【导读】张忆东出任海通国际证券执委会委员、股票研究部主管及首席经济学家 卖方研究领域的知名分析师张忆东，正式开启职业生涯的新篇章。 记者获悉，兴业证券经济与金融研究院原联席院长、全球首席策略分析师张忆东已加盟国泰海通 （601211），出任海通国际证券执委会委员、股票研究部主管及首席经济学家，分管股票研究部与股票 销售交易部，未来协调研究业务跨境一体化。 公开资料显示，张忆东，复旦大学国际金融系学士、硕士，上海交通大学上海高级金融学院EMBA，曾 任兴业证券全球首席策略分析师、兴证（香港）金控副行政总裁、兴证国际副总裁，兼任复旦大学经济 学院专业学位校外兼职导师。 作为卖方研究领域极具影响力的策略分析师，张忆东深耕卖方研究行业二十余载，研究覆盖范围贯穿A 股、港股与美股市场，曾连续多次在国内资本市场分析师评选中斩获策略研究第一名，更于2023年成为 中国总量研究领域首位新财富钻石分析师。 去年12月31日，张忆东在个人公众号官宣离职。他表示，经过长时间的慎重考虑，出于对自己职业生涯 后半程的转型规划及家庭因素考量，已于日前正式向公司提出辞职申请，即将转型海外业务，专注于香 港及海外资本市场的拓展。 国际化是券 ...

【导读】名雕股份上演"天地板"，此前连续4日涨停中国基金报记者 晨曦刚刚，又有牛股"天地板"！2 月5日，名雕股份盘初涨停，随后迅速跳水跌停，上演"天地板"，当日振幅为20%。此后，名雕股份股 价持续在跌停板附近徘徊，截至发稿报27.87元/股，跌超9%。近期，名雕股份股价连日走高，此前已连 续4日涨停。 名雕股份(SZ:002830) 加自选 ¥27.87 -3.08 -9.95% | 最高:34.05 | 今开:31.01 | 涨停:34.05 | 成交量:23.99万手 | | --- | --- | --- | --- | | 最低:27.86 | 昨收:30.95 | 跌停:27.86 | 成交额:7.07亿 | | 量比: 3.51 | 换手:35.89% | 市盈率(动):176.62 | 市盈率(TTM): 92.51 | | 委比: -64.32% | 振幅:20.00% | 市盈率(静): 92.07 | 市净率:5.73 | | 每股收益:0.30 | 股息(TTM): 0.25 | 总股本:1.33亿 | 总市值: 37.46亿 | | 每股净资产:4.90 | 股息率(TTM):0. ...

名雕股份成立于1998年，主营业务是家装及家居综合服务，提供集原创设计、工程施工、主材及配饰选 购、木制品定制、物流配送、售后服务等多元服务于一体的一站式家装解决方案。 2月5日，名雕股份盘初涨停，随后迅速跳水跌停，上演"天地板"，当日振幅为20%。此后，名雕股份股 价持续在跌停板附近徘徊，截至发稿报27.87元/股，跌超9%。 近期，名雕股份股价连日走高，此前已连续4日涨停。 【导读】名雕股份上演"天地板"，此前连续4日涨停 刚刚，又有牛股"天地板"！ 对此，有股民调侃称，"三板老师自从牛市来了之后特别喜欢五板出货了，出不完就地板托单"。亦有股 民喊话，希望能够走出"天地天"行情。 （文章来源：中国基金报） 2月2日，名雕股份在股票交易异常波动公告中表示，公司近期经营情况正常，内外部经营环境未发生重 大变化；股票异常波动期间，第一大股东不存在买卖公司股票的行为。经公司自查，不存在违反信息公 平披露的情形。 此前有市场消息称，广东云犀互动传媒有限公司新近成立，由名雕股份全资持股。该公司经营范围包括 人工智能基础软件开发、人工智能应用软件开发、人工智能通用应用系统、人工智能公共服务平台技术 咨询服务等。 ...

【导读】贵州茅台股价大涨，i茅台因抢购多次崩溃 2月5日上午，大消费板块走强，贵州茅台（600519）也重回市场"C位"，股价一度冲高至1559.89元/股，截至发稿，报1554.68元/股，近6个交易日涨幅超 17%。 同时，随着春节临近，茅台销售行情也持续火热。 今日上午，又有多位网友反映"i茅台崩了"，无法抢购茅台。 基金君登录i茅台App发现，尽管App可以正常登录，但点击进入抢购茅台页面时，一直处于加载状态无法进入。9点30分左右，页面恢复正常后显示"已售 罄"。 在经历短暂的调整后，本周茅台价格再次上涨。今日酒价显示，26年飞天茅台原箱（53度/500ml）报1660元/瓶，26年飞天茅台散瓶报1610元/瓶。 二手交易市场价格也持续上调。基金君所在的一个微信群里，本周一，"黄牛"对i茅台上抢购的飞天茅台收购价为每瓶1580元，周二涨至1600元，周三又 涨至1640元。同时，该黄牛还称，可以接单人工代抢，其中，马茅每瓶加价100元，马茅礼盒装加价150元，飞天茅台加价100元，相较于此前均有不同程 度上涨。 此外，闲鱼等平台也有不少卖家将抢购的茅台进行出售，目前单瓶价格约在1580元至1720元 ...

Group 1 - The well-known financial influencer "Little Sheep Who Loves Finance" on Ant Fortune is no longer searchable, although existing followers can still view the account [1] - The influencer clarified on Douyin that he has not been banned, but a mimicking account was the one that faced restrictions [1] - A recent incident involving a fund company saw a single-day subscription volume exceeding 10 billion yuan, raising concerns over potential violations in sales practices [1] Group 2 - Regulatory authorities found that Fund Company D collaborated with unqualified internet influencers for marketing, paying large advertising fees to promote a specific fund product [1] - The regulatory response included orders for corrective actions and suspension of public fund product registrations, holding responsible parties accountable [1] - In response to increasing regulatory scrutiny, platforms like Xueqiu and Ant Fortune are actively conducting special governance efforts, resulting in the permanent banning of 213 accounts for violations [1]

Group 1 - The core point of the news is the significant drop in precious metal prices, with spot gold falling below $4900 per ounce and spot silver dropping below $81 per ounce [1][2][3] - On February 5, spot silver reached a low of $80.562 per ounce, marking a daily decline of over 7%, and is currently reported at $82.654 per ounce [2] - Spot gold hit a low of $4893.42 per ounce, briefly falling below the $4900 mark, with a daily decline exceeding 1%, and is currently at $4913.026 per ounce [3] Group 2 - The international precious metal prices have experienced a widespread decline, impacting the A-share market where the precious metal sector opened with significant losses [4] - Companies such as Hunan Gold and Hunan Silver recorded a maximum drop limit of 10%, while other firms like Xiaocheng Technology and Sichuan Gold fell over 10% and 9% respectively [4] - The Guotou Silver LOF fund hit the trading limit down for the fourth consecutive day, with a premium rate dropping to 37.13% [4] Group 3 - The performance of related ETFs shows a negative trend, with the Huaxia Gold ETF (code: 518850) declining by 3.66% over the past five days, with a net redemption of 171 million yuan [6] - The Gold Stock ETF (code: 159562) has seen a decrease of 6.28% in the last five days, with a net redemption of 270 million yuan [7] - The Nonferrous Metal ETF (code: 516650) has dropped by 11.81% over the past five days, with a significant net redemption of 4.17 billion yuan [8]

【导读】锐新科技筹划重大资产重组，自2月5日开市起停牌 中国基金报记者 闻言 2月4日晚间，锐新科技发布公告称，公司正在筹划以发行股份及支付现金的方式购买资产并募集配套资金事项，预计构成重大资产重组。 锐新科技计划自2月5日开市起停牌。截至2月4日收盘，锐新科技股价报26.49元/股，涨幅达7.16%，总市值为44.09亿元。 拟获标的资产控制权 奇瑞旗下公司此前入股 公告显示，锐新科技拟购买的资产是芜湖德恒汽车装备有限公司（以下简称芜湖德恒）的控制权。 | 锐新科技 东方 | | | | | --- | --- | --- | --- | | 300828 LT ▼ | | | | | 25.15 最高 26.87 最低 今开 24.13 26.49 | | | | | 5.75亿 7 16% １７7 狭手ご 18.25% 忌寺 22.76万 金额 | | | | | 总值ご 44.09亿 流值 33.04亿 市盈 で 118.34 車 え | | | | | 量: 2 盘后固定价格: 26.49 额: 5298 盘后分时 ● | | | | | 卧 停复牌:自2026-02-05至2026-02-26连续 ...

【导读】光伏板块暴跌，个股开盘一字跌停；消费板块走高，白酒股再度冲高 2月5日上午，A股三大股指低开低走，日跌幅均超1%。 从市场结构看，大科技板块持续调整，CPO、半导体跌幅靠前，太空光伏板块大幅下挫，光伏股里的钧达股份、双良节能双双跌停，贵金属板块持续暴 跌，有色金属指数盘中跌超5%。 大消费板块表现较好，白酒股已实现4连阳，餐饮旅游、软饮料板块表现活跃，银行股全线飘红。 截至午间收盘，沪指跌1.02%，深证成指跌1.8%，创业板指跌1.92%。 全市场共有3690只个股下跌，1644只个股上涨，43只个股涨停。成交额方面，沪深两市半日成交额为1.45万亿元，较上个交易日缩量1682亿元。 | | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 两岸融合 | 短剧游戏 | 谷子经济 | 银行 | 旅游出行 | 日用化工 | 林木 | 餐饮旅游 | 办公用品 | 软饮料 | | 3.07% | 2.62% | 2.42% | 2.17% | 2.12 ...

Market Overview - The A-share market opened lower on February 5, with all three major indices declining over 1% [2] - The technology sector continued to adjust, with significant declines in CPO and semiconductor stocks, while the space photovoltaic sector saw a sharp drop [2][5] - The consumer sector performed well, particularly in the liquor and restaurant tourism segments, with bank stocks also showing positive performance [2] Stock Performance - A total of 3,690 stocks declined, while 1,644 stocks rose, and 43 stocks hit the daily limit up [3] - The half-day trading volume in the Shanghai and Shenzhen markets was 1.45 trillion yuan, a decrease of 168.2 billion yuan compared to the previous trading day [3] Photovoltaic Sector - The photovoltaic sector experienced a significant drop, with key stocks like Junda Co. and Shuangliang Energy hitting the daily limit down [5] - Other notable declines included Maiwei Co., Dike Co., and Jiejia Weichuang, all falling over 10% [5][6] Consumer Sector - The consumer sector saw gains, particularly in the liquor segment, with Kweichow Moutai rising 1.41% to 1,546.46 yuan per share, increasing its market capitalization to 1,936.6 billion yuan [8] - Other consumer stocks, including Zhongxin Niya and Qunxing Toys, recorded significant gains, with both hitting the daily limit up [9] Banking Sector - The banking sector showed a positive trend, with all related stocks rising, including Xiamen Bank up over 6% and Chongqing Bank up over 4% [13] - The People's Bank of China recently held a meeting to discuss the credit market, which is expected to provide multiple benefits to the banking sector [13]

Group 1 - Spot gold prices experienced a significant drop, falling below $4900 per ounce, with a minimum price recorded at $4893.42 per ounce, reflecting a daily decline of over 1% [1][4] - Spot silver prices also plummeted, breaking below $81 per ounce, with a minimum price of $80.562 per ounce, resulting in a daily drop of more than 7% [2][4] - The overall precious metals market saw widespread declines, with various metals such as platinum and palladium also experiencing significant price drops [5][6] Group 2 - In the A-share market, the precious metals sector opened with notable declines, with companies like Hunan Gold and Hunan Silver hitting the daily limit down of 10% [7][8] - Specific stock performances included: - Xiaocheng Technology down 10.20% with a market cap of 16.1 billion - Hunan Silver down 9.97% with a market cap of 39.2 billion - Hunan Gold down 9.60% with a market cap of 50.7 billion [8] - The Guotou Silver LOF fund hit the daily limit down for four consecutive days, with a premium rate dropping to 37.13% [9]