（文章来源：每日经济新闻） 每经AI快讯，山东黄金(01787.HK)午后一度跌超12%，截至发稿跌11.48%，报39.18港元，成交额15.05 亿港元。 ...

智通财经APP获悉，山东黄金(01787)午后跌超12%，截至发稿，跌11.48%，报39.18港元，成交额15.05 亿港元。 摩根士丹利发布研报称，山东黄金的盈利预告逊于市场预测的约60亿元人民币。大摩提到，预测数据意 味著公司上季净利润介乎6.44亿至9.44亿元人民币，虽然期内金价上升，但净利润仍低于第三季的11.5 亿元人民币。净利润下滑可能是受到多个因素受拖累，包括公允价值变动亏损、黄金期货交易的投资亏 损等。 消息面上，现货黄金延续上一交易日跌势，日内跌破4550美元/盎司，为1月16日以来首次，较日高回落 超330美元。此外，山东黄金发布业绩预告，预计2025年度归母净利润46亿元至49亿元，同比增加56% 到66%。 ...

Group 1 - The gold stocks experienced significant declines, with Lingbao Gold dropping 13.87% to 20 HKD, China Gold International down 12.28% to 180 HKD, Shandong Gold falling 10.8% to 39.48 HKD, Zijin Mining decreasing 9.98% to 37.72 HKD, and Zijin Gold International down 8.14% to 200.8 HKD [2] - The sharp decline in gold prices was triggered by the market's hawkish expectations following the nomination of Kevin Warsh as the Federal Reserve Chairman by President Trump, leading to panic selling in precious metals [2] - On January 30, the London spot gold price fell by 7.8%, marking the largest single-day drop since February 1980, while COMEX New York gold futures plummeted by 9.3% [2] Group 2 - Tianfeng Securities indicated that market sentiment had become fragile due to the rapid rise in gold prices, making it susceptible to any news that could trigger concentrated selling by short-term speculators [3] - The gold market is expected to enter a period of wide fluctuations in the short term, but there is still potential for a rebound within the year [3] - The ongoing global competition is a critical factor, and the long-term demand for gold from central banks is anticipated to continue, providing fundamental support for gold prices [3]

| 代码 | 名称 | 涨跌幅 ^ | 最新价 | 总市值 | 年初至今涨跌 | | --- | --- | --- | --- | --- | --- | | 01787 | 山东黄金 | -8.72% | 40.400 | 1862.41 Z | 16.76% | | 06693 | 赤峰黄金 | -7.52% | 36.900 | 701.25亿 | 23.99% | | 03330 | 灵宝黄金 | -6.12% | 21.800 | 280.56 Z | 21.72% | | 00815 | 中国白银集团 | -5.71% | 0.660 | 20.04亿 | -1.49% | | 01818 | 招类矿业 | -5.69% | 34.140 | 1209.37亿 | 11.06% | | 02489 | 集海黄金 | -5.56% | 1.190 | 28.56亿 | 11.21% | | 02899 | 紫金矿业 | -4.87% | 39.860 | 1.06万亿 | 11.78% | | 02099 | 中国黄金国际 | -4.87% | 195.200 | 773.8亿 | 24.41% ...

Core Viewpoint - The article discusses a significant decline in various sectors of the A-share market, particularly in precious metals and energy, driven by external market pressures and changes in liquidity conditions [1][2][3]. Group 1: Market Reactions - The precious metals sector in A-shares experienced a sharp decline, with multiple stocks hitting the daily limit down, including companies like Xiaocheng Technology and Zhaojin Gold [1]. - The oil and gas sector also faced severe losses, with companies such as Tongyuan Petroleum and Zhongman Petroleum hitting the daily limit down due to a drop in natural gas prices influenced by warmer weather forecasts [2]. - Commodity futures markets saw widespread declines, with major contracts like silver and gold futures hitting limit down, reflecting a broader market sell-off [2]. Group 2: External Influences - The U.S. leveraged loan index has fallen to its lowest point since April 2025, indicating potential liquidity issues in the market, which is further corroborated by a significant drop in the cryptocurrency market [3]. - The adjustment of margin levels and price limits for silver contracts by the Shanghai Gold Exchange suggests increased volatility and risk in the precious metals market [1]. Group 3: Liquidity Concerns - A report from Tianfeng Securities highlights that the U.S. dollar liquidity index has dropped to -60%, indicating extreme tightening that could impact global assets [5]. - The potential appointment of Kevin Warsh as the new Federal Reserve Chair has raised concerns about a hawkish monetary policy, which could lead to further tightening and affect market expectations for interest rates [6].

每经AI快讯，2月2日，截至发稿，灵宝黄金(03330.HK)跌13.87%、山东黄金(01787.HK)跌10.80%、紫金 矿业(02899.HK)跌9.98%、赤峰黄金(06693.HK)跌9.77%。 ...

来源：滚动播报 截至发稿，灵宝黄金(03330.HK)跌13.87%、山东黄金(01787.HK)跌10.80%、紫金矿业(02899.HK)跌 9.98%、赤峰黄金(06693.HK)跌9.77%。消息方面，国际黄金大幅下挫，早盘一度跌至4606美元，目前 处于4680美元附近。 ...

以金银为首的大宗商品继续下跌，上周五大跌的港股三大指数低开，恒指跌1.06%，国指跌1.35%，恒 生科技指数跌1.29%。权重科技股集体低迷，阿里巴巴、网易跌超2.4%；金银继续跳水，黄金股领衔有 色金属股下挫，其中灵宝黄金大跌近14%，中国黄金国际大跌超12%，山东黄金、紫金矿业、赤峰黄金 等多股跌超9%以上；三大运营商宣布调整电信服务增值税税率，由6%调至9%，三大电信股低开，中国 联通跌超7%。另外，生物医药股、锂电池概念股多数上涨，其中宁德时代涨近2%。(格隆汇) ...

本文源自：金融界AI电报 截至发稿，灵宝黄金(03330.HK)跌13.87%、山东黄金(01787.HK)跌10.80%、紫金矿业(02899.HK)跌 9.98%、赤峰黄金(06693.HK)跌9.77%。消息方面，国际黄金大幅下挫，早盘一度跌至4606美元，目前 处于4680美元附近。 ...

天风证券表示，实际上，市场情绪已经在前期金价的快速上涨中，达到了脆弱状态，任何消息面的变 化，都可能引发短线投机者的集中抛售。短期内，黄金或进入一段时间的宽幅震荡，年内仍有望重回升 浪。当前处于世界竞争格局的关键节点，黄金的"故事"也不会就此结束，预计全球央行对黄金的长线配 置需求将继续存在，充当黄金价格的根本支撑。 智通财经APP获悉，黄金股大幅低开，截至发稿，灵宝黄金(03330)跌13.87%，报20港元；中国黄金国 际(02099)跌12.28%，报180港元；山东黄金(01787)跌10.8%，报39.48港元；紫金矿业(02899)跌9.98%， 报37.72港元；紫金黄金国际(02259)跌8.14%，报200.8港元。 消息面上，美国总统特朗普提名凯文·沃什出任美联储主席，引爆市场鹰派预期，贵金属遭恐慌抛售。1 月30日，伦敦黄金现货大跌7.8%，创1980年2月以来最大单日跌幅，COMEX纽约金期货单日暴跌 9.3%。对此，国泰海通证券认为，沃什时刻"导致贵金属为代表的市场大幅调整，只是短期市场过度炒 作后调整的导火索，而非根本原因，黄金等价格调整后或仍有支撑。 ...