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  每经记者叶峰    每经编辑肖芮冬    

  黄金股早盘冲高回落,赤峰黄金、山金国际、招金矿业跌超3%。中证沪深港黄金产业股票指数跌1.5%,早盘一度涨超3%。

  受盘面影响,跟踪中证沪深港黄金产业股票指数的ETF集体翻绿跌约1%。

  在机构看来,黄金股具备较强的“利润修复弹性”,2025年其EPS“贡献度”有望持续、明显超出市场预期。黄金天然供给影响“钝化”,开采成本上升速率相对稳定,使得黄金股的利润弹性更多来自金价上涨,对应黄金股EPS在金价上涨期间亦表现为趋势性修复。

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

  复宏汉霖(02696)早盘股价上涨6.09%,现报33.95港元,成交额3866.51万港元。

  复宏汉霖近日举行2025全球研发日。公司在会上表示,2024年业绩期内,公司在全球范围内完成25项上市注册申请递交,并获得17项批准。截至目前,复宏汉霖已有6款产品在中国获批上市,4款产品在国际获批上市,触达50多个国家和地区。未来四年,复宏汉霖计划在美国再推动8款生物药上市,覆盖帕妥珠单抗、地舒单抗等多个产品。

  招商证券指出,复宏汉霖PD-1、曲妥珠单抗、利妥昔单抗、贝伐珠单抗已经完成出海。未来储备上,生物类似药产品帕妥珠单抗、地舒单抗均与Organon合作,帕妥珠单抗有望成为首个欧美获批的生物类似药,地舒单抗同样进度领先,期待后续海外获批与放量。考虑公司后续创新管线的潜在价值与生物类似药出海的潜力,首次覆盖,给予“强烈推荐”投资评级。

  第19届中国投资年会·年度峰会于今日举行。中国人民大学国家金融研究院院长、中国资本市场研究院院长吴晓求呼吁将东方集团罚到倾家荡产、牢底坐穿。

  “我看他退市最后一天竟然还有如此规模的交易,是很吃惊”,吴晓求说,“我经常呼吁有关部门,东方集团要做一个案例,要作为中国的“安然”(一样处罚)”。

  据英国《金融时报》周四援引知情人士的话报道,由软银集团、OpenAI和甲骨文投资的“星际之门”项目正考虑未来在英国的投资,将目光投向海外,为强大的人工智能模型建立全球基础设施。

  日本央行行长植田和男周四警告称,美国总统特朗普的关税带来的不确定性加剧,这可能会损害家庭信心,损害日本脆弱的经济。

  植田和男在日本国会发表讲话时表示,特朗普的关税可能会通过贸易活动和金融市场波动等多种渠道影响日本经济。

  他说,日本央行1月升息时,美国经济状况良好,金融市场稳定。

  “最近,围绕美国政策,尤其是关税政策的不确定性急剧上升,”他对议会表示。

  植田和男表示:“在每次政策会议上,我们都会在没有任何先入之见的情况下,仔细研究事态发展及其对日本经济的影响。”

  他说,在实际利率极低的情况下,如果经济和物价走势符合央行的预期,日本央行将继续加息。“但我们必须警惕,围绕各国贸易政策的不确定性正在加剧。”

  植田和男还说,大米和其他食品价格的稳步上涨可能导致广泛的价格上涨,这可能会加剧长期通胀预期。

  日本央行理事中川顺子在周四发表的讲话中表示,美国关税政策的不确定性不仅会通过出口下降,还会通过过度的市场波动损害经济。

  中川顺子还警告称,日本国内通胀可能出现超调。企业提高价格和工资的幅度可能超过预期,以转嫁包括劳动力在内的成本上升。

  她说,另一方面,生活成本上升和特朗普关税的不确定性可能会损害家庭信心和消费。

付辛博伊一,这样的坚持让我更加坚强,学会珍惜每的相关文章 不挑战的一天比挑战还累的相关文章
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