Group 1 - The top three AH premium rates are held by Northeast Electric (00042) at 831.03%, Zhejiang Shibao (01057) at 349.11%, and Sinopec Oilfield Service (01033) at 287.64% [1] - The bottom three AH premium rates are recorded by CATL (03750) at -13.68%, China Merchants Bank (03968) at -2.20%, and WuXi AppTec (02359) at 2.64% [1] - The highest deviation values are seen in Andeli Juice (02218) at 23.04%, Dongpeng Beverage (09980) at 20.81%, and Goldwind Technology (02208) at 14.41% [1] Group 2 - The top ten AH stocks by premium rate include companies like Hongye Futures (03678) at 270.81% and Beijing Mechanical and Electrical (00187) at 255.83% [1] - The bottom ten AH stocks by premium rate include companies like Hengrui Medicine (01276) at 2.75% and Weichai Power (02338) at 7.14% [1] - The top ten AH stocks by deviation value also feature Qingdao Bank (03866) at 13.73% and CanSino Biologics (06185) at 13.21% [1]

四川黄金、招金黄金双双跌停，中金黄金跌超8%，恒邦股份、山东黄金、西部黄金等跟跌；湖南黄金 逆市走强涨超5%。 ...

来源：新浪基金∞工作室 声明：市场有风险，投资需谨慎。本文基于第三方数据库自动发布，不代表新浪财经观点，任何在本文 出现的信息均只作为参考，不构成个人投资建议。如有出入请以实际公告为准。如有疑问，请联系 biz@staff.sina.com.cn。 2月3日，有色金属ETF（512400）开盘涨3.99%，报2.189元。有色金属ETF（512400）重仓股方面，紫 金矿业开盘涨3.36%，洛阳钼业涨3.12%，北方稀土涨2.41%，华友钴业涨2.33%，中国铝业涨2.99%，赣 锋锂业涨2.91%，山东黄金跌7.33%，云铝股份涨2.70%，中金黄金跌8.16%，藏格矿业涨3.34%。 有色金属ETF（512400）业绩比较基准为中证申万有色金属指数收益率，管理人为南方基金管理股份有 限公司，基金经理为崔蕾，成立（2017-08-03）以来回报为123.28%，近一个月回报为13.45%。 ...

Core Viewpoint - The data indicates significant outflows of capital from various stocks, with notable amounts leaving the communication equipment and precious metals sectors [1][2][3] Group 1: Stock Performance and Capital Outflow - Zhongji Xuchuang experienced a capital outflow of 1.647 billion, with a slight increase in stock price of 0.37% [2] - Xinyi Sheng saw a capital outflow of 1.169 billion, with a decline in stock price of 1.7% [2] - BlueFocus Media had a capital outflow of 1.067 billion, with a stock price increase of 2.48% [2] - Industrial Fulian faced a capital outflow of 1.022 billion, with a decrease in stock price of 0.32% [2] - Zijin Mining reported a capital outflow of 0.844 billion, with a stock price increase of 3.88% [2] - Western Materials had a capital outflow of 0.747 billion, with a notable stock price increase of 7.73% [2] Group 2: Sector Analysis - The communication equipment sector is facing significant capital outflows, with Zhongji Xuchuang and Xinyi Sheng leading the outflows [1][2] - The precious metals sector, including companies like Shandong Gold and Zijin Mining, is also experiencing notable capital outflows [1][3] - The automotive sector, represented by BYD, has a capital outflow of 0.396 billion, with a slight decrease in stock price of 0.25% [3]

Core Viewpoint - The National Cybersecurity Center has reported that 72 mobile applications are found to be in violation of personal information protection laws, highlighting significant issues in user consent and data handling practices. Group 1: User Consent Issues - 17 mobile applications failed to clearly inform users about privacy policies and data collection practices at the first run of the app, using default consent methods instead [1] - 34 mobile applications did not specify the purposes, methods, and scope of personal information collection in their privacy policies [2] - 17 mobile applications provided personal information to third parties without user consent or proper notification [3] Group 2: Data Collection Practices - 5 mobile applications began collecting personal information without obtaining user consent first, or continued to collect data despite user refusal [4] - 9 mobile applications did not provide effective means for users to correct, delete personal information, or cancel their accounts [5] - 3 mobile applications failed to process complaints and requests for personal rights in a timely manner [6] Group 3: User Rights and Security Measures - 22 mobile applications did not offer users a straightforward way to withdraw consent for data collection [7] - 25 mobile applications lacked adequate security measures such as encryption or anonymization of personal data [8] - 1 mobile application continued to display ads after the user closed the page, disrupting normal usage [9] Group 4: Sensitive Information Handling - 4 mobile applications processed sensitive personal information without obtaining separate user consent [6] - 6 mobile applications did not have specific rules for handling personal information of minors, failing to obtain parental consent [10] Group 5: Privacy Policy Compliance - 4 mobile applications were found to have no privacy policy at all [10] - 33 out of 71 previously reported applications still exhibited issues upon re-evaluation, leading to their removal from distribution platforms [10]

2月3日，山东黄金跌6.31%，截至发稿，报46.00元/股，成交7.25亿元，换手率0.44%，总市值2120.57亿 元。 资料显示，山东黄金矿业股份有限公司位于山东省济南市历城区经十路2503号，成立日期2000年1月31 日，上市日期2003年8月28日，公司主营业务涉及黄金开采、选冶、黄金矿山专用设备、建筑装饰材料 (不含国家法律法规限制产品)的生产、销售,主要生产标准金锭和各种规格的投资金条和银锭等产品。主 营业务收入构成为：外购金收入50.14%，自产金收入29.96%，贸易收入9.75%，小金条收入7.65%，其 他收入2.50%。 从山东黄金十大流通股东角度 截至发稿，刘庭宇累计任职时间2年175天，现任基金资产总规模280.48亿元，任职期间最佳基金回报 186.44%， 任职期间最差基金回报1.32%。 从基金十大重仓股角度 数据显示，永赢基金旗下1只基金重仓山东黄金。黄金股ETF（517520）四季度增持77.67万股，持有股 数3046.34万股，占基金净值比例为9.4%，位居第二大重仓股。根据测算，今日浮亏损失约9443.67万 元。 声明：市场有风险，投资需谨慎。 本文基于第三方 ...

Group 1 - The core viewpoint of the article highlights the performance of the Huatai-PineBridge ETF (159652) in the non-ferrous metals sector, which opened with a gain of 3.96% at 1.891 yuan [1] - The ETF's major holdings include Zijin Mining, which rose by 3.36%, Luoyang Molybdenum by 3.12%, Northern Rare Earth by 2.41%, and others, indicating a positive trend in the sector [1] - The ETF has a performance benchmark based on the CSI Sub-Industry Non-Ferrous Metals Theme Index, managed by Huatai-PineBridge Fund Management Co., Ltd., with a return of 89.27% since its inception on January 16, 2023, and a monthly return of 13.04% [1] Group 2 - Notable stock movements include Ganfeng Lithium increasing by 2.91%, while Shandong Gold experienced a decline of 7.33%, and Zhongjin Gold fell by 8.16%, reflecting volatility within the sector [1] - The article provides a snapshot of the ETF's performance and its key holdings, which are crucial for investors looking at opportunities in the non-ferrous metals market [1]

Group 1 - The spot gold price has risen to $4,850 per ounce, recovering $180 from the daily low, with an intraday increase of over 4% [1][5] - Wall Street's latest outlook on gold indicates that while short-term selling pressure remains and volatility is high, the long-term bullish trend is intact [6] - Major investment institutions like Bank of America and JPMorgan believe that the gold price, which has already surpassed $5,000 this year, is likely to continue rising, potentially reaching the historic $6,000 mark, entering what is referred to as the "6K era" [6]

2月2日，港股市场遭遇"黑色星期一"。 截至收盘，恒生指数报收26775.57点，下跌611.54点，跌幅2.23%。 恒生科技指数报收5526.31点，下跌191.87点，跌幅3.36%。 芯片股方面，华虹半导体跌超11%。 其他方面，盘面上，科网股普跌，哔哩哔哩跌超4%，百度、网易、快手、阿里巴巴跌超3%，美团跌超2%；建材水泥股普遍下跌，西部水泥跌超15%。 资金方面，南向资金小规模进场抄底。截至收盘，南向资金净买入港股超19亿港元。 展望后市： 市场焦点方面，今日贵金属相关个股成为"重灾区"。其中，山东黄金（HK01787）、赤峰黄金（HK06693）跌超12%。此外，灵宝黄金、江西铜业股份跌超 9%，招金矿业、中国黄金国际跌超8%，紫金矿业跌超5%。 花旗在1月30日的最新大宗商品研报中指出，当前的黄金价格已严重透支了未来的不确定性。该行全球大宗商品主管Maximilian Layton认为，虽然短期内金 价仍有冲高可能，但其估值已达到"极端水平"。 汽车股走弱，小鹏汽车-W（HK09868）跌6%，蔚来-SW（HK09866）跌超4%。 2026年1月，主要新能源车企交付成绩单呈现显著分化：小鹏汽 ...

Market Performance - The Hong Kong stock market indices experienced a collective decline, with the Hang Seng Index falling by 2.23% to 26,775.57 points, the Hang Seng Tech Index dropping by 3.36% to 5,526.31 points, and the China Enterprises Index decreasing by 2.54% to 9,080.19 points [2]. Sector Analysis - The recent market adjustment is attributed to a technical pullback following a rapid rise in indices, compounded by hawkish comments from Fed Chair nominee Waller, which stirred market sentiment. This is not seen as a trend reversal signal [5]. - Key focus remains on the sustainability of volatility, with three main supportive drivers for the first quarter identified: improved liquidity environment, resonance of domestic and foreign capital, and upward revisions in corporate earnings expectations due to economic recovery [6][7]. Investment Strategy - Analysts suggest adopting a mid-term perspective, emphasizing opportunities in small and mid-cap sectors with clear catalysts, such as education, AI applications, and specialty consumption [8]. Sector-Specific Movements - Gold and related stocks saw significant declines, with Shandong Gold dropping by 12.56% and Chifeng Jilong Gold falling by 12.18%, influenced by a broader downturn in commodity prices [10][12]. - The cement and building materials sector also faced losses, with Western Cement declining by 15.47% and China National Building Material falling by 10.14%. The latter is projected to report a loss of approximately RMB 2.3 billion to RMB 4 billion for the year ending December 31, 2025 [13]. - Semiconductor stocks were affected by industry demand fluctuations, with Huahong Semiconductor down by 11.24% and Zhaoyi Innovation down by 9.25%. Reports indicate tightening order reviews by major manufacturers in response to market volatility [15]. Resilient Sectors - Some gaming stocks performed well, with Yabo Technology Holdings increasing by 8.79% and Sands China rising by 4.05%. Yabo announced a technical service agreement with the Hong Kong Gold Exchange [17]. - The liquor sector also showed resilience, with Yiyuan Liquor rising by 8.33% and Qingdao Beer increasing by 1.46%. Analysts expect the liquor industry to hit bottom by 2026, with a potential investment opportunity arising around the Chinese New Year [19]. Notable Stock Movements - Cloud Wisdom saw a rise of 5.49%, with expectations of significant revenue growth from its large model-related business, projected to reach approximately RMB 600 million to RMB 620 million in 2025, marking a year-on-year increase of about 1057% to 1095% [20]. - Kangzheng Pharmaceutical increased by 7.77% following the approval of clinical trials for its complement factor B inhibitor, indicating potential for new product launches [21].