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午评:沪指窄幅震荡,地产、石油等板块拉升,AI应用概念活跃
搜狐财经· 2026-01-29 12:12
1月29日早盘,沪指盘中窄幅震荡,创业板指冲高回落,科创50指数弱势下探,A股市场超2800股飘 绿。 截至午间收盘,沪指跌0.1%,深证成指微涨,创业板指微跌0.05%,科创50指数跌1.52%,沪深北三市 合计成交约2.03万亿元。 盘面上看,半导体、券商、医药、军工等板块走低,传媒、地产、石油、有色、酿酒、保险、银行等板 块拉升,AI应用概念、稀土概念等活跃。 中银证券认为,短期来看,春躁行情运行至高位震荡与预期分化阶段,结构分化或有增加。目前市场对 扩内需政策及遏制行业"内卷"的供给侧政策抱有期待,周期股的阶段性催化依旧。但需注意短期监管降 温带来的ETF及杠杆资金增量边际走弱对市场的影响。节前市场或进入震荡博弈阶段,重点关注业绩主 线。 ...
S&P/TSX composite edges higher, U.S. markets mixed after key rate decisions
Investment Executive· 2026-01-29 06:08
货币政策与利率 - 加拿大央行维持政策利率在2.25%不变 符合市场普遍预期 [1] - 美联储暂停降息 将关键利率维持在约3.6% 此前在去年已降息三次 [1] - 美联储声明指出就业市场显现稳定迹象 并将经济增长描述从“温和”上调为“稳固” [1] - 低利率对加拿大和美国均非常重要 尤其可能引起加拿大房主的特别关注 [1][2] 股票市场表现 - 加拿大S&P/TSX综合指数上涨79.67点 收于33,176.07点 [2] - 道琼斯工业平均指数上涨12.19点 收于49,015.60点 纳斯达克综合指数上涨40.35点 收于23,857.45点 [3] - 标准普尔500指数微跌0.57点 收于6,978.03点 [3] - 美国股市和债市几乎停滞不前 美元在近期大幅下跌后趋于稳定 [4] 大宗商品与货币 - 三月白银期货价格上涨7.58美元 至每盎司113.53美元 四月黄金期货价格上涨219.60美元 至每盎司5,340.20美元 [2] - 大宗商品从技术角度看对加拿大是重要板块 白银和黄金当日均上涨 [2][3] - 加元兑美元汇率报73.69美分 前一交易日为73.42美分 [5] - 三月原油期货价格上涨82美分 至每桶63.21美元 [5] 行业与公司动态 - 希捷科技股价大涨19.1% 涨幅居标普500指数成分股之首 因最新季度利润超出分析师预期 [4] - 希捷科技CEO指出人工智能应用等需求推动了业绩 [4] - 人工智能热潮的典型代表英伟达股价上涨1.6% 是拉升标普500指数的最主要单一力量 [5] - 英伟达亦受益于光刻机巨头阿斯麦发布的积极报告 [5] - 人工智能发展需要存储 带动存储类股票大幅上涨 [5]
House Democrats warn oil companies of risks of Venezuela transactions
Reuters· 2026-01-29 01:49
A dozen House Democrats on Wednesday sent a letter to 21 companies who attended a Jan. 9 White House meeting about developing Venezuelan oil resources, warning them that any transaction or investment ... ...
Oil hits 4-month high as Trump renews Iran threats, but crude's momentum may be fleeting
MarketWatch· 2026-01-29 01:19
President Donald Trump ratcheted up pressure on Iran Wednesday, warning that a "massive armada†was headed to the Middle Eastern country and that time was running out for Tehran to reach a nuclear dea... ...
Gold Jumps Over 4%; Seagate Shares Gain After Q2 Results
Benzinga· 2026-01-29 01:01
美股市场表现 - 美股盘中涨跌互现 道琼斯工业平均指数微涨0.02%至49,012.75点 纳斯达克综合指数下跌0.10%至23,792.17点 标普500指数下跌0.13%至6,969.75点 [1] - 能源板块领涨 涨幅为0.7% [1] - 医疗保健板块表现落后 下跌0.5% [1] 商品市场动态 - 原油价格上涨0.9%至每桶62.92美元 [3] - 黄金价格大幅上涨4.1%至每盎司5,290.30美元 [3] - 白银价格显著上涨6.7%至每盎司113.065美元 [3] - 铜价上涨0.8%至每磅5.9085美元 [3] 宏观经济与库存数据 - 美国原油库存意外下降 在截至1月23日当周减少229.6万桶 而市场普遍预期为增加175万桶 [2][6] - 抵押贷款申请量下降 在截至1月23日当周较前一周下降8.5% [6] 全球其他市场表现 - 欧洲股市普遍下跌 欧元区STOXX 600指数下跌0.68% 西班牙IBEX 35指数下跌0.99% 英国富时100指数下跌0.37% 德国DAX指数下跌0.25% 法国CAC 40指数下跌0.87% [4] - 亚太市场普遍收涨 日本日经225指数微涨0.05% 香港恒生指数大涨2.58% 中国上证综合指数上涨0.27% 印度BSE Sensex指数上涨0.60% [5]
U.S. Crude Oil Stockpiles Post Weekly Decline as Imports Fall
WSJ· 2026-01-29 00:16
Commercial crude oil stocks decreased by 2.3 million barrels and were about 3% below the five-year average for the time of year, said the Energy Information Administration. ...
Venezuela's oil reform met with flurry of proposed changes
Reuters· 2026-01-28 01:34
A commission of Venezuela's National Assembly has received more than 80 proposals from politicians, lawyers and energy associations seeking changes to a reform of the country's main oil law, sources c... ...
P/E Ratio Insights for Cenovus Energy - Cenovus Energy (NYSE:CVE)
Benzinga· 2026-01-27 22:00
In the current market session, Cenovus Energy Inc. (NYSE:CVE) stock price is at $18.90, after a 0.11% drop. However, over the past month, the company's stock spiked by 11.03%, and in the past year, by 26.39%. Shareholders might be interested in knowing whether the stock is overvalued, even if the company is not performing up to par in the current session. Cenovus Energy P/E Compared to CompetitorsThe P/E ratio measures the current share price to the company's EPS. It is used by long-term investors to analyz ...
Venezuela expects $1.4 billion investment in oil production sharing contracts, Rodriguez says
Reuters· 2026-01-27 08:12
Venezuela's interim President Delcy Rodriguez said on Monday the country expects about $1.4 billion in investment this year in projects under oil production sharing contracts promoted by the governmen... ...
Hungary's MOL offered up to 1 billion euros for Serbia's NIS oil firm, Vucic says
Reuters· 2026-01-26 20:47
交易概述 - 匈牙利油气集团MOL同意支付高达10亿欧元约合11.9亿美元以收购塞尔维亚石油公司NIS的多数股权 [1] - 交易卖方为NIS的俄罗斯所有者 [1] - 塞尔维亚总统武契奇于周一宣布了此交易协议 [1] 交易主体 - 收购方为匈牙利油气集团MOL [1] - 被收购方为塞尔维亚石油公司NIS [1] - NIS目前的控股股东为俄罗斯方面 [1]