Group 1: Insurance Sector - Insurance stocks are experiencing significant declines, with China Life (02628) down 3.75%, New China Life (01336) down 3.28%, and China Pacific Insurance (02601) down 2.74%. The government plans to issue approximately 200 billion yuan in special bonds to inject capital into major insurance companies, marking the first time this method will be used for insurance firms in China [1] Group 2: Logistics and Delivery - ZTO Express (02057) has seen an increase of over 2.3%. The company estimates that its total revenue for 2025 will be between 48.5 billion yuan and 50 billion yuan, representing a growth of approximately 9.5% to 12.9% compared to 44.2807 billion yuan in 2024 [1] Group 3: Biotechnology - Innovent Biologics (09969) has risen over 4%, with a current increase of 3.25%. The company anticipates achieving revenue of 2.37 billion yuan in 2025, a year-on-year growth of approximately 134%, and expects to turn a profit with a net profit of around 630 million yuan [1] Group 4: Coal Sector - Coal stocks are generally declining, with Yancoal Australia (03668) down 6.63%, Shougang Resources (00639) down 7.83%, and China Shenhua (01088) down 2.47%. This decline follows reports that the Indonesian government has proposed a production cut plan, leading to a 40% to 70% reduction in production quotas for major miners [2] Group 5: Medical Devices - GigaGen (02367) has increased over 8%, currently up 4.11%. The company recently announced that its "recombinant type I α1 collagen and sodium hyaluronate composite solution" has been approved as a medical device, marking a significant milestone as the first product of its kind for improving facial smoothness [2] Group 6: Semiconductor Sector - Semiconductor stocks are all declining, with Hua Hong Semiconductor (01347) down 5.91% and SMIC (00981) down 3.49%. This follows a significant drop in AMD's stock price by 17.31% after its fourth-quarter report indicated that while revenue exceeded expectations, the guidance for the first quarter was below market expectations [3] Group 7: Restaurant Sector - Restaurant stocks are performing well, with Yum China (09987) up 8.41% and Haidilao (06862) up 2.69%. The restaurant industry has shown signs of recovery, with retail sales in the sector growing by 3.8%, 3.2%, and 2.2% year-on-year in the last quarter of 2025, significantly outpacing overall retail growth [3] Group 8: Consumer Goods - Miniso (09896) has risen over 5.1% after announcing its partnership with the Central Radio and Television Station for the 2026 Spring Festival Gala. This collaboration is seen as a significant marketing move to elevate the brand's visibility in the mainstream market [4] Group 9: Gold Sector - Gold stocks are declining, with China Gold International (02099) down 6.8% and Zijin Mining (02899) down 6.29%. Recent volatility in the international gold market has been noted, with expectations that geopolitical tensions and liquidity easing by the Federal Reserve may drive gold prices higher [4] Group 10: Cryptocurrency - Cryptocurrency ETFs and related stocks are continuing to decline, with significant drops in prices, including Bitcoin falling below $72,000 for the first time in 15 months. The price has decreased by over 42% from its peak last October [5] Group 11: US Market Highlights - Boston Scientific (BSX.US) fell 17.59% after providing lower-than-expected guidance for fiscal year 2026. The company expects adjusted earnings per share to be between $3.43 and $3.49, slightly below analyst expectations [6] - Solar stocks surged, with Enphase Energy (ENPH.US) rising 38.6% following reports of interest from Elon Musk's teams in the Chinese solar supply chain [6]

消息面上，超威半导体（AMD）周三收跌17.31%，创2017年5月以来最大单日跌幅。AMD发布的2025 财年第四财季报告显示，AMD去年四季度营收超百亿美元创新高、保持30%以上同比增速，EPS盈利增 长放缓但较分析师预期高近16%。但与此同时，部分分析师认为，虽然AMD公布了超预期的营收利润 表现，但一季度指引不及预期。 芯片股全线走低，截至发稿，华虹半导体(01347)跌5.37%，报96.9港元；兆易创新（603986）(03986)跌 4.34%，报291.2港元；中芯国际(00981)跌3.85%，报66.1港元；上海复旦(01385)跌3.76%，报46.08港 元。 受AMD大跌影响，隔夜"存储四巨头"也集体下跌，闪迪跌15.95%，美光科技跌9.55%。2月5日，日韩股 市低开，芯片股跟随隔夜美国科技股走低，三星电子和SK海力士均跌超4%，此外，软银集团股价大跌 超6%。 ...

受AMD大跌影响，隔夜"存储四巨头"也集体下跌，闪迪跌15.95%，美光科技跌9.55%。2月5日，日韩股 市低开，芯片股跟随隔夜美国科技股走低，三星电子和SK海力士均跌超4%，此外，软银集团股价大跌 超6%。 消息面上，超威半导体（AMD）周三收跌17.31%，创2017年5月以来最大单日跌幅。AMD发布的2025 财年第四财季报告显示，AMD去年四季度营收超百亿美元创新高、保持30%以上同比增速，EPS盈利增 长放缓但较分析师预期高近16%。但与此同时，部分分析师认为，虽然AMD公布了超预期的营收利润 表现，但一季度指引不及预期。 智通财经APP获悉，芯片股全线走低，截至发稿，华虹半导体(01347)跌5.37%，报96.9港元；兆易创新 (03986)跌4.34%，报291.2港元；中芯国际(00981)跌3.85%，报66.1港元；上海复旦(01385)跌3.76%，报 46.08港元。 ...

港股芯片股持续走低，华虹半导体跌超5%，中芯国际跌近4%，上海复旦跌逾2%。 ...

作者：观察君 2月4日，港股收盘，恒生指数收涨0.05%，报26847.32点；恒生科技指数收跌1.84%，报5366.44点。 板块方面，煤炭股涨幅居前，兖矿能源涨超10%，中国神华涨超5%；芯片股走势疲软，上海复旦跌超 5%，华虹半导体跌近5%；科网股整体表现低迷，腾讯控股跌近4%，哔哩哔哩跌超3%；内房股集体走 高，世茂集团涨超14%，融创中国涨超8%。恒生指数成分股中，信义玻璃、中国神华、华润置地涨幅 靠前；携程集团-S、腾讯控股、网易-S跌幅居前。恒生科技指数成分股中，理想汽车-W、零跑汽车、 海尔智家涨幅靠前；金蝶国际、携程集团-S、同程旅行跌幅居前。 声明：市场有风险，投资需谨慎。本文为AI基于第三方数据生成，仅供参考，不构成个人投资建议。 本文源自：市场资讯 ...

每经记者｜张锦河 每经编辑｜段炼 | （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） | | --- | | 芯片股低迷，上海复旦跌超5%，华虹半导体跌近5%，兆易创新跌超3%，中芯国际跌超2%。 | 记者|张锦河 恒生科技指数跳水，跌1.844%。几大巨头表现不佳，腾讯控股跌近4%，百度集团跌近3%，小米集团跌超1.8%，京东集团跌超1.6%，阿里巴巴跌近1%。 | | 恒生科技指数成分股 | O | | --- | --- | --- | | | HSTECH 5366.440 -100.820 -1.844% | | | 名称 | 现价 ◆ | 涨跌幅 ⇒ > | | 腾讯控股 | 558.000 | -3.959% | | 00700 | | | | 哔哩哔哩-W | 243.600 | -3.715% | | 09626 | | | | 网易-S | 191.900 | -3.325% | | 099999 | | | | 百度集团-SW | 137.200 | -2.970% | | 09888 | | | 编辑|段炼 杜恒峰 校对|何小桃 封面图片|视觉 ...

每经AI快讯，2月4日，港股午间收盘，恒生指数跌0.41%，恒生科技指数跌2.20%。科网股集体低迷， 腾讯控股跌逾3%，百度集团跌2.55%。芯片股走低，上海复旦跌近9%，华虹半导体跌逾5%，中芯国际 跌近3%。 ...

每经AI快讯，2月4日，港股芯片股盘初走低，上海复旦跌超6%，华虹半导体跌逾4%，兆易创新跌超 3%，中芯国际跌近3%。 ...

港股芯片股盘初走低，上海复旦(01385.HK)跌超4%，华虹半导体(01347.HK)、兆易创新(03986.HK)、中 芯国际(00981.HK)、中兴通讯(00763.HK)、壁仞科技(06082.HK)等个股跟跌，英诺赛科(02577.HK)逆市 走强涨超6%。 本文源自：金融界AI电报 ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 致：香港交易及結算所有限公司 公司名稱: 上海復旦微電子集團股份有限公司 呈交日期: 2026年2月3日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | H | | 於香港聯交所上市 (註1) | | 是 | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 01385 | 說明 | | | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 284,330,000 | RMB | | 0.1 RMB | | | 28,433,000 | | 增加 / 減少 (-) | | | | | | RMB | | | | | 本月底結存 | | | 284,330,000 | RMB | | 0.1 RMB | | | 28,433,000 | | 2. 股份分類 | 普 ...