【导读】沪银主力合约开盘跌停，日韩股市早盘快速拉升 一起来关注下日韩股市及最新资讯。 沪银主力合约开盘跌停 2月2日，国内贵金属期货开盘普跌，沪银主力合约跌停，铂、钯跌超15%，沪金、沪锡跌超9%。 2月2日，上海黄金交易所发布通知称，调整白银延期合约保证金水平和涨跌停板。 个股方面，藤仓、高岛屋、日本永旺等涨幅居前。 | 名称 | 现价 | 涨跌幅 ⇒ | 总市值 三 | | --- | --- | --- | --- | | 藤仓 | 20630.0 | 5.42% | 61037亿 | | 5803.T | | | | | 高岛屋 | 2022.5 | 4.79% | 6382亿 | | 8233.T | | | | | 日本永旺 | 2210.0 | 4.49% | 61516亿 | | 8267.T | | | | | 太阳诱电 | 3383.0 | 4.38% | 4405亿 | | 6976.T | | | | | 荏原制作所 | 4854.0 | 4.25% | 22435亿 | | 6361.T | | | | | TDK电子 | 2067.0 | 4.34% | 40180亿 | | 67 ...

来源：市场资讯 （来源：今日金价行情） 24K99讯 现货黄金周四(11月13日)收盘大幅下挫，脱离盘中稍早触及的三周高点，美国政府历经史上最 久关门后终于恢复运作，金融市场普遍遭遇抛售压力。 分析师指出，美联储降息预期前景骤变令市场承压。此外，部分投资者在金价此前几个交易日飙升后的 获利了结也打击金价。 独立金属交易员Tai Wong说："贵金属遭遇广泛的抛售，不仅如此，股市、债券、美元、加密货币，也 都承受着压力。这正是在政府重开之后出现的典型'买消息、卖新闻'行情。" Monex USA驻华盛顿交易主管Juan Perez说："尽管停摆已经结束，但我们多久才能恢复正常？多久才能 看到数据？我们什么时候才能基于9月和10月可靠的美国统计数据，来进行真实、准确的分析？这一切 仍是未知数。" 分析人士表示，在美国经济数据逐步恢复发布前，市场的高波动性局势可能仍将持续。 美股周四遭遇猛烈抛售，投资者对未来利率政策的预期转弱，美联储12月降息机率跌破50%，加剧主要 指数跌势。 道指周四大跌797.6点，跌幅1.65%；标普500指数重挫1.66%；纳指大跌2.29%，三大指数均创下自10月 10日以来最糟糕单日 ...

Summary of WeiChai Power Conference Call Company and Industry Overview - **Company**: WeiChai Power (2338.HK, 000338.SZ) - **Industry**: Heavy-duty truck (HDT) market in China Key Points and Arguments 1. **Sales Performance**: WeiChai sold 12.1k HDT units in February 2025, representing an 18% year-over-year increase, which is lower than the industry's 36% year-over-year growth [1] 2. **Monthly Comparison**: The sales in February 2025 decreased by 3% month-over-month, while the industry experienced a 13% month-over-month increase [1] 3. **Market Share**: WeiChai's market share declined to 14.9% in February 2025, down from 17.3% in February 2024 and 17.4% in January 2025, indicating a loss of 2.3 percentage points year-over-year and 2.4 percentage points month-over-month [1] 4. **Revenue Exposure**: Over half of WeiChai's revenue is linked to the HDT market in China, making ShaanQi's sales volume a critical indicator for WeiChai's share price [4] 5. **Stock Rating**: WeiChai Power is rated as "Overweight" with a price target of HK$20.00, indicating a potential upside of 26% from the closing price of HK$15.90 on March 14, 2025 [6] 6. **Earnings Projections**: Projected EPS for WeiChai is expected to grow from Rmb1.03 in FY23 to Rmb1.63 in FY26, reflecting a positive outlook for earnings growth [6] 7. **Valuation Methodology**: An A-H premium of 12% is applied based on its five-year historical average, leading to the A-share price target of Rmb20 [9] Risks and Considerations 1. **Upside Risks**: - Stronger-than-expected earnings contribution from KION - Better-than-expected volume growth in engine and HDT sales - Expanding A-H premium [10][12] 2. **Downside Risks**: - Slower-than-expected fixed asset investment (FAI) growth - Market share loss in the engine/HDT market - Compression of the A-H premium [10][12] Additional Insights - The HDT industry is anticipated to be in a mild up-cycle during 2025-2026, which is expected to support earnings growth for WeiChai [10] - The demand for large-bore engines is projected to benefit from domestic AI capital expenditure acceleration, which is still in its early stages [10] This summary encapsulates the essential insights from the conference call regarding WeiChai Power's performance, market dynamics, and future outlook, along with associated risks.