科 力股份跟涨。 点评：消息面上，中东地区紧张态势升级，成为本轮油价上涨的主力推手。据证券时报，有分析称，近 期地缘政治紧张与美国极端寒潮共同冲击全球能源与化工品供给，导致油价淡季反弹，并可能引发部分 化工品供应短缺，为价格提供支撑。 机构观点 1、兴业证券：虽然行情节奏趋缓，但向上趋势仍在延续 兴业证券认为，虽然行情节奏趋缓，但向上趋势仍在延续，并且结构上赚钱效应正在朝着更广的范围扩 散。配置方面，随着A股上市公司年报预告进入披露高峰，叠加北美科技巨头财报集中披露，业绩对于 结构的影响或将更加显著，继续聚 ...