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谁是“聪明钱”?本轮金银史诗级牛市中,散户又给专业人士“上了一课”

金融界 📅 01/30 13:39
来源:金十数据 当金银价格持续刷新历史记录时,市场出现了一幕罕见的奇景:亿万富翁和对冲基金经理因过早抛售而错失暴利,而普通的散户却赚得盆满钵满…… 金、银和铂金的价格已飙升至历史最高水平,个人投资者正在为此庆祝,但专业人士的日子却没那么好过。 包括亿万富翁Paul Tudor Jones在内的一些交易专家和对冲基金经理,去年曾看多 黄金 、 白银 和其他 大宗商品 。但根据投资者和交易数据,许多人...

台股收跌1.45%,为连续第二日下跌

格隆汇 📅 01/30 13:39
格隆汇1月30日|台湾加权指数收盘下跌472.52点,跌幅1.45%,报32063.75点。

China's CSPC Pharmaceutical, AstraZeneca partner on long-acting obesity drugs

Seeking Alpha 📅 01/30 13:39
Robert Way CSPC Pharmaceutical Group said on Friday it has signed an agreement with UK drugmaker AstraZeneca ( AZN ) to jointly develop innovative long-acting peptide therapies targeting obesity and related weight-management conditions. For access to eight programs and related platforms, AstraZeneca ( AZN ) will pay the group an upfront $1.2 billion, with the potential for up to $3.5 billion in re...

Tesla beats forecasts but shares decline: Financial & technical review - equiti.com

Google 📅 01/30 13:38 TSLA.O
Technical indicators signal an intensifying downward bias that is challenging established bullish patterns in the short term. For the full year 2025, Tesla’s total revenue fell by 3%, while earnings per share experienced a significant 31% decline over the same period. Despite exceeding quarterly revenue and EPS forecasts, Tesla shares closed 3.45% lower as investors reacted to stagnant performance...

美光、SK海力士和三星电子加强对客户存储订单审查 防止蓄意囤积库存

同花顺 📅 01/30 13:38 MU.O
美光、SK海力士和三星电子三大内存芯片制造商已加强对客户订单的审查,防止蓄意囤积库存。这三家公司要求客户披露最终客户和订单量,以确保需求真实可靠,并防止超额预订或过度囤货,以免进一步扰乱市场。(新浪财经)

金价高位急挫、长端美债遭集中抛售!美联储主席人选传闻扰动市场

第一财经 📅 01/30 13:38
美联储新任主席人选立场或偏向政策纪律与资产负债表收缩,引发美元反弹与长端美债集中抛售,收益率曲线陡峭化,贵金属高位承压,资金短线获利了结明显。 1月30日,在创下历史高位后,黄金出现显著回调。市场传出美国总统特朗普可能提名立场偏鹰派的美联储主席人选,引发美元反弹、美债长端收益率跳升,资金从贵金属等高位资产中撤出,获利了结迅速放大波动。 金价盘中一度重挫逾5%,超买状态下获利回吐加剧 截至第一财经发...

A股造纸板块拉升,岳阳林纸逼近涨停

格隆汇 📅 01/30 13:37
格隆汇1月30日|A股市场造纸板块拉升,其中,松炀资源涨停,岳阳林纸逼近涨停,民士达涨近7%,恒丰纸业、恒达新材、博汇纸业涨超4%,五洲特纸、青山纸业、凯恩股份涨超2%。

Hong Kong’s CK Hutchison risks losing Panama port rights after court ruling

SCMP 📅 01/30 13:37
Hong Kong-based CK Hutchison Holdings, controlled by billionaire Li Ka-shing, risks losing its rights to operate major ports at both ends of the Panama Canal after the country’s Supreme Court ruled its subsidiary’s contract unconstitutional. The decision was announced in a statement posted on the official social media account of the Panama Judiciary on Thursday local time. In the statement, the Pa...

Morning Bid: Be careful what you Warsh for

Investing 📅 01/30 13:36

瑞银:黄金价格或将面临压力,但长期前景乐观

同花顺 📅 01/30 13:35
瑞银(UBS)全球研究部分析师乔妮.特维斯在一份报告中指出,金价短期内可能承压,但长期前景依然乐观。她表示,对美联储独立性的担忧、地缘政治紧张局势加剧以及更广泛的政治不确定性正在支撑贵金属(881169)价格。尽管黄金的中长期风险依然偏向上行,但这位贵金属(881169)专家目前倾向于保持观望。“我们认为,短期价格波动开始过大,出现中期回调的风险正在上升,”她说道。

小米集團-W(01810)出現大手賣出32.12萬股,成交價$35.66,涉資1.145千萬 - AASTOCKS.com

Google 📅 01/30 13:35 1810.HK
小米集團-W(01810)出現大手賣出32.12萬股,成交價$35.66,涉資1.145千萬 AASTOCKS.com

百濟神州(06160)出現大手賣出2.8萬股,成交價$204.6,涉資572.88萬 - AASTOCKS.com

Google 📅 01/30 13:35 6160.HK
百濟神州(06160)出現大手賣出2.8萬股,成交價$204.6,涉資572.88萬 AASTOCKS.com

特朗普稱對向古巴提供石油國家加徵關稅 中方:堅決反對剝奪古巴人民生存權

i-cable 📅 01/30 13:34
【有線新聞】美國總統特朗普簽署行政命令,威脅對向古巴提供石油的國家加徵關稅,古巴批評華府試圖實施種族滅絕。在北京,外交部稱堅決反對剝奪古巴人民生存權的舉動。 美國總統特朗普簽署行政命令,指古巴政府的政策和行為對國家安全構成威脅,因此宣布進入國家緊急狀態,將建立關稅機制,對向古巴直接或間接提供石油的國家加徵關稅。商務部、國務院、財政部等部門會負責了解其他國家供油的情況,就是否加徵關稅和關稅幅度提出建...

五人东京街头被抢4亿日元 包括两中国人

联合早报 📅 01/30 13:34 700.HK
日本媒体报道,三名日本人和两名中国人在东京街头遭抢劫,装有4.2亿日元(下同,350万新元)现金的行李箱被一个三人的团伙抢走。 日本共同社报道,星期四(1月29日)晚上9时30分前后,东京都台东区东上野的路上有有男女五人被抢走了装有现金的行李箱。据东京警视厅介绍,其中装有共4.2亿日元。 这五人的年龄在20多岁至40多岁不等,他们称,在将三个装有现金的行李箱装进汽车时,其中一名40多岁的中国籍男性...

騰訊控股(00700)出現大手買入4.99萬股,成交價$612.5,涉資3.056千萬 - AASTOCKS.com

Google 📅 01/30 13:34 700.HK
騰訊控股(00700)出現大手買入4.99萬股,成交價$612.5,涉資3.056千萬 AASTOCKS.com

伊戈尔向港交所提交上市申请书

格隆汇 📅 01/30 13:34
格隆汇1月30日|伊戈尔向港交所提交上市申请书,独家保荐人为国泰海通。

騰訊控股(00700)出現大手買入2.5萬股,成交價$612.5,涉資1.531千萬 - AASTOCKS.com

Google 📅 01/30 13:34 700.HK
騰訊控股(00700)出現大手買入2.5萬股,成交價$612.5,涉資1.531千萬 AASTOCKS.com

京東集團-SW(09618)出現大手賣出100萬股,成交價$112.35,涉資1.124億 - AASTOCKS.com

Google 📅 01/30 13:34 9618.HK
京東集團-SW(09618)出現大手賣出100萬股,成交價$112.35,涉資1.124億 AASTOCKS.com

巴拿马最高法院裁定长和港口合同违宪

格隆汇 📅 01/30 13:33
格隆汇1月30日|据媒体消息,巴拿马最高法院裁定长和(0001.HK)运营巴拿马运河附近两个港口的合同违反宪法。美国总统特朗普曾威胁要将这些港口置于美国控制之下。长和于1997年开始运营这些港口,合同于2021年续签。巴拿马审计长去年就合同延长提起诉讼,指称合同延期导致巴拿马损失超过10亿美元的税收,而长和附属公司巴拿马港口公司未能获得延期所需的应有批准。长和去年3月公布计划出售涉及旗下包括两个巴...

Stryker projects 8%–9.5% organic sales growth for 2026 while advancing margin expansion and new product launches

Seeking Alpha 📅 01/30 13:33
Earnings Call Insights: Stryker Corporation (SYK) Q4 2025 Management View CEO Kevin Lobo described 2025 as “outstanding for both Q4 and the full year across all key financial metrics,” with organic sales growth of 11% in Q4 and 10.3% for the year, surpassing $25 billion in sales. Lobo highlighted that Neurocranial, Endoscopy, Instruments, and Trauma and Extremities all delivered double-digit organ...

Barclays Identifies Astera Labs (ALAB) as Top AI Integration Play for 2026 Expecting High-Quality Firms to Outperform - Insider Monkey

Google 📅 01/30 13:33 ALAB.O
Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! AI is eating the world—and the machines behind it are ravenous. Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, AI is already pushing global power grids to the brink. Wall Street is p...

康方生物(09926)出現大手賣出4.8萬股,成交價$110.1,涉資528.48萬 - AASTOCKS.com

Google 📅 01/30 13:33 9926.HK
康方生物(09926)出現大手賣出4.8萬股,成交價$110.1,涉資528.48萬 AASTOCKS.com

安全帶新例|鄧炳強:初期以勸喻為主 透露本港曾因出口管制警隊裝備採購難

无线新闻 📅 01/30 13:32
強制佩戴安全帶法例生效近一星期,有議員關注警方的執法方式。保安局局長鄧炳強向立法會作政策簡報時指,初期會以勸喻為主。 強制佩戴安全帶新例涵蓋巴士,周日起生效以來,在落實執行上出現不同意見,在立法會保安事務委員會,有議員關注警方的執法指引。 工聯會九龍東議員鄧家彪說:「一年前有些片段指小巴安全帶,真是會有警察以放蛇形式,叫停車輛,然後看有哪些乘客無戴小巴安全帶。警務處在巴士安全帶的執法指引上,會否有...

A股异动丨珠江钢琴跌逾7%,预计2025年净亏损3.5亿元-3.95亿元

格隆汇 📅 01/30 13:31
格隆汇1月30日|昨日涨停的珠江钢琴(002678.SZ)今日跌7.28%,报5.22元,总市值70.9亿元。珠江钢琴公告,预计2025年度净利润亏损3.95亿元–3.5亿元,上年同期亏损2.36亿元。受国内外经济形势波动、消费市场结构调整等多重外部因素交织影响,钢琴主业市场需求持续大幅萎缩;叠加公司产能收缩推高单位成本、人员优化及资产减值计提等内部因素,公司利润总额较上年同期下滑。(格隆汇)

Barclays identifies Astera Labs (ALAB) as top AI integration play for 2026 expecting high-quality firms to outperform - MSN

Google 📅 01/30 13:31 ALAB.O
Barclays identifies Astera Labs (ALAB) as top AI integration play for 2026 expecting high-quality firms to outperform MSN

Barclays identifies Astera Labs (ALAB) as top AI integration play for 2026 expecting high-quality firms to outperform - MSN

Google 📅 01/30 13:31 ALAB.O
Barclays identifies Astera Labs (ALAB) as top AI integration play for 2026 expecting high-quality firms to outperform MSN

In Vietnam, savers sitting on 400-tonne gold hoard rejoice at price boom

SCMP 📅 01/30 13:31 700.HK
From his newly built three-storey home outside Hanoi, Trinh Tat Thang has watched the surging global gold price with mounting dread. The Vietnamese have a long tradition of holding their wealth in gold, and a parallel practice of borrowing the asset from relatives to build homes rather than cash from a bank. But the debt must be repaid in gold. Advertisement Family members loaned Thang four glitte...

Be careful what you Warsh for - Reuters

Reuters 📅 01/30 13:31
Be careful what you Warsh for Reuters

Australia says US price floor backdown won’t derail its critical minerals strategy

Investing 📅 01/30 13:30

Australia’s producer inflation cools to 0.8% in Q4, easing below market forecasts

Seeking Alpha 📅 01/30 13:30
Australia's Producer Price Index (PPI) rose 0.8% in Q4 2025, down from 1.0% the previous quarter and below the expected 1.1% increase. This was the 22nd quarter of producer inflation, driven by strong demand in the residential property sector. On an annual basis, producer prices climbed 3.5% in Q4, the same pace as in Q3. Separate data showed Australia’s private sector credit rose 0.8% month-on-mo...
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