上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 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%。 | 代码 | 名称 | 现价 | 涨跌幅 ▲ | 总市值1 | | --- | --- | --- | --- | --- | | 688205 | 德科立 | 173.40 | -11.54% | 274亿 | | 300570 | 大辰光 | 115.74 | -10.89% | 263亿 | | 300757 | 罗博特科 | 380.90 | -9.22% | 638亿 | | 300620 | 光库科技 | 161.80 | -8.83% | 403亿 | | 688048 | 长米华芯 | 125.51 | -7.17% | ...

Group 1 - Guizhou Moutai has regained its market "C position," with a stock price increase of 1.41% today, reaching a peak of 1559.89 CNY per share and a market capitalization of 1.94 trillion CNY, surpassing China Petroleum to become the fifth largest in A-shares [2][3] - Since the rebound on January 29, Guizhou Moutai's stock price has increased by over 16%, leading to a recent active performance in consumer stocks [2][3] - The strong performance of consumer stocks is reflected in the significant gains in sectors such as beauty and personal care, with companies like Lafang Jiahua hitting the daily limit [7][8] Group 2 - The price recovery of Feitian Moutai is a key catalyst for Guizhou Moutai's recent strength, driven by adjustments in both channel and pricing systems [11] - The company launched a direct sales initiative on the "i Moutai" platform, attracting 6.28 million new users and achieving over 2.12 million orders in January [11] - Analysts expect that the price stabilization of Feitian Moutai around 1500 CNY will enhance market confidence and support the company's performance throughout the year [11] Group 3 - The precious metals market experienced a sharp decline, with spot gold dropping by 1.81% to 4878.345 USD per ounce and spot silver falling by 13.35% to 76.847 USD per ounce [4][14] - The decline in precious metals is attributed to profit-taking and increased market volatility, although long-term support factors for gold remain intact [14][16] - The overall performance of the non-ferrous metals sector has been weak, with significant drops in major companies [12][15]

Group 1 - Guizhou Moutai (600519) has regained its position in the market, with a stock price increase of 1.41% today, reaching a peak of 1559.89 CNY per share and a market capitalization of 1.94 trillion CNY, surpassing China Petroleum [1][2] - Since the rebound on January 29, Guizhou Moutai's stock price has accumulated a rise of over 16%, leading to increased activity in consumer stocks [1] - The performance of consumer stocks has been strong, with significant gains in sectors such as beauty and personal care, tourism, and food processing [5][8] Group 2 - The recent strength of Guizhou Moutai is attributed to the recovery of the price of its flagship product, Feitian Moutai, driven by adjustments in both distribution channels and pricing systems [8] - The company launched a direct sales initiative on the "i Moutai" platform, which has attracted 6.28 million new users and generated over 2.12 million orders, indicating strong consumer demand [8] - Analysts expect that the price stabilization of Feitian Moutai around 1500 CNY will enhance market confidence and support the company's performance across economic cycles [8]

【环球网消费报道 记者 刘晓旭】随着春节的来临，酒品成了必备的热门年货。在大街小巷的超市货架上，在电商平台的置顶推荐中，琳琅满目的酒品正整 装待发，准备奔赴家家户户春节的餐桌。 2026年春节前的酒品市场出现了些许变化，市场正悄然塑造"价值"与"体验"的酒品春节营销特征。消费者更加务实，那些具备高性价比、能提供真实口感愉 悦并融入生活场景的酒水，正成为年货新宠，春节理性消费与场景体验成为新的主流风向。 酒水市场的理性回归 春节是酒类销售的旺季，更是观察消费趋势的最佳窗口。往年的此时，高端白酒往往"一瓶难求"，动辄数千元甚至上万元的名酒在春节期间高端社交场合中 备受追捧。而今年的春节酒品市场却呈现出分化。 环球网消费记者调查了解到，在一线城市的精品商超和高端烟酒店中，虽然茅台、五粮液等头部名酒依然占据C位，但消费者的目光开始更多地投向那 些"光瓶酒"和具备独特风味的小众精品酒。据零售终端反馈，今年春节年货销售，价格在300元至800元区间、具备极高品牌知名度价格适中的中高端白酒， 其销售速度明显高于超高端产品。 这种现象说明消费者更注重性价比。当春节的酒杯不再单纯为了炫耀财富，而是回归到亲情团聚与老友叙旧的本质 ...

近期，飞天茅台市场价格波动剧烈。上周酒价突然两天跳涨150元/瓶，一个周末又跌去160元/瓶，本周 茅台价格再次上涨。第三方平台数据显示，今日2026年飞天茅台原箱（53度/500ml）报1660元/瓶，较 昨日微跌5元。 2月5日，21快讯记者注意到，有多位网友称i茅台App页面加载困难，无法抢购。 据网友当天早上反映，i茅台页面显示加载但难以打开，最终显示"点击重试"，多次刷新后也无法进 入，多位网友发出"i茅台服务器又崩了吗""怎么感觉越来越难抢"的疑问。早上9点左右的抢购高峰期过 后，21快讯记者再登录时，发现页面已恢复正常，但1499元的飞天茅台也显示"已售罄"。 对此，21快讯记者先是致电i茅台客服热线，被提示来电高峰期，多次等待后仍无法接通。随后，21快 讯记者以消费者身份致电贵州茅台证券部，公司接线工作人员回应，"近期都是一瓶难求的状态。因为 订单暴增，相应的电话咨询的也比较多。打电话的人太多，就可能占线的时间比较长。"至于i茅台App 一度无法加载，该工作人员称将向其他部门了解相关情况。 二手市场上，从i茅台上抢购到的茅台售价水涨船高，原价1499元的飞天茅台单瓶套利空间一度达200元 左右 ...

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]

今日早盘，A股市场震荡调整，三大指数均跌超1%。沪深两市半日成交额1.45万亿，较上个交易日缩量1682亿。盘面上热点较为杂乱，全市场超 3600只个股下跌。 截至收盘，沪指跌1.03%，深成指跌1.81%，创业板指跌1.94%。 下载财联社APP获取更多资讯 从板块来看， 大消费板块大涨， 食品饮料、零售、影视院线方向涨幅居前， 贵州茅台6个交易日涨幅超16%。 横店影视6天5板，杭州解 百2连板，安记食品、海欣食品、金逸影视涨停。阿里概念局部异动，新华都直线涨停。算力租赁概念回暖，二六三封涨停。银行板块逆势 拉升，厦门银行涨超6%。 准确 快速 权威 专业 下跌方面， 贵金属概念集体大跌， 湖南白银跌停。算力硬件概念持续下挫，德科立、太辰光跌超10%。 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

截至2026年2月5日 10:29，食品饮料ETF天弘(159736)成交2180.94万元。跟踪的中证食品饮料指数(930653)强势上涨1.62%， 成分股红棉股份上涨10.00%，天味食品上涨9.62%，欢乐家上涨8.16%，千禾味业，百润股份等个股跟涨。 截至2月4日，食品饮料ETF天弘(159736)近10个交易日内有7日资金净流入，合计"吸金"2928.43万元。 【产品亮点】 相较于其成分股动辄数万、数十万的最低投资门槛，食品饮料ETF天弘(159736)是小资金参与板块投资的便捷工具。 【相关产品】 食品饮料ETF天弘(159736)，对应场外联接基金（A：001631；C：001632）。 【热点事件】 茅台品牌价值稳居《2025胡润中国品牌榜》榜首，段永平调仓换入贵州茅台 此外，段永平还发文谈及"i茅台"时表示，i茅台最大的好处其实就是让人知道哪里可以买到真酒。 【机构观点】 天风证券认为。目前对白酒板块或可以乐观一些。目前板块或处于基本面出清的最后阶段，茅台批价企稳是边际改善的积 极信号，板块估值修复或领先于业绩修复。 东海证券指出，在扩内需政策下，消费潜力不断释放，渠道变革引领新需求， ...

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。 沪深300ESGETF南方（560180）业绩比较基准为沪深300ESG基准指数收益率，管理人为南方基金管理 股份有限公司，基金经理为李佳亮，成立（2023-04-13）以来回报为19.34%，近一个月回报为1.57%。 2月5日，截止午间收盘，沪深300ESGETF南方（560180）跌0.59%，报1.184元，成交额126.90万元。沪 深300ESGETF南方（560180）重仓股方面，贵州茅台截止午盘涨1.41%，中际旭创涨0.89%，宁德时代 跌1.93%，招商银行涨1.03%，中国平安跌1.16%，美的集团涨1.27%，紫金矿业跌5.29%，长江电力涨 0.49%，兴业银行涨0.89%，比亚迪涨0.98%。 ...

2026开年不久，茅台知名头部经销商周君礼像往年那样接到一通他熟悉的客户电话，对方想买一箱马年生肖酒，「收藏用」。周君礼报价 2800元一瓶， 客户说，「那我还是去i茅台上抢1899的马年吧。」 类似几笔没成的交易，让周君礼印象很深。周君礼是「茅四代」，外曾祖父曾代表茅台酒厂受毛主席等国家领导人接见，家中辈辈都在茅台工作。2013 年他成为茅台经销商，2019年还投资数千万落成全国规模最大的茅台文化体验馆，「我全家都是茅台人，坚持做茅台，推广茅台的文化。」他太熟悉圈子 里的游戏规则，但这次他感叹：「市场变了，（茅台对）消费者不是刚需了。」 过去，他和长江商学院的同学们去参访企业，「一二十人，哪一顿不是茅台？不是 15 年份酒？」2025年上半年开始，这类聚餐开始喝习酒。下半年，餐 桌中央摆的酒更是变成了各色各样——「你爱喝啥喝啥，黄酒、啤酒、酱酒，但茅台很少了。」 「茅台的故事属于上一个周期。」鞍羽资本管理合伙人沈海丰在《窄播》的年度趋势文章《告别大单品时代》中分析，曾经的茅台抓住了高端社交场景日 益增长的需求，成就了大单品，但当前「支撑其黄金二十年的两大基石——投资收藏的金融属性与高端场景的社交属性正同步受 ...