2026年2月27日星期五 ➢ 美伊会谈有进展；全球手机市场料萎 缩。A股弱势震荡。上证指数收跌0.01% 报4146.63点，深证成指涨0.19%，创业 板指跌0.29%。算力硬件股集体爆发。 港股单边下跌。香港恒生指数收跌 1.44%报26381.02点，恒生科技指数跌 2.87%，恒生中国企业指数跌2.44%。工 业板块抗跌，科网股全面走低。大市 成交额2592.769亿港元。外盘方面，欧 洲三大股指收盘全线上涨，美国三大 股指收盘涨跌不一，道指涨0.03%报 49499.2 点 ，标 普 500 指数 跌 0.54%报 6908.86点，纳指跌1.18%。美伊日内瓦 会谈取得进展，下周将继续新一轮磋 商。IDC预计全球智能手机市场今年将 大幅萎缩。 | 26381.02 | -1.44 | 2.93 | | --- | --- | --- | | 8814.29 | -2.44 | -1.12 | | 5109.33 | -2.87 | -7.37 | | 118.81 | 1.69 | -3.77 | | 4146.63 | -0.01 | 4.48 | | 14503.79 | 0.19 | 7. ...

2026年2月25日星期三 ➢ 特朗普国情咨文；中国春节旅游创新高。 A股春节后首个交易日早盘急跌后反弹， 午后弱势。上证指数收涨0.87%报4117.41 点，深证成指涨1.36%，创业板指涨0.99%。 油服掀涨停潮、油气股全面领涨。港股 下挫。恒生指数收跌1.82%，报26590.32 点；恒生科技指数跌2.13%，恒生中国企 业指数下挫2.06%。石油板块涨幅居前， 贵金属涨幅居前。大市成交额2509.921亿 港元。外盘方面，欧洲三大股指收盘涨 跌不一，美国三大股指全线收涨，道指 涨0.76%报49174.5点，标普500指数涨 0.77%报6890.07点，纳指涨1.04%。特朗普 即将发表国情咨文，料针对国内经济宣 布若干新政策。中国春节假期国内出游 总花费和出游人次均创纪录。 资料来源：彭博 | 26590.32 | -1.82 | 3.74 | | --- | --- | --- | | 9007.86 | -2.06 | 1.06 | | 5270.70 | -2.13 | -4.45 | | 116.99 | 2.91 | -5.24 | | 4117.41 | 0.87 | 3.74 ...

2026年2月25日星期三 ➢ 特朗普国情咨文；中国春节旅游创新高。 A股春节后首个交易日早盘急跌后反弹， 午后弱势。上证指数收涨0.87%报4117.41 点，深证成指涨1.36%，创业板指涨0.99%。 油服掀涨停潮、油气股全面领涨。港股 下挫。恒生指数收跌1.82%，报26590.32 点；恒生科技指数跌2.13%，恒生中国企 业指数下挫2.06%。石油板块涨幅居前， 贵金属涨幅居前。大市成交额2509.921亿 港元。外盘方面，欧洲三大股指收盘涨 跌不一，美国三大股指全线收涨，道指 涨0.76%报49174.5点，标普500指数涨 0.77%报6890.07点，纳指涨1.04%。特朗普 即将发表国情咨文，料针对国内经济宣 布若干新政策。中国春节假期国内出游 总花费和出游人次均创纪录。 资料来源：彭博 頁1 ➢ 特朗普将于美东时间周二晚9点在国会发 表国情咨文演讲，预计内容将以国内事 务为主。白宫发言人称他将提出一项雄 心勃勃的议程，并宣布若干新政策。 ➢ 中国春节假期旅游热潮涌现，官方数据 显示9天假期国内出游总花费和出游人次 均创纪录。得益于免签政策，入境外国 人较去年假期日均增长22%。 ➢ 香港 ...

14,000 16,000 18,000 20,000 22,000 24,000 26,000 28,000 30,000 | 26705.94 | 0.52 | 4.20 | | --- | --- | --- | | 9070.32 | 0.42 | 1.76 | | 5367.52 | 0.13 | -2.69 | | 116.21 | -1.03 | -5.87 | | 4082.07 | -1.26 | 2.85 | | 14100.19 | -1.28 | 4.25 | | 4660.41 | -1.25 | 0.66 | | 49395.16 | -0.54 | 2.77 | | 22682.73 | -0.31 | -2.41 | | 6861.89 | -0.28 | 0.24 | | 25043.57 | -0.93 | 2.26 | | 8398.78 | -0.36 | 3.06 | | 10627.04 | -0.55 | 7.00 | 2026年2月20日星期五 ➢ 美重兵集结中东；美国暂搁置重大对台 军售。A股休市。上证指数收跌1.26%报 4082.07点，深证成指跌1.28 ...

➢ 美国零售数据疲软；中国将常态化国债 买卖操作。A股窄幅震荡。上证指数收 涨0.13%报4128.37点，录得6连阳；深证 成指涨0.02%，创业板指跌0.37%。光伏 涨幅居前。恒指冲高回落，香港恒生指 数收涨0.58%报27183.15点，恒生科技指 数涨0.62%，恒生中国企业指数涨0.81%。 AI应用股、创新药大涨。大市成交额 2340.4亿港元。外盘方面，欧洲三大股 指收盘涨跌不一，美国三大股指收盘涨 跌不一，道指涨0.1%，标普500指数跌 0.33%报6941.81点，纳指跌0.59%。美国 零售销售意外停滞，市场提高今年降息 押注，关注周三发布的非农就业报告。 中国央行称将常态化开展国债买卖操作。 资料来源：彭博 2026年2月11日星期三 | 27183.15 | 0.58 | 6.06 | | --- | --- | --- | | 9242.75 | 0.81 | 3.69 | | 5451.03 | 0.62 | -1.18 | | 118.25 | -0.39 | -4.22 | | 4128.37 | 0.13 | 4.02 | | 14210.63 | 0.02 | 5.07 ...

2026年2月11日星期三 ➢ 美国零售数据疲软；中国将常态化国债 买卖操作。A股窄幅震荡。上证指数收 涨0.13%报4128.37点，录得6连阳；深证 成指涨0.02%，创业板指跌0.37%。光伏 涨幅居前。恒指冲高回落，香港恒生指 数收涨0.58%报27183.15点，恒生科技指 数涨0.62%，恒生中国企业指数涨0.81%。 AI应用股、创新药大涨。大市成交额 2340.4亿港元。外盘方面，欧洲三大股 指收盘涨跌不一，美国三大股指收盘涨 跌不一，道指涨0.1%，标普500指数跌 0.33%报6941.81点，纳指跌0.59%。美国 零售销售意外停滞，市场提高今年降息 押注，关注周三发布的非农就业报告。 中国央行称将常态化开展国债买卖操作。 183 35 3511-15 XIN YONGAN INTERNATIONAL FINANCIAL HOLDINGS LIMITED Units 3511-15, 35/F, Cosco Tower, Grand Millennium Plaza, www.yafco.com.hk 183 Queen's Road Central, Sheung Wan, Hong ...

2026年2月10日星期二 ➢ 英政坛危机；Alphabet发债获热捧。A 股突破上周压力位，强势上行。上证指 数收涨1.41%报4123.09点，深证成指涨 2.17%，创业板指涨2.98%。光伏涨幅居 前。恒指跳空高开，午后走势顽强，香 港恒生指数收涨1.76%报27027.16点，恒 生科技指数涨1.34%，恒生中国企业指数 涨1.52%。保险、半导体、科技等集体反 弹。大市成交额2551.416亿港元。外盘 方面，欧洲三大股指收盘全线上涨，美 国三大股指全线收涨，道指涨0.04%报 50135.87点，续创收盘新高，标普500 指数涨0.47%报6964.82点，纳指涨0.9%。 在得到内阁全员表态支持后，英国首相 斯塔默的执政危机暂时缓解。Alphabet 料通过发行美元债筹资200亿美元。 资料来源：彭博 | 27027.16 | 1.76 | 5.45 | | --- | --- | --- | | 9168.33 | 1.52 | 2.86 | | 5417.60 | 1.34 | -1.78 | | 118.71 | -0.61 | -3.85 | | 4123.09 | 1.41 | 3. ...

新永安期货市场快讯 XIN YONGAN Futures Express 2026年2月6日星期五 www . y a f c o . c o m . h k 二月假期交易休市时间安排： 彭博美元指数升至两周高点；挪威克朗领跌G-10货币 彭博美元指数升至两周高点，G-10货币兑美元全线下跌，贵金属再现猛烈抛售，挪威克朗率大宗商品货币表现最差。 美国疲软就业数据和股市下跌提振美债上涨，收益率曲线陡化。比特币重挫。 1/5 中美一周主要经济数据公布： | | 品种 | 2.16 | 2.17 | 2.18 | 2.19 | | 品种 | 2.2 | 2.11 | 2.13 | 2.16 | 2.17 | 2.18 | 2.19 | 2.20 | 2.23 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 农产品 生猪、活牛 | 休市 休市 | 正常 正常 | 正常 正常 | 正常 正常 | | 橡胶TSR20 | 正常 | 正常 | 正常 | ...

Market Performance - A-shares experienced a significant decline, with the Shanghai Composite Index dropping by 2.48% to 4015.75 points, and the Shenzhen Component Index falling by 2.69%[1] - The Hong Kong Hang Seng Index fell by 2.23% to 26775.57 points, while the Hang Seng Tech Index plummeted by 3.36%[1] - The total market turnover in Hong Kong was approximately 34.79 billion HKD[1] U.S. Economic Indicators - The U.S. manufacturing sector unexpectedly expanded, with the ISM Manufacturing Index rising from 47.9 to 52.6, marking the fastest growth since 2022[12] - New orders and production indicators showed significant increases, with new orders rising nearly 10 points[12] - The Dow Jones increased by 1.05% to 49407.66 points, while the S&P 500 and Nasdaq rose by 0.54% and 0.56%, respectively[1] Trade and Tariff Changes - President Trump announced a reduction in tariffs on Indian goods from 25% to 18%, contingent on India's commitment to cease purchasing Russian oil and to procure over 500 billion USD in U.S. products[12] - The U.S. is launching a 12 billion USD critical mineral reserve project to reduce dependence on Chinese rare earths[12] Commodity Market Insights - Chinese copper processors are reportedly increasing their inventory ahead of the Lunar New Year, taking advantage of a price drop, with futures prices having fallen by 12% from recent highs[12] - Copper prices are expected to stabilize around 100,000 RMB (approximately 14,400 USD) per ton, influencing procurement strategies[12]

Market Performance - The Shanghai Composite Index rose by 0.16% to 4157.98 points, while the Shenzhen Component fell by 0.3% and the ChiNext Index dropped by 0.57%[1] - The Hong Kong Hang Seng Index increased by 0.51% to 27968.09 points, with the Hang Seng Technology Index declining by 1% and the Hang Seng China Enterprises Index rising by 0.42%[1] - The total market turnover in Hong Kong was 3319.942 million HKD[1] Currency and Economic Relations - The U.S. Treasury Department labeled the Chinese yuan as "severely undervalued" and urged China to allow timely appreciation of its currency[12] - A survey by Goldman Sachs indicated that the majority of investors expect the yuan to appreciate against the U.S. dollar this year[8] Corporate Earnings - Apple reported a record quarterly revenue of 143.8 billion USD, exceeding Wall Street expectations, with a 38% increase in revenue from China[12] - The anticipated net profit for Sunny Optical Technology is expected to increase by 70% to 75%, reaching approximately 4.589 to 4.724 billion RMB[14] Bilateral Agreements - China and the UK reached 11 positive outcomes during Prime Minister Keir Starmer's visit, including the establishment of a yuan clearing bank in the UK and a reduction in whisky import tariffs from 10% to 5%[12]