Core Viewpoint - The A-share market is experiencing significant differentiation between large-cap and small-cap stocks, with macroeconomic policies remaining supportive, but internal market risks are accumulating due to high valuations and potential profit-taking pressures [5][4]. Market Performance - The three major A-share indices saw slight increases, with the Shanghai Composite Index up 0.15%, the Shenzhen Component Index up 0.07%, and the ChiNext Index up 0.01%. However, there was a notable decline in the micro-cap index, which fell nearly 4%. The total market turnover was 14,744 billion, down 1,053 billion from the previous day, with over 3,800 stocks declining [2][4]. Sector Analysis - The hotel and tourism sector led the market today, with significant gains in stocks such as Zhangjiajie and Emei Mountain A, which both hit the daily limit. Other tourism-related stocks also saw increases, reflecting a growing interest in travel as the Qingming holiday approaches [7][8][10]. Policy and Economic Outlook - The Guangdong provincial government has launched initiatives to boost tourism, aiming for 9.5 billion annual visitors and 1.3 trillion in tourism revenue by 2027. This is expected to enhance the tourism economy, with a shift towards immersive experiences and personalized travel becoming trends [10][11]. AI Glasses Market - The AI glasses sector is gaining traction, with several companies, including major tech firms, actively developing products. The market anticipates significant growth in this area by 2025, driven by advancements in AI technology and consumer interest [12][13].

全天成交额放量至1.54万亿元。大盘低开高走，小盘股更为强势。涨跌家数4801:471。 作者 | 韦三甲 编辑 | 小白 盘后涨停复盘 2月6日，全天成交额放量至1.54万亿元。大盘低开高走，小盘股更为强势。涨跌家数4801:471。 涨停家数90，上个交易日77，涨停封板率83%，较昨日又有进一步提升。涨停排队资金下滑至117.38 亿元。 DeepSeek概念高开高走，人形机器人概念、AI眼镜概念、半导体等开盘后走强。 年前实现6连板的冀东装备在昨日一字跌停后，今日出现较大振幅，早盘一度跌停后，午盘出现大幅 拉升，但随后一路走低，最终收跌2%。 冀凯股份今日低开后迅速涨停，实现12天10板，成为目前市场连板最高标。新炬网络也没有太大阻力 成功晋级6连板。尽管当前仅有3连板，每日互动10日涨幅达到99.77%，明日也将挑战异动值得重点 关注，年前多只高连板股在挑战异动中失败。 据媒体报道，近日，微软、英伟达、亚马逊、英特尔、AMD等科技巨头都纷纷宣布上线DeepSeek大 模型。数据显示DeepSeek上线20天，日活突破了2000万。2月5日，Deepseek Limited、DEEPSEEK (H K ...

今天两市成交4774.5亿，相比于昨天放量了2亿，中位数-0.77%，北上的外资通道单日净卖出71.66亿，这样一来2024年已经是累计净流出100多亿，这是沪 港通开通9年以来没有遇到过的情况，外资从往年的主力净多头变为净空头，里外里一年少了2000-3000亿。 北上通道里的外资存量有17000多亿，官方应该想办法稳住它们的信心，如果这17000亿也陆续寻求退出的话，a股的抛压会很沉重。 这 就是a股 玄学， 老外买 2万亿 寸步不前， 老外抛2000亿 就鸡飞狗跳，什么原因你们自己想。 场内有限的资金今天全部都怼向了AI眼镜概念板块上，导火索是苹果公司被爆料要推新款AR眼镜，包括一款平价的Vision Pro，以及后续的Vision Pro二 代。这个消息让资金对智能眼镜设备的未来充满了想象，正好这个板块都是些小公司，投机炒一把不用担心很大的抛压，所以不少游资就干了。 今天的另一个热点是腾讯公布了半年报，第二季度营收1611亿，同比增长8%，调整后净利润573亿，同比增长53%。 第一眼看过去就会发现利润增长高于营收增长，是因为腾讯内部做了降本增效，成本同比下降了4%，省这4%就增加了将近20%的毛利润 ...