Market Overview - The market saw a total trading volume of 2.54 trillion yuan, a decrease of 405 billion yuan from the previous day [6] - The number of stocks that rose was 532, while 4856 stocks fell, indicating a bearish sentiment in the market [6] ETF Performance - The A50 ETF from Huabao increased by 1.12%, the A100 ETF rose by 1.36%, and the A500 ETF saw a gain of 2.54% [1] - The A50 ETF was launched on March 18, 2024, while the A100 ETF was launched on August 1, 2022 [1][6] Industry Insights - The precious metals sector is facing pressure due to trading congestion and the recent nomination of a hawkish Federal Reserve chairman, which may impact the dollar and U.S. Treasury yields [2][7] - The rise in central bank gold purchases and the increase in gold ETF holdings are expected to support gold prices in 2026 [2] - The rental rates for London silver have decreased, but the U.S. silver inventory is declining rapidly [7] Investment Opportunities - The computer, defense, and machinery sectors are seeing significant net inflows, with 18.78 billion yuan, 45.87 billion yuan, and 17.92 billion yuan respectively [6]
3A指数反弹涨超1%，商业航天、光伏概念集体走强 | 华宝3A日报（2026.2.3）
Xin Lang Cai Jing·2026-02-03 09:11