隔夜美股下挫，中概指数跌0.94%。港股三大指数低开，恒指跌0.14%，国指跌0.15%，恒生科技指数跌 0.87%。权重科技股集体下跌，美团、快手跌近2%，腾讯跌1.55%；AI应用概念股集体走低，半导体 股、汽车股普跌；构看好金价银价反弹空间，黄金股继续带领有色金属股反弹，赤峰黄金、中国黄金国 际涨约4%。"化工新材料供应商"国恩科技首日高开25%。(格隆汇) ...

Market Overview - The market rebounded yesterday with the Shanghai Composite Index and ChiNext Index both rising over 1%, while the Shenzhen Component Index increased by over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.54 trillion yuan, a decrease of 40.5 billion yuan compared to the previous trading day [1] - Over 4,800 stocks in the market saw gains, indicating a rapid rotation of market hotspots [1] Sector Performance - The commercial aerospace sector experienced a significant surge, with stocks like Jieli Rigging, Tongyu Communication, Shenjian Co., and Zhongchao Holdings hitting the daily limit [1] - The space photovoltaic concept continued to strengthen, with stocks such as Guosheng Technology, Jinjing Technology, Zerun New Energy, and Haiyou New Materials also reaching the daily limit [1] - The chemical sector was active, with Hongbaoli achieving two consecutive limits in three days and Wanfeng Co. hitting four consecutive limits [1] - The precious metals sector rebounded, with Hunan Gold achieving six limits in seven days [1] - The AI application concept remained active, with Zhejiang Wenhu Interconnection achieving five limits in eleven days [1] - The banking sector showed weakness, with China Bank experiencing fluctuations and declines [1] Institutional Insights - Huatai Securities noted that the resilience of the funding environment remains, despite a decrease in trading sentiment and a drop in the number of active investors [2] - CITIC Securities highlighted that the capacity electricity price offers high revenue certainty, which is expected to significantly boost domestic energy storage installations [3] - CITIC Construction Investment stated that the global commercial aerospace sector is entering a new phase focused on large-scale deployment and ecosystem construction, driven by companies like SpaceX [4]

智通财经2月4日讯，昨日市场探底回升，沪指、创业板指均涨超1%，深成指涨超2%。沪深两市成交额 2.54万亿，较上一个交易日缩量405亿。盘面上，市场热点快速轮动，全市场超4800只个股上涨。从板 块来看，商业航天概念爆发，巨力索具、通宇通讯、神剑股份、中超控股等多股涨停。太空光伏概念持 续走强，国晟科技（维权）、金晶科技、泽润新能、海优新材封涨停。化工板块表现活跃，红宝丽3天2 板，万丰股份4连板。贵金属概念探底回升，湖南黄金7天6板。AI应用概念反复活跃，浙文互联11天5 板。下跌方面，银行板块走势较弱，中国银行震荡下跌。截至收盘，沪指涨1.29%，深成指涨2.19%， 创业板指涨1.86%。 在今日券商晨会上，华泰证券认为，资金面韧性仍存，中信证券认为，容量电价带来收益高确定性，有 望明显带动国内储能装机；中信建投认为，全球商业航天进入以规模化部署与生态构建为核心的新阶 段。 华泰证券：资金面韧性仍存 上周A股高位震荡，节前风险偏好的制约因素偏多，风险资金相对承压，前期流入意愿较强的交易型资 金情绪有所回落，参与交易的投资者人数回落至年初位置，融资资金活跃度为2025年7月中旬以来新 低，上周五单日净流 ...

智通财经2月3日讯，市场探底回升，沪指、创业板指均涨超1%，深成指涨超2%。沪深两市成交额2.54 万亿，较上一个交易日缩量405亿。盘面上，市场热点快速轮动，全市场超4800只个股上涨。从板块来 看，商业航天概念爆发，巨力索具、通宇通讯、神剑股份、中超控股等多股涨停。太空光伏概念持续走 强，国晟科技、金晶科技、泽润新能、海优新材封涨停。化工板块表现活跃，红宝丽3天2板，万丰股份 4连板。贵金属概念探底回升，湖南黄金7天6板。AI应用概念反复活跃，浙文互联11天5板。下跌方 面，银行板块走势较弱，中国银行震荡下跌。截至收盘，沪指涨1.29%，深成指涨2.19%，创业板指涨 1.86%。 板块方面 商业航天概念卷土重来，巨力索具、通宇通讯、神剑股份、中超控股、天通股份、航天发展、润贝航科 等10余股涨停。 消息面上，太空探索技术公司（SpaceX）在官网发布由马斯克署名的声明，确认与人工智能企业xAI公 司合并。据报道，合并后公司预计每股定价约527美元，估值将达到1.25万亿美元。此外，近日，证监 会官网显示，星河动力、星际荣耀、天兵科技三家企业更新了IPO辅导进展。长江证券发布研报称，头 部商业航天企业有望 ...

Market Overview - Technology stocks experienced a significant decline in early trading, leading to a drop in the three major indices, but rebounded near midday and maintained a volatile trend in the afternoon [1] - The Hang Seng Index ultimately rose by 0.22%, after dipping as much as 1.3% during the session [1] - The Hang Seng Tech Index fell by 1.07%, having previously dropped by 3.4% [1] Company Performance - Major technology stocks mostly turned negative, with Baidu down by 3.6%, Tencent nearly 3%, and Xiaomi, JD.com, and Alibaba also experiencing declines [1] - Gold prices surged in the afternoon, surpassing $4,900, leading to a rebound in gold stocks, with Zijin Mining International rising nearly 8% [1] - Heavy machinery stocks continued to rise, with Zoomlion increasing by 9.68%, and China National Heavy Duty Truck achieving a historical high during the session [1] - Domestic airline ticket bookings for the Spring Festival increased by approximately 8% year-on-year, boosting airline stocks, with China Eastern Airlines rising over 7% [1] Sector Performance - The mobile gaming sector faced significant declines, while AI application concept stocks, lithium battery stocks, domestic bank stocks, Chinese brokerage stocks, and automotive stocks showed some weakness, with China Merchants Bank and China Merchants Securities both dropping over 1% [1]

（文章来源：每日经济新闻） 从指数形态来看，科创半导体ETF（588170）今日高开后窄幅震荡，午后持续走强，最终收盘价站稳30 日均线之上，形成初步的短期企稳信号。另一方面，今日成交量略低于前几个交易日，表明经历几日回 调，资金偏谨慎。若后续能配合基本面利好或板块轮动催化，有望进一步企稳回升。 中信建投指出，AI驱动的逻辑、存储扩产需求持续向上。从国内fab扩产角度来看，先进逻辑缺口较 大，自主可控背景下，看好后续先进逻辑扩产加速；存储大周期向上，两存大幅扩产确定性强，弹性值 得期待。同时看好国内先进封装后续放量。 2月3日，市场迎来反弹修复，沪指、创业板指均涨超1%，深成指涨超2%。从板块来看，商业航天概念 爆发，太空光伏概念持续走强，化工板块表现活跃，贵金属概念探底回升，AI应用概念反复活跃。 ETF 方面，科创半导体ETF（588170）上涨3.40%，最新价报1.76元；半导体设备ETF华夏（562590）上 涨3.38%，最新价报1.9元。 从资金净流入方面来看，科创半导体ETF近4天获得连续资金净流入，最高单日获得3.43亿元净流入， 合计"吸金"6.16亿元，日均净流入达1.54亿元；半导体设 ...

下跌方面，银行板块走势较弱，中国银行震荡下跌。 盘面上，市场热点快速轮动，全市场超4800只个股上涨。截至收盘，沪指涨1.29%，深成指涨2.19%，创业板指涨1.86%。 从板块来看，商业航天概念爆发，巨力索具、通宇通讯、神剑股份、中超控股等多股涨停。太空光伏概念持续走强，国晟科技、金晶科技、泽润新能、海优 新材封涨停。化工板块表现活跃，红宝丽3天2板，万丰股份4连板。贵金属概念探底回升，湖南黄金7天6板。AI应用概念反复活跃，浙文互联11天5板。 凤凰网财经讯 2月3日，市场探底回升，沪指、创业板指均涨超1%，深成指涨超2%。 沪深两市成交额2.54万亿，较上一个交易日缩量405亿。 涨停表现 | 封板率 | | 昨涨停今表现 | | | --- | --- | --- | --- | | 80.00% | | 4.57% | | | 封板 70 触及 18 | | 高开率 50% 获利率 | | | 一板 | 二板 | 三板 | 를 | | 60 | 5 | 2 | | | 连板率 | 19% | 29% | TI | ...

一、【早盘盘面回顾】 智通财经2月3日讯，市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%。沪深两市半日成交额1.6万亿，较上个交易日 缩量385亿。盘面上热点较为杂乱，全市场超4400只个股上涨。从板块来看，商业航天概念爆发，十余只成分股涨停，巨力索具、通宇通讯、神剑股份、中 超控股涨停。光伏概念持续走强，双良节能、奥特维涨停。化工板块拉升，红宝丽3天2板，万丰股份4连板。AI应用概念反复活跃，浙文互联11天5板。下 跌方面，有色金属板块再度下挫，贵金属概念领跌，四川黄金、招金黄金等多股跌停。截至收盘，沪指涨0.38%，深成指涨0.93%，创业板指涨0.76% 个股来看，今日早盘涨停数量为46家（不包括ST及未开板新股），封板率为80%，连板股数量为8家，皇台酒业、横店影视、万丰股份4连板，名雕股份、杭 电股份3连板，顺钠股份、中超控股、民爆光电2连板。 板块上，商业航天概念爆发，海兰信、巨力索具、派克新材、通宇通讯、中超控股、再升科技等10余股涨停，乾照光电、信维通信、三角防务、广联航空等 个股涨幅居前。 国盛证券研报称，在全球太空能源需求爆发、中美供应链加速重构的双重驱动下 ...

Market Overview - The market experienced fluctuations with the CSI A500 index rising by 0.65% after an initial surge and subsequent pullback [1] - The commercial aerospace sector saw significant growth, while the non-ferrous metals sector declined [1] ETF Performance - As of the morning close, ETFs tracking the CSI A500 index showed slight increases, with 12 ETFs exceeding a trading volume of 100 million yuan, and 2 surpassing 9.7 billion yuan [1] - The A500 ETF Fund and A500 ETF Huatai Baichuan had trading volumes of 10.922 billion yuan and 9.751 billion yuan, respectively [1] Market Sentiment and Outlook - A brokerage firm indicated that in February, there would be a large-scale withdrawal from broad-based ETFs and significant fluctuations in international gold and silver prices, leading to a noticeable cooling of market sentiment [1] - Despite the adjustments, the overall index is expected to have limited downside, with stabilization anticipated around the Chinese New Year after the earnings forecast disclosures [1]

市场热度:74 ◎ 50 100 0 两市成交额:1.6万亿 较上一日: - 385亿 凤凰网财经讯 2月3日，市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一 度涨超2%。截至午间收盘，沪指涨0.38%，深成指涨0.93%，创业板指涨0.76%。沪深两市半日成交额 1.6万亿，较上个交易日缩量385亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 | | 息手 | 别于 金额 | | 上证指数 | 4031.07 | 0.38 | 15.32 | 1820/460 | 0.13 | 4.00 7. | 75 6967.41 7. | | 深证成指 | 13952.38 | 0.93 | 128.03 | 2437/427 | 0.15 | 4.96 Z | 705 9072.73亿 | | 北证50 | 1532.90 | 2.16 | 32.47 | 225/59 | 0.08 | 492 7 | 1286 130.0 ...