9月2日，A股指数走弱，截至10:48，共4600只个股下跌。 沪深两市成交额连续第70个交易日突破1万亿，较昨日此时有所缩量。 8月以来，两融余额连续多个交易日增长，期间9只个股获融资净买入超30亿元，寒武纪（688256.SH）、新易盛（300502.SZ）、胜宏科技 （300476.SZ）位居前三，分别获融资净买入68.95亿元、59.57亿元、59.1亿元，寒武纪、新易盛、天孚通信（300394.SZ）8月以来股价翻倍。 牛市来了还没上车？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！ 数字货币、消费电子、算力硬件等板块跌幅居前。 | 稳定币 | 小基站 | eSIM-F | 智能IC | 数字货币 | | --- | --- | --- | --- | --- | | -5.76% | -5.40% | -5.21% | -4.91% | -4.87% | | 网络切片 | | 高速铜连接航天科工系第三方支付电子身份证 | | | | -4.64% | -4.49% | | -4.25% -4.24% | -4.21% | | 汽系 -4.60% | 卫星 ...

Market Overview - The market experienced a downward trend in early trading, with the ChiNext Index leading the decline. The total trading volume in the Shanghai and Shenzhen markets reached 1.91 trillion yuan, an increase of 80.5 billion yuan compared to the previous trading day. Over 4,400 stocks fell, with the Shanghai Composite Index down 0.79%, the Shenzhen Component Index down 2.21%, and the ChiNext Index down 2.9% [1][9]. Sector Performance - Gold concept stocks remained strong, with companies like Western Gold and Silver Holdings hitting the daily limit. The electricity sector also showed resilience, with Shanghai Electric reaching the daily limit. Conversely, computing hardware stocks collectively adjusted, with Cambridge Technology hitting the daily limit down [1][3]. - The financial sector saw a late rally, with Pacific Securities hitting the daily limit, while other financial stocks like Guosheng Financial Holdings and Great Wall Securities also rose [5]. Gold Sector Insights - The gold sector saw a 1.79% increase, driven by expectations of interest rate cuts from the Federal Reserve, leading to a continuous rise in precious metal futures. COMEX gold and silver futures reached historical highs [2][12]. - Notable performers in the gold sector included Western Gold, which has a market capitalization of 165 billion yuan and focuses on gold mining and refining [2]. Electricity Sector Insights - The electricity sector showed a slight decline of 0.05%, with companies like Shanghai Electric and Huaguang Huaneng hitting the daily limit. The sector's performance was bolstered by strong earnings reports from several thermal power companies, with Huaneng International and Huadian International reporting significant profit increases [4][5]. Financing and Market Leverage - As of September 1, the financing balance in the A-share market reached a historical high of 2.28 trillion yuan, surpassing the previous record of 2.27 trillion yuan set in June 2015. The financing buy-in amount accounted for 11.63% of the total A-share trading volume, indicating a stable leverage level in the market [22][23].

9月2日午间，A股半日下来共有43只涨停股、10只跌停股。贵金属板块走强，西部黄金、白银有色2连 板；黄金概念上涨，莱绅通灵涨停。 连板股方面，ST尔雅14天10板，天普股份8连板，万通发展9天6板，*ST威尔6天5板，兆新股份4连板， 山子高科4天3板，德新科技、*ST春天等3连板，上海电力、长春高新等2连板，供销大集、太平洋等涨 停。 *ST高鸿连续17日跌停，*ST南置连续2日跌停，*ST国华、*ST波导等跌停。 ...

（文章来源：每日经济新闻） 每经AI快讯，9月2日，黄金珠宝指数盘中涨幅超2%，成分股中莱绅通灵、西部黄金涨停，豫光金铅、 潮宏基分别上涨5.35%和4.43%。 ...

Core Viewpoint - The A-share market is experiencing a slight consolidation, with a noticeable trend of "high cutting and low buying" in recent funds, particularly focusing on the solid performance and high valuation of the non-ferrous metal sector during the interim report season [1][3] Group 1: Market Performance - The Non-ferrous 50 ETF (159652) saw a significant net inflow of over 1 billion yuan in a single day, with four out of the last five days showing net inflows totaling over 1.85 billion yuan [3] - As of the latest data, the Non-ferrous 50 ETF (159652) has surpassed a scale of 10 billion yuan, with both fund shares and scale reaching new highs since its listing [3] - The Non-ferrous 50 ETF (159652) experienced a net subscription of 2.9 million shares, translating to a real-time net subscription amount exceeding 37 million yuan [1] Group 2: Price Movements - Silver trading prices have surpassed 40 USD per ounce, marking the highest level since 2011 [5] - On September 1, tungsten concentrate prices surged by 12,000 yuan, reaching 264,000 yuan per ton, with a growth rate of 4.76%, and a cumulative increase of nearly 35% over the past two months [5] - COMEX gold futures rose over 1% on September 1, reaching a peak of 3,552 USD per ounce, setting a new historical high [5] Group 3: Sector Analysis - Analysts indicate that the A-share precious metals and industrial metals sectors are currently in a "high profitability, low valuation" phase, with expectations for valuation increases driven by active capital market trading and the "high cutting and low buying" rotation effect [3] - The non-ferrous sector is experiencing a comprehensive growth across various sub-sectors, with price-driven earnings per share (EPS) and improved sentiment contributing to a dual boost in price-to-earnings (PE) ratios [5] - The Non-ferrous 50 ETF (159652) is highlighted as a leading option for investors looking to capitalize on future opportunities in precious and industrial metals, given its higher copper content and scale [6][10]

每经AI快讯，9月2日，黄金股持续走高，中国瑞林、西部黄金、白银有色2连板，莱绅通灵涨停，曼卡 龙、晓程科技、豫光金铅、湖南白银、盛达资源跟涨。 （文章来源：每日经济新闻） ...

Group 1 - The core viewpoint is that the A-share market for non-ferrous metals continues to rise, with significant gains in silver and gold stocks [1][2] - Silver and gold prices are strengthening, with spot gold prices surpassing $3,500 per ounce, marking a historical high and a year-to-date increase of over 33% [2][3] - Analysts indicate that macroeconomic and geopolitical factors are favoring precious metals, including India's sale of U.S. government bonds and increased gold reserves, as well as ongoing geopolitical tensions [3] Group 2 - Specific stock performances include: - Baiyin Nonferrous (601212) up 10.08% with a market cap of 31.5 billion and a year-to-date increase of 53.24% - Western Gold (601069) up 10.00% with a market cap of 22 billion and a year-to-date increase of 111.04% - Zhuhai Group (600961) up 8.82% with a market cap of 16.7 billion and a year-to-date increase of 97.46% - Hunan Silver (002716) up 7.59% with a market cap of 18.4 billion and a year-to-date increase of 92.33% [2]

从细分方向来看，黄金、铜、铝、稀土等方向均有利好催化： 放眼国际，COMEX黄金日线6连阳，继续刷新历史新高（3578.4美元/盎司）！聚焦A股，今日（9月2 日），揽尽有色金属行业龙头的有色龙头ETF（159876）随市回调，场内价格现跌0．76%，资金逆行 加仓，该ETF获资金实时净申购2820万份！ 深交所数据显示，有色龙头ETF（159876）昨日获资金净流入3810万元，反映资金看好板块后市，逐步 进场布局！ 成份股方面，白银有色、西部黄金涨停！金钼股份涨超6%，天山铝业涨逾5%，中国黄金涨超4%，兴业 银锡、中金黄金等个股跟涨。 图：中证有色金属指数涨幅前 10 大成份股（ 9 月 2 日截至 10 ： 00 ） 1、黄金方面，华泰证券研报表示，美联储降息有望驱动美实际利率下行，或将驱动资金流入，对黄金 是利好。中长期除非美国恢复高增长低通胀并行的经济预期，并能有效降低赤字率，否则以央行为代表 的买家或延续当前购金策略，黄金的上涨趋势或持续。典型黄金公司当前估值及筹码结构均较优，且未 来有望显著受益于金价上涨和产量增加。 2、铜方面，华西证券表示，宏观层面财政货币双宽松基调依旧，9月降息预期激增， ...

黄金又回来了？ 今年8月份，黄金价格出现显著上涨，涨幅达到4.78个百分点，刷新了自4月份以来的单月表现记录，再次吸引全球投资者的广泛关注。 九月一日上午，现货黄金曾一度飙升百分之零点零一，其价格攀升至三千四百八十六点一六美元每盎司，与四月份创下的峰值相距不 远。与此同时，上海黄金市场也出现显著上涨，部分时段内价格涨幅超过百分之二，其最高点达到了每克八百零二点三八元。 | | 足金 (饰品、工艺品类) | ¥1027 元/克 | | --- | --- | --- | | ( + ) 售金价 | | | | | 投资黄金类 | ￥909 元/克 | | (+) | 黄金增值服务金价 ( 金条、金章不做增值服务) | ￥903 元/克 | | 金增值服务 | | | | A | 黄金回收服务金价 | ¥763 元/克 | | 金回收服务 | | | 现在，国内许多品牌金店黄金销售价格依然居高不下，周大福、曼卡龙等的价格都为每克1027元。 此刻，A股市场中的黄金珠宝行业呈现显著上涨，贵金属指数增幅接近六个百分点，万得黄金ETF指数涨幅也接近两个百分点，西部黄金 实现全天涨停，晓程科技涨幅高达十六个百分点，湖南黄 ...

格隆汇9月2日｜A股市场有色金属股今日继续上涨，其中，白银有色、西部黄金10CM涨停，株冶集团 涨超8%，湖南白银涨超7%，鼎胜新材、金钼股份涨超6%，天山铝业涨5%，豫光金铅涨超4%。 金银价格继续走强，其中，现货黄金价格突破3500美元/盎司，创历史新高。年初至今，金价累计涨幅 超33%。 分析人士指出，宏观经济和地缘政治消息持续利好贵金属，有消息称印度正积极抛售美国政府债券并增 持黄金储备。此外，俄乌和平谈判缺乏进展也助推了避险需求。而短期内更明显的利好因素是市场对美 联储9月降息的预期升温。 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 601212 | 白银有色 | + | 10.08 | 315亿 | 53.24 | | 601069 | 西部黄金 | + | 10.00 | 220亿 | 111.04 | | 600961 | 株冶集团 | + | 8.82 | 167亿 | 97.46 | | 002716 | 湖南白银 | + | 7.59 | 184亿 | 92.33 | | 6 ...