Group 1 - The US dollar index has risen for two consecutive days, while commodities and emerging market stocks have experienced significant declines [1] - Precious metals, particularly gold, have shown extreme volatility, with prices dropping from nearly $5,600 to $4,600 within 48 hours, marking a 16% decline and the highest volatility since the pandemic began in 2023 [1] - Major overseas companies reported earnings that fell short of market expectations, contributing to market sentiment shifts [1] Group 2 - Citic Securities indicates that the recent sell-off in broad-based ETFs and the sharp fluctuations in international gold and silver prices have cooled market sentiment, suggesting short-term market correction pressure, although the overall A-share index is expected to stabilize before the Spring Festival [1] - Huajin Securities believes that the A-share market is entering a traditional bullish window, with expectations for policy measures to boost consumption and economic growth to accelerate before the Spring Festival [2] - Historical data shows that February has a 76% probability of index gains, with an average increase of 3.4% and a median increase of 3.0%, making it a favorable month for the A-share market [1]
美元指数走高,有色金属、新兴市场股票大跌!低位关注三大超跌修复机会
Sou Hu Cai Jing·2026-02-02 07:01