Group 1 - Gold stocks continue to rise, with significant increases in companies such as WanGuo Gold Group (up 9.39%), Zijin Mining (up 3.5%), and Lingbao Gold (up 7.24%), driven by fluctuating gold prices and rising interest rate cut expectations [1][2] - Zijin Mining has approved a three-year production plan for major mineral products from 2026 to 2028, outlining clear production targets [1] - China Duty Free Group reported a 14.71% year-on-year increase in duty-free shopping amounts, totaling 11.585 billion yuan since the policy adjustment [1] Group 2 - Mongol Mining shares rose over 15% during trading, reflecting its transition from a single coking coal producer to a multi-mineral producer, including gold and copper [2] - Semiconductor manufacturer SMIC reported a 12.8% year-on-year increase in Q4 2025 revenue, reaching $2.489 billion, with a 60.7% increase in attributable profit [2] - Health 160 experienced a significant drop of nearly 40%, with its market value falling below 20 billion HKD, indicating a major reversal in its stock performance [2] Group 3 - Xiaomi Group shares increased nearly 5% following a live broadcast by its founder, emphasizing ongoing investments in technology and product development [3] - Zhizhu shares rose over 10% this week, with a cumulative increase exceeding 70%, driven by the launch of a new anonymous model by OpenRouter [3] - Jiantao Group stocks rose due to increased demand for high-end copper-clad laminates driven by AI computing power [3] Group 4 - Jaguar Uranium's stock opened over 35% higher on its debut in the US market but later fell by 23.25%, indicating volatility in its initial trading [4] - NIO shares rose 1.43% as the CEO highlighted significant achievements and future plans for profitability by 2026 [4] - Sohu reported a 6% year-on-year revenue increase in Q4 2025, with a notable reduction in losses compared to the previous year [4] Group 5 - Ferrari's Q4 2025 revenue reached €1.8 billion (approximately $2.14 billion), exceeding expectations, with a positive outlook for 2026 [5] - Philips reported a 1% year-on-year sales increase in Q4, with adjusted EBITA surpassing market expectations, particularly in its personal health segment [5]

Group 1 - Gold stocks are experiencing significant gains, with companies like WanGuo Gold Group and Zijin Gold International both rising by 8.2% [1] - The current spot gold price is hovering above $5,050, indicating a volatile market [1] - The anticipation of the U.S. non-farm payroll report scheduled for Wednesday is influencing market sentiment [1] Group 2 - David Wilson, the commodity strategy director at BNP Paribas, predicts that gold prices could rise to $6,000 per ounce by the end of the year due to ongoing macroeconomic and geopolitical risks [1] - The gold-silver ratio is expected to increase, reflecting a potential divergence in their price movements [1] - Continuous purchases of gold by central banks, including Deutsche Bank and Goldman Sachs, are supporting the bullish outlook for gold prices [1]

热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 万国黄金集团（03939）盘中涨超7%，高见17.32港元，创上市新高。截至发稿，股价上涨6.76%，现报 17.05港元，成交额2.58亿港元。 万国黄金集团此前公告，预期2025年度公司拥有人应占溢利约14亿至15亿元，同比增长约143%至 161%。环球富盛认为，公司2025年归母净利润预计同比大幅增长，受益于金价提升。该机构指出，公 司金岭矿扩建项目可期；与金山矿业订立认购协议，加速金岭项目发展；以及金岭矿日产量持续提升。 责任编辑：卢昱君 万国黄金集团（03939）盘中涨超7%，高见17.32港元，创上市新高。截至发稿，股价上涨6.76%，现报 17.05港元，成交额2.58亿港元。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 万国黄金集团此前公告，预期2025年度公司拥有人应占溢利约14亿至15亿元，同比增长约143%至 161%。环球富盛认为，公司2025年归母净利润预计同比大幅增长，受益于金价提升。该机构指出，公 司金岭矿扩建项目可期；与金山矿业订立认购协议，加速金岭项目发展；以及金岭矿日产量持续提升。 责 ...

Core Viewpoint - The stock of WanGuo Gold Group (03939) has risen over 7%, reaching a new high of 17.32 HKD, driven by favorable market conditions and positive earnings forecasts [1] Company Summary - WanGuo Gold Group anticipates a profit attributable to shareholders of approximately 1.4 to 1.5 billion HKD for the fiscal year 2025, representing a year-on-year growth of about 143% to 161% [1] - The company is expected to benefit from rising gold prices, with significant growth in net profit projected by Global Wealth Management [1] - The expansion project at the Jinling Mine is expected to contribute positively, alongside a subscription agreement with Jinshan Mining to accelerate the development of the Jinling project [1] - Daily production at the Jinling Mine continues to increase, further supporting the company's growth outlook [1] Industry Summary - The U.S. retail sales performance for December 2025 fell short of expectations, leading to a slight increase in interest rate cut expectations [1] - Market participants are awaiting the U.S. non-farm payroll report for January, which could influence economic sentiment [1] - David Wilson, head of commodity strategy at BNP Paribas, stated that the current rise in gold prices is "reasonable" given ongoing macroeconomic and geopolitical risks, with gold prices potentially reaching 6,000 USD per ounce by year-end [1] - The gold-silver ratio is expected to rise further, indicating a favorable outlook for precious metals [1]

Group 1 - The core viewpoint of the article highlights significant stock movements in the Hong Kong and US markets, driven by strategic partnerships, positive financial reports, and market trends [1][2][3][4][5][6][7]. Group 2 - Ocean Group (01991) saw a surge of over 13.3% after announcing a strategic partnership with CONSCIOUSNESS FOUNDATION LTD. to establish a joint venture focused on AI smart hardware, marking a significant step in its AI strategy [1]. - Gaming stocks continued to rise, with Melco International Development (00200) up 5.49% and Sands China (01928) up 3.26%, supported by a 24% year-on-year increase in Macau's gaming revenue for January [1]. - China Energy Storage (02399) increased by over 9.2% following its announcement to acquire 100% of Wuzhong Ruichu Technology for RMB 64 million [2]. - The real estate sector showed recovery, with Sunac China (01918) rising 8.2% as market confidence improved in January [3]. - Gold stocks collectively rose, with China’s gold reserves increasing to 74.19 million ounces, marking a continuous increase for 15 months [4]. - In the US market, Lexin Fintech (LX.US) rose 6.04% amid a broader market rally, with the Dow Jones reaching a historic high of 50,115.67 points [5]. - SpyGlass Pharma (SGP.US) debuted on the US market with a 65% increase, focusing on chronic eye disease treatments [6]. - Bitcoin-related stocks rebounded significantly, with Strategy (MSTR.US) up 26.11% [7].

消息面上，2月7日，中国人民银行更新的官方储备资产数据显示，截至2026年1月末，中国黄金储备为 7419万盎司，较去年12月末的7415万盎司增加4万盎司。中国央行已经连续15个月增持黄金。2月9日， 现货黄金盘初持续走高，重新站上5000美元/盎司。 摩根大通表示，今年来自各国央行和投资者的需求足够强劲，将最终推动黄金价格在2026年底前升至每 盎司6300美元。美国银行同样看多黄金，预计未来数月金价有望触及6000美元/盎司。 黄金股集体走高，万国黄金国际(03939)盘中涨超7%领涨板块。截至发稿，万国黄金国际涨4.35%，报 4.49%，报15.36港元；紫金矿业(02899)涨4.09%，报40.7港元；大唐黄金(08299)涨3.23%，报0.64港元； 招金矿业(01818)涨2.29%，报33.98港元。 ...

每经AI快讯，2月9日，黄金股集体走高，万国黄金国际(03939.HK)盘中涨超7%领涨板块。截至发稿， 万国黄金国际涨4.35%，报4.49%，报15.36港元；紫金矿业(02899.HK)涨4.09%，报40.7港元；大唐黄金 (08299.HK)涨3.23%，报0.64港元；招金矿业(01818.HK)涨2.29%，报33.98港元。 ...

消息面上，2月7日，中国人民银行更新的官方储备资产数据显示，截至2026年1月末，中国黄金储备为 7419万盎司，较去年12月末的7415万盎司增加4万盎司。中国央行已经连续15个月增持黄金。2月9日， 现货黄金盘初持续走高，重新站上5000美元/盎司。 摩根大通表示，今年来自各国央行和投资者的需求足够强劲，将最终推动黄金价格在2026年底前升至每 盎司6300美元。美国银行同样看多黄金，预计未来数月金价有望触及6000美元/盎司。 智通财经APP获悉，黄金股集体走高，万国黄金国际(03939)盘中涨超7%领涨板块。截至发稿，万国黄 金国际涨4.35%，报4.49%，报15.36港元；紫金矿业(02899)涨4.09%，报40.7港元；大唐黄金(08299)涨 3.23%，报0.64港元；招金矿业(01818)涨2.29%，报33.98港元。 ...

Group 1 - Hong Kong precious metal stocks experienced a significant rise in early trading, with WanGuo Gold (03939.HK) increasing by over 5% [1] - China Silver Group (00815.HK) saw a nearly 5% increase, while Tongguan Gold (00340.HK) and Zijin Mining (02899.HK) both rose by over 4% [1] - Other companies such as Chifeng Jilong Gold Mining and Zijin Gold International (02259.HK) also reported gains of over 3% [1]

万国黄金集团 中信证券认为，贵金属将受益于货币属性和避险情绪共振延续强势。值得一提的是，此前，万国黄金集 团发布公告，预期2025年度公司拥有人应占溢利约14亿至15亿元，同比增长约143%至161%。根据董事 会目前所得资料，预期溢利增加主要是由于黄金产品销售量及价格上升所致。 分时图 日K线 周K线 月K线 15.73 1.06 7.23% 9.54% 6.34% 3.20% 0.00% 3.20% 6.34% 9.54% 13.27 13.74 14.20 14.67 15.14 15.60 16.07 09:30 10:30 12:00/13:00 14:00 16:10 0 81万 162万 244万 万国黄金集团(03939)再涨超8%，截至发稿，涨6.2%，报15.58港元，成交额3.53亿港元。 消息面上，截至2月4日，现货黄金盘中重回5000美元/盎司关口。瑞银策略分析师在研究报告中指出， 从长期视角看，此次金价回调反而为市场注入健康动能。近日，美联储理事米兰表示，美联储今年需要 降息不止100个基点，很期待凯文.沃什担任美联储主席后的表现。不过，里士满联储主席巴金强调，在 通胀尚未完全回落 ...