A股指数集体低开:沪指跌0.87%,有色金属、油气、光伏等板块跌幅居前
Feng Huang Wang Cai Jing·2026-02-06 01:35

Market Overview - Major indices opened lower, with the Shanghai Composite Index down 0.87%, Shenzhen Component Index down 1.09%, and ChiNext Index down 1.15% [1] - The sectors with the largest declines included non-ferrous metals, oil and gas, and photovoltaic [1] Index Performance - Shanghai Composite Index: 4040.30, down 0.87%, with 322 gainers and 1804 losers [2] - Shenzhen Component Index: 13801.03, down 1.09%, with 362 gainers and 2346 losers [2] - ChiNext Index: 3222.88, down 1.15%, with 177 gainers and 1132 losers [2] External Market Impact - The software sector and cryptocurrency experienced significant declines, influenced by weak U.S. employment data, leading to broader market sell-offs [3] - The S&P 500 Index fell 1.23% to 6798.4 points, the Nasdaq Composite Index dropped 1.59% to 22540.59 points, marking the most severe three-day sell-off since April of the previous year [3] Institutional Insights - CITIC Securities predicts high profit growth for listed brokerages by 2025, driven by increased average daily trading volume and high margin financing balances, with some brokerages seeing profit increases exceeding 70% [4] - Huatai Securities remains optimistic about the recovery of wind and solar power profitability by 2026, despite short-term pressures from low-priced projects and rising costs [5] - China Galaxy Securities emphasizes the stability of the long-term bull market for gold, with central bank purchases expected to continue [6] - CITIC Securities highlights the strong demand for storage driven by AI, predicting sustained high demand and price increases for storage chips through 2026 [7]