沪指开盘报4144.78点，涨幅 0.21%；深成指报14492.42点，涨幅 0.37% 财新网01月26日电: 沪指开盘报4144.78点，涨幅 0.21%。 深成指报14492.42点，涨幅 0.37%；创业板指报3365.61点，涨幅 0.48%；中小板指报8879.94点，跌幅 0.04%。

格隆汇1月26日｜A股开盘，三大指数集体高开，沪指高开0.21%报4144.78点，深证成指高开0.37%，创业板指高开0.48%。盘面上，现货黄金强势升破5060美元/盎司续刷新高，黄金、有色金属板块集体高开，湖南黄金、福达合金涨停；光伏概念股延续涨势，钧达股份3连板，协鑫集成、双良节能2连板。

格隆汇1月26日｜据大河财立方，今日上午，河南省十四届人大四次会议开幕，省长王凯作政府工作报告。报告提到，2025年河南省争取国家政策性资金超千亿元，发行地方政府专项债券资金1327亿元支持项目建设，民间投资保持较快增长，社会融资规模持续扩大。有效应对美国打压遏制影响，多元拓展海外市场，非美地区贸易逆势上扬。2025年河南生产总值增长5.6%，规上工业增加值增长8.4%，工业投资增长13.3%，社会消费品零售总额增长5.6%，进出口总值增长14.1%，粮食产量1350.97亿斤，主要指标增速居全国前列，扛起了经济大省挑大梁责任。

The numbers of foreign and mainland Chinese companies, as well as start-ups, in Hong Kong surged by 11 per cent from last year, reaching record highs, the city’s leader has said. Chief Executive John Lee Ka-chiu said on Monday that the number of foreign and mainland-affiliated firms with parent companies based outside Hong Kong reached 11,070 last year, up 11 per cent year on year, according to the government’s latest annual survey. “The encouraging results represent more than a vote of confidence in Hong Kong by these businesses and entrepreneurs,” he said at the opening of the 19th Asian Financial Forum. Advertisement “They also mean our solid efforts in facilitating business establishment and operation, and in creating an enabling ecosystem for start-ups, are bearing fruits.” Of the foreign companies, those from Singapore, France, Australia, the United States, and Switzerland rose by more than 11 per cent, while firms from Asean countries and the Middle East increased by about 10 per cent and 5 per cent, respectively. Advertisement The number of mainland companies, meanwhile, jumped by 17 per cent, with enterprises from around the world now employing nearly 510,000 people in the city, up 3 per cent from two years ago.

AI应用概念股多数高开，浙文互联5天3板，世纪恒通涨超10%，天地在线、中控技术、泛微网络涨幅居前。

格隆汇1月26日｜早盘太空光伏概念继续大幅高开，明阳智能、拓日新能、协鑫集成、钧达股份、双良节能封涨停，东方日升、欧普泰、奥特维、连城数控高开超10%。消息面上，1月22日，马斯克在达沃斯宣称，未来三年建设100GW光伏产能，用于地面数据中心与太空AI卫星供能。

现货白银站上108美元/盎司，日内涨2.93%。

1月25日，明尼阿波利斯市政府广场聚集大量示威者，抗议美国移民及海关执法局行动。 （彭博社） 美国一联邦法官下令联邦当局不得销毁移民执法人员在明尼苏达州开枪打死一名美国公民的证据。事发当时拍摄的视频与政府官员对事件的描述截然不同。 《纽约时报》报道，美国联邦执法人员星期六（1月24日）在明尼苏达州明尼阿波利斯市的移民执法行动中，与37岁男护士普雷蒂（Alex Pretti）发生肢体冲突，并最终开枪打死他。 负责调查明尼阿波利斯市致命枪击事件的县和州官员说，他们的调查受到联邦官员的阻挠，并提起诉讼。明尼苏达州联邦法官托斯特鲁德（Eric C. Tostrud）24日晚发布临时限制令，禁止联邦官员销毁或篡改与当天早些时候发生、与联邦移民执法人员涉及的致命枪击事件有关的证据。 托斯特鲁德是特朗普任命的法官。 美国总统特朗普将普雷蒂和1月7日同样被移民执法人员开枪打死的古德（Renee Good）的死亡归咎于民主党。普雷蒂和古德都是美国公民，同样37岁，两起事件都发生在明尼阿波利斯市。 特朗普25日称，在共和党执政的城市和州，这些执法行动“得以和平、顺利的进行”，因为地方官员与美国移民及海关执法局（ICE）合作，并暗示如果民主党领袖也这么做，古德和普雷蒂的死亡是可以避免的。 特朗普说：“两名美国公民因此失去了生命，太令人痛心。” 特朗普的高级官员也继续对普雷蒂提出毫无根据的国内恐怖主义指控。明尼苏达州州长沃尔兹指责特朗普政府官员对普雷蒂发起“卑鄙的”抹黑运动。 事发当时拍摄的视频显示，普雷蒂被制服并被夺枪后遭到枪击。共和党内部也出现分歧，一些共和党议员呼吁进行更深入调查，中间派和极右派的共和党议员则对政府的策略表示严重关切。

Forex Signals Jan 26: FED Decision, Earnings from Tesla, Apple, MSFT, UNH, Meta, GM, Visa Investor focus is now on forward guidance and a busy earnings calendar that includes Microsoft, Apple, Meta, Tesla, and Boeing, while FED... Written by: Skerdian Meta • • 4 min read • Quick overview Investor attention is shifting towards upcoming earnings reports from major companies like Microsoft, Apple, and Tesla, while the Federal Reserve is expected to maintain current interest rates. Japan's recent rate check has led to increased volatility in the yen, with speculation about potential currency intervention despite unusual timing. The U.S. dollar continues to weaken broadly, coinciding with rising oil prices and renewed geopolitical concerns, particularly regarding Cuba and Iran. Equity markets show mixed performance, with large tech stocks holding steady while smaller-cap stocks struggle, highlighted by Intel's significant drop after disappointing guidance. Investor focus is now on forward guidance and a busy earnings calendar that includes Microsoft, Apple, Meta, Tesla, and Boeing, while the Federal Reserve is expected to keep rates unchanged on Wednesday. Japan’s Rate Check Sparks Yen Volatility The most significant development came from Japan, where the Ministry of Finance conducted a so-called rate check—contacting banks to request FX quotes. While procedurally minor, the move carries strong symbolic weight, as it is often seen as a potential precursor to currency intervention. The yen had already weakened earlier in the session, with USD/JPY climbing to around 159.20 following the Bank of Japan. That move reversed sharply, however, with the pair dropping to near 154.20 early today. There was some market chatter about possible intervention, but the timing—late on a Friday, well after Tokyo markets had closed—would be highly unusual. Moreover, the move lacked the sharp, one-directional spike typically associated with direct intervention. Broad Dollar Weakness Raises Qu...

格隆汇1月26日｜据大河财立方，今日上午，河南省十四届人大四次会议开幕，省长王凯作政府工作报告。报告提到，2025年河南省发电装机1.6亿千瓦，可再生能源装机占比超过55%。算力总规模达到10.36百亿亿次/秒。

黄金股集体高开，晓程科技、四川黄金盘中创新高，湖南黄金涨停，恒邦股份、湖南白银、赤峰黄金、西部黄金、中金黄金跟涨。相关ETF方面，黄金股ETF（159562）涨5.0%，成交额625.19万元，黄金股票ETF（517400）涨4.06%，成交额177.68万元。消息面上，现货黄金史上首次站上5000美元/盎司。

现货黄金站上5070美元/盎司，日内涨1.64%。

ETF开盘涨跌不一，现金流ETF永赢（159223）领涨8.81%，黄金股ETF工银（159315）涨6.02%，黄金股ETF（159562）涨5.00%，标普生物科技ETF嘉实（159502）领跌2.29%，卫星产业ETF（159218）跌1.79%，通用航空ETF（563320）跌1.56%。

光伏概念股延续涨势，钧达股份3连板，协鑫集成、双良节能2连板，东方日升涨超15%。消息面上，马斯克表示，SpaceX与特斯拉正同步推进太阳能产能提升，目标在未来三年内实现每年100GW的太阳能制造能力。

1月26日，河南省十四届人大四次会议开幕，省长王凯作政府工作报告。报告提到，“十四五”时期，民生福祉不断增进。持续推动“高效办成一件事”，城镇新增就业603.7万人，新增农村劳动力转移就业246.2万人，城乡居民基础养老金连年提高，居民人均可支配收入年均增长6%。新增公办幼儿园学位49万个，改善7000多所义务教育学校办学条件，高校“双一流”建设和创建深入推进，新设8所本科院校，高等教育毛入学率提高8个百分点。获批建设国家医学中心（中医类）和12个国家区域医疗中心，90家县级医院达到三级综合医院水平。改造城镇老旧小区174万户，筹集保障性租赁住房30.3万套。（大河财立方）

纽约期金站上5070美元/盎司，日内涨1.83%。现货黄金站上5070美元/盎司，日内涨1.64%。

A股开盘，上证指数高开0.21%，深证成指高开0.37%，创业板指高开0.48%。

President Trump To Skip Super Bowl, Slams Halftime Show With Bad Bunny, Green Day Trump made history last year as the first sitting president to attend a Super Bowl when he showed up at the game in New Orleans, but on Saturday, he announced he won’t be attending this year. Speaking from the Oval Office, Trump blasted the NFL for choosing Bad Bunny and Green Day as halftime performers . Trump told the New York Post that the halftime act represents "a terrible choice" that only serves to "sow hatred." He confirmed his absence from the game at Levi's Stadium in Santa Clara, California, though he insisted the artists are not the reason . "It's just too far away," Trump said, adding that he would attend "if it was a little bit shorter." The president made his feelings about the performers clear. “ I’m anti-them. I think it’s a terrible choice. All it does is sow hatred. Terrible ,” Trump declared. Trump blasted the NFL back in October when Bad Bunny was selected to headline the halftime show. " The NFL just chose the Bad Bunny rabbit or whatever his name is ," Greg Kelly of NewsmaxTV told him . "This guy, who hates ICE, he doesn’t like you, he accuses everything he doesn’t like of racism." Kelly added, "This guy does not seem like a unifying entertainer, and a lot of folks don’t even know who he is." "I've never heard of him," Trump said. "I don't know who he is." He nevertheless criticized the selection. " I don't know why they're doing it. It's crazy . And then they blame it on some promoter they hired to pick up entertainment— I think it's absolutely ridiculous.” According to Entertainment Weekly, Bad Bunny was “the most streamed artist on Spotify in 2025 , but he said he avoided bringing his Debi Tirar Mas Fotos World Tour to the continental United States due to concerns that ICE would target his concerts.” "There were many reasons why I didn't show up in the U.S., and none of them were out of hate — I've performed there many times," the musician said last year "All ...

格隆汇1月26日｜中国央行今日开展1505亿元7天期逆回购操作，因今日有2000亿元1年期中期借贷便利（MLF）和1583亿元7天期逆回购到期，当日实现净回笼2078亿元。

1月26日，广东省十四届人大五次会议在广州开幕，广东省省长孟凡利向大会作政府工作报告。报告指出，2025年广东地区生产总值增长3.9%，总量连续37年居全国首位。地方一般公共预算收入增长3%。货物进出口总额9.5万亿元，增长4.4%，贡献了全国24.1%的增量。（广东发布）

AI-Driven Semiconductor Imports Top Oil in South Korea 조선일보

格隆汇1月26日｜港股三大指数高开，恒指涨0.35%，国指涨0.3%，恒生科技指数涨0.05%。大型科技股多数上涨，京东涨1%，阿里巴巴、美团、小米飘红，百度则跌近2%；早盘金银价格再创新高，现货黄金首次升破5060美元，现货白银首次升破107美元，黄金带领有色金属股继续上涨，灵宝黄金、赤峰黄金等多股再创新高。另外，海运股、汽车股、内房股多数走低，小鹏汽车、太平洋航运跌近2%。(格隆汇)

港股高開94點，恒指報26,844點。 泡泡瑪特升百分之4.2，紫金礦業升百分之2.9，百度集團跌百分之1.9。

港股高開94點，恒指報26,844點。 泡泡瑪特升百分之4.2，紫金礦業升百分之2.9，百度集團跌百分之1.9。

Key Points Falling interest rates are intended to promote economic growth, which is bullish for most stocks. Lower interest rates, however, also raise the risk of inflation, which ultimately works against the market. On balance, lower interest rates are apt to do more good than harm given stocks' current status and the economy's current condition. 10 stocks we like better than S&P 500 Index › Interest rates are almost sure to fall this year. The Federal Reserve itself expects to ratchet down the benchmark fed funds rate by about 75 basis points in 2026, or three-quarters of 1 percentage point. Meanwhile, numbers from CME FedWatch suggest the market's betting on the same. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Continue » But what does this realistically mean for the stock market? Probably what falling interest rates usually mean for stocks -- it's bullish. Just don't ignore the unusual situation right now that poses some risk to this interpretation. Walking a fine line Most investors know the Federal Reserve helps maintain growth-inducing economic stability by using interest rates to accelerate or slow the economy, as well as to produce or reduce inflation (some inflation is actually healthy). It's tricky though. Lower interest rates may spur new economic growth, but they also make it easier for inflation to develop. Conversely, higher interest rates curb inflation, but can also stifle the economy. The Fed walks a fine line. That's particularly true in light of recent economic reports. The Bureau of Labor Statistics says annualized consumer inflation currently stands at a palatable 2.7%, while the most recent look at the United States' GDP indicates impressive third-quarter economic growth of 4.3%, with Goldman Sachs predicting respectable GDP growth of 2.5% for all of 2026. Connect the dots. The Federal Reserve doesn't necessarily need to lower interest rates this year. Doing so cou...

Source: Bloomberg, 4:58

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央行公告，2026年1月26日，中国人民银行以固定利率、数量招标方式开展了1505亿元7天期逆回购操作，操作利率为1.40%，投标量与中标量均为1505亿元。同花顺iFinD数据显示，今日有1583亿元7天期逆回购到期。（央行）

格隆汇1月26日｜中国央行：今日开展1505亿元7天逆回购操作：投标量1505亿元：中标量1505亿元：操作利率为1.40%：与此前持平。