21世纪经济报道记者董鹏 贵金属市场仍未企稳。2月5日早盘，伦敦银再次出现14%的下跌，这距一周前的高点已经回撤近40%，并且可能会再次创出阶段性新低。 金、银价格剧烈波动，有的企业选择高位出手，落袋为安，也有人敢于跌停抄底，甚至是加杠杆入局。 A股的奥克股份、港股英皇娱乐酒店，近期便分别将其库存原料白银、用于装饰的金砖对外出售，后者更因此有望获得9020万港元的投资收益。 "鉴于当前的市场状况以及该贵金属的市场价格目前处于高位水平，董事认为出售事项对本集团而言为一个良好机会实现和释放该贵金属的价值，同时使本 集团未来能够节省与该贵金属相关的保安及保险费用。"英皇娱乐酒店公告指出。 另一边的权益市场，更为精彩。不仅有兴业银锡董秘敢于在第三个跌停板逆市增持200万的案例，更有融资资金趁着金价回落的机会，两天狂买18亿元湖南 黄金…… 过去二十年，为了在澳门英皇娱乐酒店内的博彩场所营造奢华辉煌的氛围以提升品牌形象，英皇娱乐酒店将多块金砖铺满其酒店大堂地面的主要通道区域， 并吸引了大量人流。 "自终止其博彩业务营运后，本集团积极筹划其他娱乐及休闲设施，以提升整体服务体验并扩阔收入基础。"英皇娱乐酒店称，鉴于相关区域 ...

Group 1 - Changchun High-tech is expected to incur a loss of 1 billion in the fourth quarter due to product price adjustments, while investing over 2 billion annually in R&D to reduce reliance on growth hormones [1] - Vanke's losses are deepening, with a projected loss of 82 billion by 2025, and a bond extension of 6.8 billion as it seeks financial support [1] - GAC Group has issued a rare profit warning, expecting a loss between 8 billion to 9 billion, as CEO Feng Xingya emphasizes the "three major battles" for a turnaround [1] Group 2 - Nanhai Rural Commercial Bank was fined 3.8 million, with its net interest margin dropping to 1.15% after eight years of no results in the A-share market [1] - Yuanji Food is closing one out of every three new stores, with related party transactions amounting to 130 million involving the wife of its founder [1] - "Cheese Queen" Chai Xiu faced backlash from aggressive marketing strategies, leading to a 70% drop in the stock price of Miao Ke Lan Duo, with Mengniu taking full control [1] Group 3 - Zijin Mining is investing an additional 28 billion in overseas ventures, projecting a profit of 51 billion by 2025, with its market value stabilizing above 1 trillion [1] - Hunan Gold is restructuring 2.7 billion in assets to increase resource reserves, benefiting from rising prices of antimony and tungsten, achieving record profits exceeding 1.27 billion [1] - A major shareholder, Yu Han, was fined over 1 billion for manipulating stock prices, while Doctor Glasses spent 50 million on traffic acquisition but only 3 million on R&D [1] Group 4 - SAIC-GM-Wuling's debt ratio has risen to 85.24%, despite a 20.5% increase in sales, still falling short by 535,000 units compared to peak levels [1] - Su Nong Bank's "village reform branch" faced 18% opposition from minority shareholders, with total assets at 231.1 billion and revenue growth of only 0.41% [1] - Mingming Hen Mang opened 21,000 stores and distributed a pre-IPO dividend of 526 million, with Zhao Ding cashing out 130 million [1] Group 5 - Xibei's new round of financing received support from Zhang Yong and Hu Xiaoming, but the dream of a 100 billion market value faces challenges [1] - China Duty Free Group is acquiring 2.7 billion to build an international business platform, with performance declining for six consecutive quarters, and collaboration with LVMH remains to be observed [1] - Hikvision has returned to growth with an annual profit of 14.2 billion, enhancing cash collection management and recovering 13.7 billion in nine months [1]

Market Overview - The gold and silver markets experienced significant volatility, with gold prices dropping nearly 3% at one point and settling at $4926.64 per ounce, down 0.76% [1] - Silver faced a more severe decline, plunging nearly 16% during the day and closing down 10.69% at $78.77 per ounce [3] Futures Market - The futures market mirrored the spot market's weakness, with COMEX gold futures down 0.4% at $4931.1 per ounce and COMEX silver futures down over 7% at $77.875 per ounce [5] Stock Market Impact - Precious metal-themed LOFs (Listed Open-Ended Funds) fell, with gold LOFs and Jiashi Gold LOF dropping over 2%, and Guotou Silver LOF hitting a trading halt for the fourth consecutive day [7] - The A-share precious metals sector saw an overall decline exceeding 6%, with most stocks closing in the red [8] Individual Stock Performance - Notable declines in individual stocks included: - Hunan Silver: down 9.97% at $13.90 - Xiaocheng Technology: down 9.84% at $59.04 - Sichuan Gold: down 9.74% at $46.08 [9] Market Sentiment and Influences - The recent downturn in gold and silver prices is attributed to a combination of factors, including the nomination of hawkish Federal Reserve member Waller, which triggered market panic and profit-taking after significant price increases [12][16] - Analysts suggest that the core driver of the decline is the large-scale profit-taking following a period of substantial price appreciation, rather than a direct causal relationship with Waller's nomination [16] Future Outlook - Short-term volatility is expected to continue, but the long-term upward trend for gold remains intact, supported by factors such as central bank purchasing and increased demand from private investors [20] - Goldman Sachs maintains a price target of $5400 per ounce for gold by December 2026, while JPMorgan is more aggressive, predicting $6300 per ounce, citing ongoing demand from central banks and diversified investment strategies [20]

Market Overview - The three major indices narrowed their declines in the afternoon, with the Shanghai Composite Index down 0.64%, the Shenzhen Component down 1.44%, and the ChiNext Index down 1.55% [3] - The total trading volume in the Shanghai and Shenzhen markets was 2.18 trillion yuan, a decrease of 304.8 billion yuan compared to the previous trading day, with over 3,700 stocks declining [4] Sector Performance Consumer Sector - The consumer sector saw significant gains, with food and beverage, retail, film and television, and tourism sectors being particularly active. Notably, Hengdian Film City recorded five consecutive trading days of gains [4][19] - Major stocks in the consumer sector, such as Kweichow Moutai, rose by 1.97%, bringing its market value to 1.95 trillion yuan [19][20] - The hotel and tourism sectors also performed well, with hotel bookings for long-distance travel increasing over 120% year-on-year as the Spring Festival approaches [21] Precious Metals - Precious metals experienced a sharp decline, with silver prices dropping over 16% at one point and gold prices falling over 3%. The precious metals sector fell more than 6%, leading the market decline [7][10] - Key stocks in the precious metals sector, such as Hunan Silver and Sichuan Gold, saw significant drops, with Hunan Silver hitting the daily limit down [9][10] Photovoltaic Sector - The photovoltaic sector opened with a sharp decline, with several leading stocks, including Junda Co. and Shuangliang Energy, hitting their daily limit down [12][14] - Companies like JinkoSolar and High Measurement Co. announced that they had not engaged in any collaboration with Elon Musk's team regarding space photovoltaic projects, which contributed to the sector's volatility [17] Conclusion - The market is currently characterized by significant volatility, particularly in the precious metals and photovoltaic sectors, while the consumer sector shows resilience and growth as the Spring Festival approaches [10][21]

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) ...

Market Overview - The indices experienced fluctuations in the afternoon, with declines narrowing. The Shanghai Composite Index reported at 4078.82 points, down 0.57%, while the Shenzhen Component Index was at 13969.10 points, down 1.32%, and the ChiNext Index at 3266.71 points, down 1.35% [1] Sector Performance - The banking sector saw significant gains, with Xiamen Bank hitting the daily limit and reaching a new high since June 2021 [1] - The innovative drug sector was notably active, with Guangsheng Tang rising over 10% [1] - The securities sector also experienced a surge, with Hualin Securities hitting the daily limit and other companies like Huaxin Securities, Huatai Securities, and Dongfang Caifu following suit [1] - The tourism and hotel sector showed strength, with Sanxia Tourism reaching the daily limit [1] - Conversely, the precious metals sector faced ongoing adjustments, with Hunan Gold and Hunan Silver hitting the daily limit down [1] - The afternoon saw weakness in the electric grid equipment stocks, with Sifang Co. hitting the daily limit down [1] Stock Movement - Overall, the market saw more stocks declining than rising, with over 3500 stocks down [1] - The beauty care, film and television, and banking sectors led in gains, while BC batteries, photovoltaic equipment, and precious metals sectors led in losses [1]

Group 1 - The core point of the news is the significant drop in precious metal prices, with spot gold falling below $4900 per ounce and spot silver dropping below $81 per ounce [1][2][3] - On February 5, spot silver reached a low of $80.562 per ounce, marking a daily decline of over 7%, and is currently reported at $82.654 per ounce [2] - Spot gold hit a low of $4893.42 per ounce, briefly falling below the $4900 mark, with a daily decline exceeding 1%, and is currently at $4913.026 per ounce [3] Group 2 - The international precious metal prices have experienced a widespread decline, impacting the A-share market where the precious metal sector opened with significant losses [4] - Companies such as Hunan Gold and Hunan Silver recorded a maximum drop limit of 10%, while other firms like Xiaocheng Technology and Sichuan Gold fell over 10% and 9% respectively [4] - The Guotou Silver LOF fund hit the trading limit down for the fourth consecutive day, with a premium rate dropping to 37.13% [4] Group 3 - The performance of related ETFs shows a negative trend, with the Huaxia Gold ETF (code: 518850) declining by 3.66% over the past five days, with a net redemption of 171 million yuan [6] - The Gold Stock ETF (code: 159562) has seen a decrease of 6.28% in the last five days, with a net redemption of 270 million yuan [7] - The Nonferrous Metal ETF (code: 516650) has dropped by 11.81% over the past five days, with a significant net redemption of 4.17 billion yuan [8]

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 ...

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者|杜恒峰 编辑|段炼 杜波 校对|何小桃 封面图片|视觉中国（图文无关） 2月5日，市场早盘震荡调整，三大指数均跌超1%。截至中午休市，沪指跌1.03%，深成指跌1.81%，创 业板指跌1.94%。沪深两市半日成交额1.45万亿，较上个交易日缩量1682亿。全市超3600股下跌。 （免责声明：本文内容与数据仅供参考，不构成投资建议，使用前请核实。据此操作，风险自担。） 新浪声明：此消息系转载自新浪合作媒体，新浪网登载此文出于传递更多信息之目的，并不意味着赞同 其观点或证实其描述。文章内容仅供参考，不构成投资建议。投资者据此操作，风险自担。 责任编辑：凌辰 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 记者|杜恒峰 编辑|段炼 杜波 校对|何小桃 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，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%。 | | 影视传媒 | ...

Group 1 - Precious metals experienced a sudden drop in early trading on February 5, with domestic gold futures falling over 3% to a low of 1077.02 CNY per gram and silver futures dropping over 18% to a low of 18500 CNY per kilogram [1] - On the international front, COMEX gold futures fell over 3% to a low of 4805 USD per ounce, while COMEX silver futures dropped over 13% to a low of 73.415 USD per ounce [2] - The domestic A-share precious metals sector saw significant declines, with companies like Hunan Gold and Hunan Silver hitting the daily limit down, and Xiaocheng Technology dropping over 14% at one point [6] Group 2 - The National Investment Silver LOF resumed trading and hit the daily limit down for the fourth consecutive day, with the latest premium rate at 37.13% [4] - Multiple domestic gold and jewelry brands reported a decrease in the price of gold jewelry, with Chow Sang Sang's gold jewelry priced at 1558 CNY per gram, down 42 CNY from the previous day [8]