今天上午，A股调整，从盘面看，三大板块下跌，对市场影响较大。 首先，受大宗商品市场巨震的传导，有色金属、油气开采、化工、大豆、玉米等板块上午大跌，紫金矿业、洛阳钼业、"三桶油"等龙头股下跌。 其次，受相关业务的增值税税率调整，三大运营商上午集体下跌。 最后，科技股上午调整，存储芯片板块大跌。有机构调研显示，上周DRAM现货价数月来首跌。对此，业内人士表示，存储整体景气度仍在上行，DRAM 价格数月来首次下跌，主要归因于现货价格与期货价格巨大的价差。目前高价现货市场基本处于有价无市，市场的合约价格仍处于持续上涨趋势中。也有 分析称，可能是市场上的囤货，临近春节，出现部分抛售。 市场仍有明显的做多抓手，以电网设备板块为代表的电力基建产业链、以白酒板块为代表的大消费、AI应用等板块表现活跃。白酒板块中，"茅五泸"齐 涨。 截至上午收盘，上证指数下跌1.32%，深证成指下跌1.41%，创业板指下跌1.18%。 | 进儿三次纪 @ 300265 | 15.00 | 14.94% | 7016 | | --- | --- | --- | --- | | 新特电气 | 21.48 | 14.07% | 47.0亿 | | ...

A股市场今天（2月2日）上午整体下跌，有色金属板块掀起跌停潮，拖累主要指数表现，该板块盘中逾30股跌停。 食品饮料板块走强，成为上午A股市场最大亮点之一，其中多只酒类股大涨。 A股有色金属板块掀起跌停潮 逾30股盘中跌停 A股市场今天上午整体下跌，其中上证指数盘中跌破4100点大关，包括上证指数在内的多个主要市场指数盘中跌幅超过1%。 行业板块和赛道方面，若按照申万一级行业划分，有色金属板块领跌，板块盘中跌幅超过5%，板块内个股掀起跌停潮，该板块主要由贵金属概 念股以及一些铜等基本金属概念股构成。包括中金黄金、西部黄金、招金黄金、山东黄金、白银有色、锌业股份、铜陵有色、恒邦股份在内逾30 股盘中一度跌停。 | 代码 | 名称 | 现价 | 涨跌 | 涨跌幅 ▲ | | --- | --- | --- | --- | --- | | 300139 | 晓程科技 | 56.29 | -11.21 | -16.61% | | 000630 | 铜陵有色 | 7.44 | -0.83 | -10.04% | | 000751 | 锌业股份 | 6.19 | -0.69 | -10.03% | | 601212 | 白 ...

今天早盘，三大电信运营商集体走弱，跌幅均超4%。消息面上，中国移动、中国联通、中国电信2月1 日同步发布公告，自2026年1月1日起，手机流量、短信等业务适用的税目由增值电信服务调整为基础电 信服务，税率由6%升至9%。这一调整将对公司收入及利润产生一定影响。据悉，此次调整本质是税 目"归位"，而非新增税负，税目"归位"将进一步明确基础通信服务的公共属性，有助于推动运营商更加 聚焦网络建设、服务保障等核心主业。中国电信、中国联通在公告中表示，将聚焦于"连接"、"算 力"、"服务"、"安全"等核心领域。中国移动则表示，将致力于做强做优通信服务、算力服务与智能服 务。税率调整本身不直接涉及消费者资费的变化。 ...

2月2日，亚太股市集体跳水。截至北京时间11:50左右，日本东证指数、日经225指数回吐此前涨幅；韩国KOSPI指数跌幅扩大至5%，其中，韩国半导体板 块领跌，SK海力士跌超6%，三星电子跌逾4%。最新消息，韩国证券交易所短暂暂停股票交易。 芯片产业链盘中持续走弱，存储产业链方向领跌，华虹公司跌超10%，此前万润科技（002654）、太极实业（600667）跌停，开普云跌超15%、有方科 技、聚辰股份、普冉股份、同有科技（300302）均跌超10%。 CPO等算力硬件股延续强势，新易盛（300502）盘中涨超10%，续创历史新高，截至午盘收盘涨幅收窄至4.89%，市值4374亿。消息面上，新易盛发布 2025年业绩预告，2025Q4净利预计环比增长29%-50%。腾景科技、德科立、长飞光纤（601869）、长光华芯、天孚通信（300394）跟涨。 电网设备板块掀涨停潮，双杰电气（300444）"20cm"涨停，亿能电力、安靠智电（300617）、新特电气（301120）、森源电气（002358）、保变电气 （600550）等多股涨停或涨超10%。据证券时报，当前全球AI算力建设进入爆发期，电力设备变压器正升级 ...

Core Insights - The report emphasizes the investment opportunities in optical interconnect Scale-Up, driven by advancements in AI and the need for enhanced data center capabilities [5][14]. - The communication sector has shown strong performance, with the communication index outperforming the CSI 300 index by 5.75 percentage points during the reporting period [17][18]. - Key events include the launch of new AI agents that enhance productivity and the growing demand for optical modules in data centers, indicating a robust market outlook [12][41]. Market Review - The communication sector's performance from January 26 to January 30, 2026, showed a gain of 5.83%, significantly outperforming the CSI 300 index, which only increased by 0.08% [17]. - Over the past 30 days, the communication sector rose by 5.8%, while the CSI 300 index increased by 1.4%, indicating a strong relative performance [18]. - Year-to-date, the communication sector has gained 6.8%, again outperforming both the CSI 300 and the ChiNext indices [18]. Industry Data Updates - As of the end of 2025, China had 4.838 million 5G base stations, marking a net increase of 588,000 from the previous year, with 5G stations accounting for 37.6% of all mobile phone base stations [31]. - In December 2025, the domestic smartphone shipment reached 24.473 million units, a year-on-year increase of 29.1%, with 5G smartphones making up 90.4% of the total shipments [35]. - The number of mobile IoT terminal users reached 2.888 billion by the end of 2025, reflecting a net increase of 232 million users [38]. Key News Recap - Cignal AI projects that the optical module market will exceed $18 billion by 2025, driven by AI-related data center and transmission network construction [41]. - Corning has entered a $6 billion partnership with Meta to accelerate the construction of advanced data centers in the U.S., highlighting the growing demand for optical solutions [42]. - Alibaba has launched its high-end AI chip, Zhenwu 810E, which competes with Nvidia's H20, showcasing advancements in AI hardware [43]. - Meta plans to increase its capital expenditure to between $115 billion and $135 billion in 2026, reflecting significant investment in AI and core business operations [45]. Investment Recommendations - The report suggests focusing on sectors such as switching equipment, NPO, and DAC/AEC as potential investment opportunities in the communication industry [15].

智通财经APP获悉，港股恒生指数跌2.4%，跌656点，报26730点；恒生科技指数跌3.68%。港股早盘成 交1781亿港元。 三大运营商早盘大跌拖累恒生指数，基础电信服务增值税率上调至9%，将影响公司营收和利润。中国 联通(00762)跌8%；中国电信(00728)跌7.62%；中国移动(00941)跌2.88%。 中国神华(01088)跌超5%，煤炭销量及均价下降，预计去年利润同比减少6.3%至14.7%。 东方甄选(01797)涨2.7%，近三日股价累涨近三成，此前公告上半财年实现扭亏。 珍酒李渡(06979)涨超4%，机构称看好白酒板块或迎十年大底投资机会。 芯片股早盘走低，传多家厂商严控存储芯片订单，防止客户过度囤积。华虹半导体(01347)跌超10%，兆 易创新(03986)跌7.52%。 亿华通(02402)跌7.97%，预计2025年度归母净亏损同比增加20.50%到57.74%。 纳芯微(02676)跌5.89%，公司预计2025年全年亏损2亿至2.5亿元。 加密货币ETF及概念股走低，币圈遭遇"血洗"，比特币一度跌破76000美元。嘉实以太币(03179)跌 18%；华夏以太币(0304 ...

记者｜金珊 李益文 见习记者林芊蔚 编辑｜江佩佩 2月2日，亚太股市集体跳水。 截至北京时间11:50左右，日本东证指数、日经225指数回吐此 前涨幅；韩国KOSPI指数跌幅扩大至5%，其中，韩国半导体板块领跌， SK海力士跌超6%， 三星电子跌逾4%。最新消息， 韩国证券交易所短暂暂停股票交易。 A股方面， 市场早间震荡调整，三大指数均跌超1%。沪深京三市超3400股飘绿，半天成交 1.66万亿元。 | 内地股票 | | | | --- | --- | --- | | 行情 | 资金净流入 | 涨跌分布 | | 上证指数 | 深证成指 | 科创综指 | | 4063.54 | 14006.25 | 1790.74 | | -54.41 -1.32% -199.65 -1.41% -41.82 -2.28% | | | | 万得全A | 创业板指 | 北证50 | | 6690.89 | 3306.94 | 1514.43 | | -92.90 -1.37% -39.41 -1.18% -17.12 -1.12% | | | 白酒股集体走高，其中，水井坊涨超7%，山西汾酒、贵州茅台、五粮液涨超2%，古井贡酒、 ...

2026.02.02 本文字数：1695，阅读时长大约3分钟 作者 |一财阿驴 11:31 A股午盘丨三大指数均跌超1% 截至午间收盘，上证指数跌1.32%，深成指跌1.41%，创业板指跌1.18%。科创综指跌2.28%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Va | 4063.54 | -54.41 | -1.32% | | 399001 | 深证成指 | Vin | 14006.25 | -199.65 | -1.41% | | 399006 | 创业板指 | w/m/ | 3306.94 | -39.41 | -1.18% | | 000680 | 科创综指 | Villa | 1790.74 | -41.82 | -2.28% | 盘面上，黄金、基本金属现跌停潮，油气、煤炭、化工、钢铁跌幅靠前；农业、半导体、房地产跌幅明 显。特高压概念股逆势上涨，白酒、培育钻石、AI应用题材活跃。 | 板块名称 | 涨幅金 | 涨速 | | --- | --- | --- | ...

Market Overview - The A-share market experienced a decline, with the Shanghai Composite Index falling by 1.32% to 4063.54, the Shenzhen Component Index down 1.41% to 14006.25, and the ChiNext Index decreasing by 1.18% to 3306.94 [4][11] - The total trading volume in the Shanghai and Shenzhen markets reached 1.64 trillion yuan, a decrease of 290.4 billion yuan compared to the previous trading day, with approximately 3500 stocks declining [5][6] Sector Performance - The gold and base metals sectors faced significant sell-offs, with many stocks hitting the daily limit down. Notable declines included Hunan Gold and Western Gold, both down by 10% [9][10] - The oil, gas, coal, chemicals, and steel sectors also reported substantial losses, contributing to the overall market downturn [11] - Conversely, the ultra-high voltage concept stocks showed resilience, with some sectors like white liquor and AI applications experiencing active trading [4][8] Notable Stocks - The National Investment Silver LOF resumed trading and hit the daily limit down, with a narrowed premium rate of 43.8% [6] - New Yi Sheng's stock surged over 10%, reaching a historical high, with a projected net profit for 2025 estimated between 9.4 billion to 9.9 billion yuan, reflecting a year-on-year growth of 231.24% to 248.86% [8] - The electric power equipment sector saw gains, with stocks like Shun Sodium and Baiyun Electric hitting the daily limit up, driven by the global AI computing power construction boom [8] International Market Influence - International gold and silver prices experienced significant declines, with gold prices dropping to 4605.53 USD per ounce, marking one of the largest single-day drops in decades [17][9] - The Chinese yuan depreciated against the US dollar, with the central bank's midpoint rate reported at 6.9695, a decrease of 17 basis points [16]

来源：格隆汇APP 格隆汇2月2日｜港股主要指数走低，恒生科技指数跌幅扩大至3%，恒指跌超2%。华虹半导体跌超 10%，中国联通跌超9%，小鹏汽车跌超8%，中国电信跌超7%，蔚来、比亚迪股份跌超5%。 ...