证券之星消息，2月5日，一带一路（399991）指数报收于3205.47点，跌2.77%，成交1835.9亿元，换手 率1.12%。当日该指数成份股中，上涨的有12家，东方电气以2.73%的涨幅领涨，下跌的有81家，白银 有色以10.04%的跌幅领跌。 以上内容为证券之星据公开信息整理，由AI算法生成（网信算备310104345710301240019号），不构成 投资建议。 资金流向方面，一带一路（399991）指数成份股当日主力资金净流出合计171.34亿元，游资资金净流入 合计34.24亿元，散户资金净流入合计137.1亿元。成份股资金流向详情见下表： 一带一路（399991）指数十大成份股详情如下： ...

2月5日，黄金概念股走势低迷，呈现持续跳水态势。其中，白银有色、湖南黄金、湖南白银、四川黄金 股价触及跌停，晓程科技跌幅超10%，盛达资源、洛阳钼业等亦同步下跌。（央广财经） ...

2月5日，据甘肃省人民政府网站消息，甘肃省人民政府决定任命王彬为白银有色集团股份有限公司董事 长，免去其兰州兰石集团有限公司董事长职务。 ...

Core Viewpoint - The company Baiyin Nonferrous is under investigation by the China Securities Regulatory Commission (CSRC) for violations related to information disclosure, specifically concerning 3 billion yuan in financial products purchased between August 2017 and March 2018, which were not recovered on time [1][5]. Group 1: Investor Compensation Filing - A portion of investor compensation cases has been submitted to the court by lawyer Liu Peng from Shanghai Huzhi Law Firm [1]. - As of now, hundreds of investor compensation cases have been received following the announcement of the investigation [2][6]. Group 2: Compensation Requirements - The Gansu Securities Regulatory Bureau has imposed penalties on Baiyin Nonferrous and related responsible individuals, including a fine of 4 million yuan for the company and fines ranging from 500,000 to 1.5 million yuan for several executives [3][7]. - Investors who purchased shares between April 30, 2020, and September 10, 2025, and sold or still hold shares at a loss after September 11, 2025, are eligible to participate in the compensation [3][7]. - The company's stock price has shown unusual movements, with a discrepancy between its name "Baiyin" (silver) and its actual revenue sources, which primarily come from the smelting and processing of base metals rather than precious metals [3][7].

Market Overview - The three major indices declined, with the Shanghai Composite Index down 0.64%, Shenzhen Component down 1.44%, and ChiNext down 1.55%. The total trading volume in the Shanghai and Shenzhen markets was 2.18 trillion yuan, a decrease of 304.8 billion yuan from the previous trading day [1] Key Trends 1. Structural De-leveraging - Despite a significant rebound in A-shares, the financing balance decreased by 13.9 billion yuan compared to the previous trading day, indicating ongoing "structural de-leveraging" [2] 2. U.S. Market Trends - The U.S. market's leverage lending index continued to decline, with a drop exceeding the previous trading day. This index has been on a downward trend since reaching a peak on January 13 [2] 3. AI Sector Dynamics - Major changes in the narrative surrounding technology are evident, with Oracle's layoffs highlighting challenges in AI financing. The impact of AI on software companies continues to exert pressure on valuations within the AI sector [2] Sector Performance 1. Consumer Sector Strength - The consumer sectors, including media, tourism, food and beverage, saw strong performance, with stocks like Jin Yi Film and Shaanxi Tourism hitting the daily limit [2][7] 2. Weakness in Precious Metals - The precious metals sector faced significant declines, with stocks like Silver and Hunan Silver hitting the daily limit. The market is experiencing a historical sell-off that is reshaping the short-term ecology of the precious metals market [3][15] 3. Solar Industry Decline - The solar industry chain, including photovoltaic equipment, experienced a broad decline, with stocks like Jun Da and Shuangliang Energy hitting the daily limit [9] 4. Hard Technology Sector Retreat - The hard technology sector, including optical fibers and modules, continued to decline, with stocks like Zhishang Technology and Dekeli falling over 10% [11] Institutional Insights 1. High Dividend Stocks - Huatai Securities noted that as market volatility increases, the value of high dividend stocks has marginally improved compared to last month, suggesting a focus on stable high dividend and potential growth stocks [14] 2. Precious Metals Market Outlook - Guoxin Futures indicated that the recent sell-off in precious metals marks the end of a smooth single-sided trend, leading to a new phase characterized by higher uncertainty and normalized volatility [15] 3. Consumer Demand Expectations - Tianfeng Securities suggested that this year's "Spring Festival rally" may be more sustained due to policy expectations and the trend of household funds moving towards equity assets, with consumer demand anticipated to release earlier than in previous years [16]

白银有色、湖南黄金、湖南白银、四川黄金触及跌停，晓程科技跌超10%，盛达资源、洛阳钼业跟跌。 (本文来自第一财经) 白银有色、湖南黄金、湖南白银、四川黄金触及跌停，晓程科技跌超10%，盛达资源、洛阳钼业跟跌。 (本文来自第一财经) ...

Group 1 - The global precious metals market experienced significant volatility on February 5, 2026, with spot gold dropping over $170 and spot silver plunging more than 16% after falling below $80, leading to a temporary suspension of silver futures trading in Thailand [1][2] - The sharp adjustment in precious metals and non-ferrous sectors is primarily driven by a rapid reversal of short-term risk sentiment and concentrated liquidation of overcrowded trades, indicating that the market is in a "bottom-finding" phase [2][3] - Analysts warn that the extreme one-sided trading in gold, which has seen a nearly 20% decline from its peak, suggests that the momentum reversal is substantial and may not recover quickly, with potential support around $4,800 and risks of falling to $4,500 [2][3] Group 2 - Despite the poor price performance, the market's fund flow indicates a contrasting trend, with the non-ferrous mining ETF (159690) continuing to see net inflows during the downturn, and its shares have surged by 429.42% year-to-date, reflecting a long-term value-based contrarian investment strategy [4]

贵金属、有色金属板块持续大跌，湖南白银（002716）、湖南黄金（002155）、白银有色（601212）、河钢资源（000923）等多股跌停，四川黄金 （001337）、晓程科技（300139）跌超8%。 港股方面相关板块亦表现不佳，其中天齐锂业（002466）大跌近13%，万国黄金集团跌超10%，中国黄金（600916）国际、五矿资源、洛阳钼业 （603993）等多股跌超7%。 2月5日上午，亚太主要股指全线飘绿。A股三大指数、恒生指数均跌超1%，热门科网股多数下跌，华虹半导体跌超6%，腾讯控股跌超2.6%，市值跌破5万 亿港元。韩国综合指数跌超3.6%，主要受SK海力士、三星电子拖累，其跌幅均超5%。 | 日经225 | 韩国综合 | 新加坡海峡 | | --- | --- | --- | | 53898.35 | 5175.41 | 4953.67 | | -395.01 -0.73% | -195.69 -3.64% | -11.83 -0.24% | | 澳洲标普200 | 印度 | MSCI台湾 | | 8886.40 | 0.00 | 1260.71 | | -17.60 -0.20% | 0 ...

Group 1 - Precious metal prices continue to decline, with spot gold dropping over 3% to $4809 per ounce and spot silver falling 14% to $75.83 per ounce [1][2] - The Shanghai Futures Exchange silver futures main contract decreased nearly 15%, currently priced at 19,340 yuan per kilogram [1][2] Group 2 - Gold-related stocks are experiencing significant declines, with companies such as Hunan Gold, Hunan Silver, and Sichuan Gold hitting the daily limit down, while Xiaocheng Technology fell over 10% [3][4] - Specific stock performance includes Xiaocheng Technology down 12.87% at 57.05, Hunan Gold down 9.99% at 32.33, and Sichuan Gold down 9.97% at 45.96 [4]

今日早盘，现货白银日内二度跳水，暴跌超15%，跌破75美元/盎司。现货黄金跌破4800美元/盎司，日内跌超3%。 | | | | | | ■ 白银/美元 分时 多日 日K 周K 月K 季K 年K 1分 3分 5分 10分 15分 30分 1小时・ 1天：1分K v | | | | | | | | | | 显示 × ◎ □× ◎ ◇ ○ ○ | | 报价 | | 资讯 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | | 中 2 × 2 × | | | | | | | | | | | | | | XAGUSD 白银/美元 | | | | | | | | | | | | | | | | | | | 06G | | 74.8794-13.357 -15.14 | | | 90.893 | | | | | | | | | | | | | | | | 3.01% | ●目中 | | | | 90.376 | ...