Group 1 - The A-share market experienced a volatile decline, with the Shanghai Composite Index dropping by 0.25%, the Shenzhen Component Index by 0.33%, and the ChiNext Index by 0.73% at the close [2] - The total trading volume in the Shanghai and Shenzhen markets was 2.15 trillion yuan, a decrease of 30.5 billion yuan compared to the previous trading day [2] - Over 2,700 stocks rose in the market, with sectors like chemicals, solid-state batteries, and humanoid robots performing actively, while consumer goods, particularly liquor and tourism, saw significant declines [2] Group 2 - The price of silver has nearly halved, with the National Investment Silver LOF experiencing five consecutive trading days of limit-down [3][4] - The international silver price saw a significant drop, falling over 20% on February 5, and reaching a low of 64.035 USD/ounce on February 6, down from a peak of 121.647 USD/ounce on January 29 [6] - The domestic silver futures contract also continued its downward trend, with a drop of nearly 15% on the same day [7] Group 3 - The Hong Kong stock market has shown weakness, with the Hang Seng Technology Index declining by 6.51% this week, and major tech companies like Alibaba and Tencent also experiencing significant drops [12] - The "red envelope war" among major internet companies has drawn market attention, with Tencent, Baidu, and Alibaba investing substantial amounts in cash giveaways [13] - Analysts suggest that the current market adjustment is influenced by changes in global macro liquidity expectations, intense competition in AI applications, and disappointing earnings forecasts from some companies [14] Group 4 - The chemical sector showed strength against the market trend, with companies like Cangzhou Dahua and Jinniu Chemical hitting the daily limit [17] - BASF announced a price increase for TDI products in the Asia-Pacific region, contributing to positive sentiment in the chemical sector [19] - UBS noted that the chemical industry is at a historical bottom, with a fundamental reversal in supply-demand dynamics due to the end of chaotic capacity expansion and the implementation of "anti-involution" policies [19]
“涨的多疯狂,跌的就有多惨烈!”净值、溢价双杀,国投白银五连一字跌停!溢价率仍高达28.75%!
雪球·2026-02-06 08:35