Market Overview - The A-share market experienced a significant upward trend on February 3, with the Shanghai Composite Index closing at 4067.74 points, up 1.29%. The Shenzhen Component rose by 2.19%, the ChiNext Index increased by 1.86%, the Sci-Tech Innovation Index gained 2.44%, and the Northbound 50 Index surged by 3.27%. The total trading volume across the Shanghai and Shenzhen markets reached 25,656 billion yuan [1]. Sector Performance - Over 4,800 stocks in the market saw gains, with the photovoltaic industry chain showing strong performance, particularly in the space photovoltaic sector, where companies like Aotewei and Zerun New Energy hit the daily limit with a 20% increase [3]. - The commercial aerospace sector rebounded, with stocks such as Jieli Suojin and Aerospace Development also reaching the daily limit [3]. - The chemical sector remained active, with Wanfeng shares achieving a four-day limit increase [3]. - The precious metals concept saw localized activity, with Hunan Gold hitting the daily limit [4][5]. Precious Metals Market - The precious metals market saw a sharp rebound, with Hunan Gold achieving a remarkable 7-day, 6-limit increase. Other notable performers included Xiaocheng Technology, which rose over 18%, and Zijin Mining, which increased by over 6% [5]. - On February 3, gold prices surged, with spot gold rising over 5% to surpass $4,900 per ounce, while silver also maintained an upward trend, increasing over 8% to break through $86 per ounce [6]. - According to China Galaxy Securities, the recent decline in precious metal prices can be viewed as a market-driven cooling following a period of rapid price increases, rather than a panic exit of funds. This price correction is seen as a normal phenomenon that helps release overheated market sentiment [6]. - Guotai Junan Securities indicated that the recent significant drop in precious metal prices is a technical adjustment to the irrational increases seen since the beginning of the year, rather than the end of a long-term upward trend for gold. The decline in speculative sentiment and leverage levels is expected to support a healthier upward trend for gold in the near term [6]. Computing Power Leasing Sector - The computing power leasing sector showed continued strength, with Tianwei Vision experiencing a direct limit increase [7][8]. - Other companies in this sector, such as Wangsu Technology and Capital Online, saw increases of over 10% [8]. - The CPO concept also performed actively, with Robotech hitting a 20% limit increase, and companies like Juguang Technology, Dekeli, and Tianfu Communication rising over 10% [8]. - According to Dongwu Securities, major overseas cloud providers have begun raising prices for their services, marking the first increase in years. This trend is expected to influence domestic cloud providers to follow suit, creating investment opportunities in the AI cloud industry as demand increases [8].

扬子晚报网2月3日讯（记者 范晓林）截至发稿，现货黄金重新站上4900美元/盎司，日内涨超5%；现货白银报86.105美元/盎司，日内涨12%。金饰品价格 方面，老凤祥克均价1518元，周生生克均价1498元，周大福、周大生克均价1495元。二级市场贵金属板块龙头股晓程科技日内涨幅18.67%，湖南黄金涨 停。 | 15:30 | | | | | ·Il 5G O | | | --- | --- | --- | --- | --- | --- | --- | | L | | | w 商品 | | D | | | 全球 | 港股 | 美股 | | 商品 | 外汇 II 深深 三 | A股 | | 已为您生成昨日市场智评 | | | | | 查看 | | | 全球商品 | | | 中国商品 原油 | | 黄金白银 | | | 贵金属 区 | | | | | | | | 伦敦银现 | 伦敦金现 | | | | COMEX黄金 | | | 4900.800 | | | 86.123 | | 4909.5 | | | +241.522 +5.18% | | | +6.992 +8.84% | | +256.9 +5.5 ...

Group 1 - The main stocks with significant capital outflows include Zhongji Xuchuang (-1.91 billion), BlueFocus (-1.13 billion), and Xinye Sheng (-1.10 billion) [1] - Zhongji Xuchuang experienced a slight decline of 0.22%, while BlueFocus saw an increase of 3.23% despite the capital outflow [2] - Other notable stocks with capital outflows include Industrial Fulian (-1.04 billion), Western Materials (-0.73 billion), and Tongling Nonferrous Metals (-0.65 billion) [1][3] Group 2 - The sectors affected by capital outflows include communication equipment, cultural media, and precious metals [2][3] - Stocks like Western Materials and Tongling Nonferrous Metals showed positive price movements of 8.63% and 5.38% respectively, despite significant capital outflows [2][3] - The overall trend indicates a mixed performance among the top stocks, with some experiencing price increases while others faced declines [1][2]

记者丨金珊 编辑丨江佩霞 天风证券认为，短期内，黄金或进入一段时间的宽幅震荡，年内仍有望重回升浪。当前处于世界竞争格 局的关键节点，黄金的"故事"也不会就此结束，预计全球央行对黄金的长线配置需求将继续存在，充当 黄金价格的根本支撑。短期内黄金或进入震荡期，买入情绪偏谨慎但底部有支撑。短线投机者的情绪平 息后，或重现上涨的主线。 新湖期货亦认为黄金价格中长期支撑仍存，指出沃什获提名及由此引发的汇率波动属于短期扰动，中期 市场焦点仍将集中于地缘政治风险升温与特朗普政府政策的高度不确定性；而长期来看，全球债务可持 续性恶化与去美元化趋势的深化，是支撑黄金结构性走强的核心变量。目前，上述中长期逻辑并未发生 根本性逆转。 2月3日午后，黄金突然短线拉升，现货黄金站上4890美元/盎司，纽约期金突破4900美元/盎司。白银亦 保持涨势，现货白银涨幅扩大至8%，最新报85美元/盎司。 （声明：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。） A股贵金属板块强势反弹，晓程科技涨17%，湖南黄金涨停，紫金矿业涨超6%，山金国际、赤峰黄金涨 超3%，山东黄金、恒邦股份跌幅均收窄至2%以内，西部黄金、招金黄金、四川黄 ...

Group 1 - The A-share market saw a strong performance in gold-related stocks, with notable increases in share prices for several companies [1] - Xiaocheng Technology surged over 15%, while Caibai Co. and Hunan Gold hit the daily limit up of 10% [1] - The spot gold price rose to $4,870 per ounce, marking a 4.5% increase during the day [1] Group 2 - Xiaocheng Technology's market capitalization reached 17.4 billion, with a year-to-date increase of 108.83% [2] - Caibai Co. has a market cap of 18.6 billion and a year-to-date increase of 46.18% [2] - Hunan Gold's market capitalization is 57.2 billion, with a year-to-date increase of 73.68% [2] - Other companies like Guocheng Mining and Shanghai Construction also experienced significant gains, with increases of 7.55% and 6.36% respectively [2]

3日，A股贵金属板块强势反弹。晓程科技涨超17%，湖南黄金涨停，山金国际、赤峰黄金、中金黄金 均涨超2%，山东黄金、恒邦股份跌幅均收窄至2%以内，西部黄金、招金黄金、四川黄金等个股跌幅收 窄。 截至发稿，现货黄金站上4875美元，涨超4.6%。 来源：中新经纬 ...

四川黄金、招金黄金双双跌停，中金黄金跌超8%，恒邦股份、山东黄金、西部黄金等跟跌；湖南黄金 逆市走强涨超5%。 ...

| 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅% | | --- | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 1 | 15.90 | 174亿 | 108.83 | | 605599 | 菜自股份 | 1 | 10.02 | 186亿 | 46.18 | | 002155 | 湖南黄金 | 1 | 10.00 | 572亿 | 73.68 | | 000688 | 国城矿业 | - | 7.55 | 341亿 | 3.45 | | 600711 | 二十四年 | 1 | 7.02 | 481亿 | 2.64 | | 600170 | 上海建工 | 1 | 6.36 | 267亿 | 13.58 | | 601899 | 三十年来 | 1 | 5.98 | 10317亿 | 12.56 | | 603979 | 金诚信 | 1 | 5.47 | 473亿 | -0.49 | | 603077 | 和邦生物 | 1 | 5.17 | 215亿 | 7.96 | | 002266 | 浙富控股 | | 4.72 | 255亿 | 17.3 ...

有色金属ETF基金紧密跟踪中证细分有色金属产业主题指数，截至2026年1月30日，中证细分有色金属产业主题指数(000811)前十大权重股分别为紫金矿业、 洛阳钼业、北方稀土、中国铝业、华友钴业、中金黄金、山东黄金、兴业银锡、赣锋锂业、赤峰黄金，前十大权重股合计占比51.85%。 2月3日，金属概念午后爆发， 截至14:19，有色金属ETF基金(516650)盘中走强涨5.71%，持仓股湖南黄金涨停，中稀有色上涨8.77%，盛和资源上涨7.23%， 国城矿业，中国稀土等个股跟涨。有色金属ETF基金盘中换手23.26%，成交50.03亿元，市场交投活跃。 相关分析指出，随着市场从极端情绪中逐步平复，金属板块或将进入逻辑重塑阶段。贵金属方面，央行购金和黄金ETF持仓份额的上升，将继续成为支撑黄 金价格的重要因素。基本金属方面，近期市场将持续消化宏观修正压力，但AI叙事依旧，供给扰动频出，在全球铜矿缺口有望扩大的背景下，价格下方有 支撑。铝（轻量化）、锡（"算力金属"）、碳酸锂（储能与动力电池）等品种，将持续受益于绿色产业与科技浪潮的持续渗透。 （以上所列股票仅为指数成份股，无特定推荐之意） 有色金属ETF基金(5 ...

Group 1 - The core viewpoint of the news is that the non-ferrous metal sector, particularly the Huabao Non-Ferrous Metal ETF, is experiencing significant price increases and trading activity, indicating strong market interest [1][4] - The Huabao ETF saw a price increase of 4.67% with a trading volume exceeding 1.5 billion yuan, reflecting a bullish sentiment in the non-ferrous metal market [1] - Key stocks within the ETF, such as Hunan Gold and Zhong Rare Metals, have shown substantial gains, with increases of over 7% and 6% respectively, indicating strong performance among leading companies in the sector [1][2] Group 2 - Tianfeng Securities suggests that gold may enter a period of wide fluctuations in the short term but is expected to return to an upward trend within the year, supported by long-term demand from global central banks [3] - Newhu Futures emphasizes that while there is medium to long-term support for gold prices, short-term market volatility may increase due to speculative profit-taking [3] - The Huabao ETF covers a wide range of metals including copper, aluminum, gold, rare earths, and lithium, making it an efficient tool for investors looking to gain exposure to the non-ferrous metal sector [4]