（来源：淘金ETF） 1. 我爱我家（000560） 是国内房产经纪龙头企业，成立于2000年，依托线下超3000家门店的网络布局，主营业务聚焦房产租 赁、二手房交易、新房代理及家居服务，是租售同权政策的核心受益标的。作为行业首批参与住房租赁 试点的企业，公司已累计服务超千万家庭，旗下"相寓"品牌在长租公寓领域具备显著规模优势，管理房 源超40万套。除租售同权外，公司还叠加了社区经济、数字化转型等热点概念，通过"线上平台+线下 门店"的模式提升运营效率。未来看点在于，随着租售同权政策深化，公司凭借成熟的租赁服务体系和 房源储备，有望进一步抢占市场份额，同时数字化工具的持续投入将推动服务体验升级，在行业周期复 苏中率先受益。 2. 华发股份（600325） 是珠海国资委旗下的老牌房企，成立于1992年，主营业务聚焦房地产开发、商业运营及物业服务，核心 布局粤港澳大湾区，是区域型房企的代表。作为租售同权板块的重要参与者，公司通过自持商业物业与 长租公寓项目，积极响应政策导向，旗下"华发优家"租赁品牌已落地多个核心城市。除租售同权外，公 司还叠加了大湾区建设、国企改革等热点概念，依托珠海本土资源优势，深度参与城市更 ...

2月4日，三大指数午后拉升，收盘涨跌不一。截至收盘，沪指涨0.85%再度站上4100点，深证成指涨 0.21%，创业板指跌0.40%，盘中一度跌超2%。沪深两市成交额2.48万亿，较上一个交易日缩量633亿。 盘面上，太空光伏、钙钛矿电池等光伏概念全线爆发，晶科能源、中来股份等多股涨停；煤炭股集体爆 发，陕西黑猫、美锦能源等10余股涨停；化工、天然气、电力、钢铁等顺周期概念全线跟涨；氢能源概 念股集体拉升，致远新能、京城股份等多股涨停；房地产概念反弹，财信发展、荣安地产等涨停；机场 航运、酒店餐饮等大消费概念全线走强，中国东航、友好集团等涨停；雄安概念持续强势，韩建河山等 涨停；锂电池概念尾盘拉升，宁德时代一度涨超5%。 值得注意的是，盘面上AI产业链走弱，硬件、应用方向齐齐走低，引力传媒、天地在线跌停，值得 买、世纪恒通等多股大跌。消息面上，AI明星公司Anthropic发布的一款AI法律插件，引发隔夜美股软 件公司暴跌，投资者担忧软件公司的核心业务有可能被AI技术取代。事实上，"大模型会否吞噬软件"一 直是近年来市场的一个焦点话题。 对此，国盛证券表示，首先，AI的影响不局限于软件，各领域都有抓住AI时代 ...

2月4日，A股市场呈现出先抑后扬态势，三大指数午后强势回升，沪指成功站上4100点，截止收盘，沪 指上涨34.46点，涨幅0.85%报4102.20点，深成指上涨29.17点，涨幅0.21%报14156.27点，创业板指下跌 13.38点，跌幅0.40%报3311.51点；沪深两市成交额2.48万亿，全市场超3200只个股上涨。 盘面热点快速轮动，煤炭概念掀起涨停潮，十余只成分股涨停，陕西黑猫、兖矿能源、中煤能源涨停； 太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。机场航运概念走强，中国东航、华夏航空涨 停。房地产板块表现活跃，荣安地产、财信发展、我爱我家涨停；氢能源概念快速拉升，京城股份、致 远新能涨停；玻璃玻纤、HIT电池、房地产开发及装修建材等板块涨幅居前；下跌方面，AI应用概念集 体下挫，引力传媒、天地在线跌停，值得买、世纪恒通等多股大跌；腾讯云板块下挫，泛微网络跌停； 贵金属板块走低，四川黄金跌近9%；另外，文化传媒、游戏及算力概念等跌幅居前。 多个板块表现活跃 机构观点 国盛证券：AI的影响不局限于软件领域，各领域都有抓住AI时代机遇的软件公司崛起，如广告领域的 Applovin、视觉设 ...

每经AI快讯，2月4日，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午 后跌幅收窄。沪深两市成交额2.48万亿元，较上一个交易日缩量633亿元。盘面上，市场热点快速轮 动，全市场超3200只个股上涨。从板块来看，煤炭概念掀起涨停潮，十余只成分股涨停，陕西黑猫、兖 矿能源、中煤能源涨停。太空光伏概念爆发，中来股份20cm涨停，国晟科技2连板。机场航运概念走 强，中国东航、华夏航空涨停。房地产板块表现活跃，荣安地产、财信发展、我爱我家涨停。氢能源概 念快速拉升，京城股份、致远新能涨停。下跌方面，AI应用、贵金属、算力硬件等板块跌幅居前。其 中AI应用概念集体下挫，引力传媒、天地在线跌停，值得买、世纪恒通等多股大跌。截至收盘，沪指 涨0.85%，深成指涨0.21%，创业板指跌0.4%。 ...

Core Viewpoint - The A-share real estate sector has seen significant gains, particularly driven by the launch of a program in Shanghai to acquire second-hand housing for affordable rental housing projects, targeting new citizens, young people, and graduates [1] Group 1: Market Performance - Real estate stocks in the A-share market experienced substantial afternoon gains, with notable performers including I Love My Home and Huafa Co., which hit the daily limit [1] - Other companies such as Rong'an Real Estate, Jingtou Development, and Caixin Development also reached their daily limit previously, while China Merchants Shekou and City Investment Holdings rose over 7% [1] - The following companies showed significant increases: Jindi Group and Tefa Service over 6%, and Zhongzhou Holdings, Jingneng Real Estate, Binjiang Group, and Shilianhang over 5% [1] Group 2: Company Data - Rong'an Real Estate: 10.27% increase, market cap of 6.495 billion [2] - Jingtou Development: 10.09% increase, market cap of 4.445 billion [2] - I Love My Home: 10.06% increase, market cap of 8.503 billion [2] - Huafa Co.: 9.95% increase, market cap of 12.2 billion [2] - Caixin Development: 9.92% increase, market cap of 2.927 billion [2] - China Merchants Shekou: 7.50% increase, market cap of 98.2 billion [2] - City Investment Holdings: 7.13% increase, market cap of 1.39 billion [2] - Jindi Group: 6.69% increase, market cap of 15.1 billion [2] - Tefa Service: 6.52% increase, market cap of 7.183 billion [2] - New Town Holdings: 6.19% increase, market cap of 40.2 billion [2] - Zhongzhou Holdings: 5.88% increase, market cap of 5.87 billion [2] - Jingneng Real Estate: 5.79% increase, market cap of 2.898 billion [2] - Binjiang Group: 5.74% increase, market cap of 37.8 billion [2] - Shilianhang: 5.54% increase, market cap of 5.699 billion [2]

Market Overview - On February 4, the A-share market experienced a decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2%. The total trading volume in the Shanghai and Shenzhen markets reached 1.63 trillion yuan, an increase of 12.7 billion yuan compared to the previous trading day, with over 2900 stocks declining [1]. Sector Performance - The space photovoltaic concept showed strong performance, with Zhonglai Co. hitting the daily limit and Guosheng Technology achieving two consecutive limits. The airport and shipping sectors also performed well, with China Eastern Airlines and Huaxia Airlines reaching their daily limits. The real estate sector was active, with Rong'an Real Estate and Caixin Development hitting their daily limits. The hydrogen energy concept surged, with Jingcheng Co. and Zhiyuan New Energy reaching their daily limits [4]. - The coal sector experienced a significant surge, with major coal companies like Yanzhou Coal Mining and China Coal Energy both hitting their daily limits. Other stocks such as Shaanxi Black Cat and Meijin Energy also reached their daily limits, while Shaanxi Coal and Chemical, Shanxi Coal International, Xinji Energy, and China Shenhua followed suit [4]. Coal Supply Impact - Reports indicate that the Indonesian government has proposed a significant production cut, leading to a suspension of spot coal exports by local miners. China is the largest importer of Indonesian coal, with an expected import of 242 million tons in 2024, accounting for 42.73% of Indonesia's total exports. This suspension is projected to impact China's thermal coal supply by 5.3%, increasing inventory pressure on power plants in Southeast China. Additionally, there are reports of rising coal prices domestically [6]. Precious Metals Market - The precious metals sector opened with a rebound but later turned negative, with companies like Zijin Mining and Hunan Gold experiencing declines. The National Investment Silver LOF resumed trading and hit the daily limit down, with a latest premium rate of 64.6%. After significant drops on January 30 and February 2, spot gold prices rebounded to over $5000, while spot silver reached $88 per ounce [7]. - Market sentiment remains volatile, with speculative funds showing significant movement. The geopolitical uncertainty surrounding US-Iran negotiations continues to pose risks. Overall, the precious metals market is influenced heavily by market emotions, with short-term volatility risks to be monitored, while long-term trends remain optimistic [7]. Individual Stock Highlights - Guizhou Moutai's stock rose over 2%, reaching a price above 1500 yuan for the first time since September 15, 2025 [8]. Hong Kong Market - The Hang Seng Technology Index fell over 2%, with many tech stocks in Hong Kong experiencing declines. Notable drops included Bilibili down over 4%, Tencent Holdings down over 3%, and other companies like Baidu, Lenovo, NetEase, Meituan, and Xiaomi all falling over 2% [9]. Cryptocurrency Market - The cryptocurrency market saw a collective downturn, with Bitcoin experiencing a high-level correction of nearly 40% [10].

Market Overview - The A-share market experienced a volatile decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2% during the session [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.62 trillion yuan, an increase of 116 billion yuan compared to the previous trading day [1] Sector Performance - The space photovoltaic concept saw a significant surge, with Zhonglai Co. hitting the daily limit up of 20% and Guosheng Technology achieving two consecutive limit-ups [3] - The coal sector rebounded collectively, with Yanzhou Coal, China Coal Energy, and Shanxi Black Cat all reaching the daily limit up [3] - The airport and shipping sectors strengthened, with China Eastern Airlines and Huaxia Airlines also hitting the daily limit up [3] - The real estate sector was active, with Rong'an Real Estate and Caixin Development reaching the daily limit up [3] - The hydrogen energy concept experienced a rapid rise, with Beijing Capital and Zhiyuan New Energy hitting the daily limit up [3] Declining Sectors - The precious metals sector opened high but fell back, with Zhaojin Mining and Sichuan Gold experiencing significant declines [3] - The AI application sector saw a collective downturn, with Yili Media hitting the daily limit down [3] Closing Summary - By the end of the trading session, the Shenzhen Component Index fell by 0.92%, and the ChiNext Index dropped by 1.74% [3]

（文章来源：每日经济新闻） 每经AI快讯，2月4日，房地产板块持续走强，荣安地产、京投发展、财信发展涨停，空港股份、招商 蛇口等股跟涨。 ...

房地产板块持续走强，荣安地产、京投发展、财信发展涨停，我爱我家、空港股份、招商蛇口等股跟 涨。 ...

格隆汇2月4日｜A股房地产板块震荡走高，财信发展涨停，荣安地产涨超8%，空港股份、京投发展、 华发股份、新城控股、招商蛇口等个股跟涨。据悉，1月北京房地产中介门店咨询量大涨，上海二手房 成交量大增24%。 ...