相关文章 南方财经2月4日电，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午后 跌幅收窄。截至收盘，沪指涨0.85%，深成指涨0.21%，创业板指跌0.4%。沪深两市成交额2.48万亿，较 上一个交易日缩量633亿。盘面上，市场热点快速轮动，全市场超3200只个股上涨。从板块来看，煤炭 概念掀起涨停潮，十余只成分股涨停，陕西黑猫、兖矿能源、中煤能源涨停。太空光伏概念爆发，中来 股份20cm涨停，国晟科技2连板。机场航运概念走强，中国东航、华夏航空涨停。房地产板块表现活 跃，荣安地产、财信发展、我爱我家涨停。氢能源概念快速拉升，京城股份、致远新能涨停。下跌方 面，AI应用、贵金属、算力硬件等板块跌幅居前。其中AI应用概念集体下挫，引力传媒、天地在线跌 停，值得买、世纪恒通等多股大跌。 南方财经2月4日电，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午后 跌幅收窄。截至收盘，沪指涨0.85%，深成指涨0.21%，创业板指跌0.4%。沪深两市成交额2.48万亿，较 上一个交易日缩量633亿。盘面上，市场热点快速轮动，全市场超3200只个股上涨。从板块来看，煤炭 ...

截至收盘，沪指涨0.85%，深成指涨0.21%，创业板指跌0.4%。 盘面上，市场热点快速轮动， 全市场超3200只个股上涨 。从板块来看， 煤炭概念掀起涨停潮 ，十余只成分股涨停，陕西黑猫、兖矿能源、中煤能 源涨停。 太空光伏概念爆发 ，中来股份20cm涨停，国晟科技2连板。机场航运概念走强，中国东航、华夏航空涨停。房地产板块表现活跃，荣安地 产、财信发展、我爱我家涨停。氢能源概念快速拉升，京城股份、致远新能涨停。 下跌方面，AI应用、贵金属、算力硬件等板块跌幅居前。其中AI应用概念集体下挫，引力传媒、天地在线跌停，值得买、世纪恒通等多股大跌。 今日A股市场探底回升， 沪指重返4100点 ，深成指翻红，此前一度跌超1%，创业板指午后跌幅收窄。沪深两市成交额2.48万亿，较上一个交易日缩 量633亿。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

下跌方面，AI应用、贵金属、算力硬件等板块跌幅居前。其中AI应用概念集体下挫，引力传媒 （603598）、天地在线（002995）跌停，值得买（300785）、世纪恒通（301428）等多股大跌。 盘面上，市场热点快速轮动，全市场超3200只个股上涨。从板块来看，煤炭概念掀起涨停潮，十余只成 分股涨停，陕西黑猫（601015）、兖矿能源（600188）、中煤能源（601898）涨停。太空光伏概念爆 发，中来股份（300393）20cm涨停，国晟科技（603778）2连板。机场航运概念走强，中国东航 （600115）、华夏航空（002928）涨停。房地产板块表现活跃，荣安地产（000517）、财信发展 （000838）、我爱我家（000560）涨停。氢能源概念快速拉升，京城股份（600860）、致远新能 （300985）涨停。 凤凰网财经讯 2月4日，市场探底回升，沪指重返4100点，深成指翻红，此前一度跌超1%，创业板指午 后跌幅收窄。截至收盘，沪指涨0.85%，深成指涨0.21%，创业板指跌0.4%。沪深两市成交额2.48万亿， 较上一个交易日缩量633亿。 ...

Market Overview - The A-share market experienced a volatile decline, with the Shanghai Composite Index turning negative and the ChiNext Index dropping over 2% during the session [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.62 trillion yuan, an increase of 116 billion yuan compared to the previous trading day [1] Sector Performance - The space photovoltaic concept saw a significant surge, with Zhonglai Co. hitting the daily limit up of 20% and Guosheng Technology achieving two consecutive limit-ups [3] - The coal sector rebounded collectively, with Yanzhou Coal, China Coal Energy, and Shanxi Black Cat all reaching the daily limit up [3] - The airport and shipping sectors strengthened, with China Eastern Airlines and Huaxia Airlines also hitting the daily limit up [3] - The real estate sector was active, with Rong'an Real Estate and Caixin Development reaching the daily limit up [3] - The hydrogen energy concept experienced a rapid rise, with Beijing Capital and Zhiyuan New Energy hitting the daily limit up [3] Declining Sectors - The precious metals sector opened high but fell back, with Zhaojin Mining and Sichuan Gold experiencing significant declines [3] - The AI application sector saw a collective downturn, with Yili Media hitting the daily limit down [3] Closing Summary - By the end of the trading session, the Shenzhen Component Index fell by 0.92%, and the ChiNext Index dropped by 1.74% [3]

Market Overview - The three major indices collectively turned negative during intraday trading, with the Shanghai Composite Index experiencing narrow fluctuations and the CSI A500 Index slightly declining [1] - The precious metals sector showed repeated activity, while oil and gas stocks continued to perform strongly. AI application concepts were active, and the real estate sector rebounded, albeit with fluctuations. In contrast, the semiconductor industry chain showed weak performance [1] ETF Performance - As of the morning close, the ETFs tracking the CSI A500 Index experienced slight declines. Notably, nine CSI A500-related ETFs had transaction amounts exceeding 100 million yuan, with two surpassing 6.8 billion yuan. The A500 ETF Huatai-PB and A500 ETF Fund had transaction amounts of 8.07 billion yuan and 6.806 billion yuan, respectively [1][2] - Specific ETF performance included: - A500 ETF Huatai-PB: Current price 1.330, down 0.08%, transaction amount 8.07 billion yuan - A500 ETF Fund: Current price 1.251, down 0.16%, transaction amount 6.806 billion yuan - CSI A500 ETF: Current price 1.259, down 0.24%, transaction amount 5.819 billion yuan [2] Market Sentiment and Outlook - A brokerage firm indicated that as the end of January approaches, the market's driving force is shifting towards verifying earnings growth and profit improvement due to the concentrated disclosure period of annual reports by listed companies. It is anticipated that the Shanghai Composite Index is likely to maintain a slight upward trend, and investors are advised to closely monitor macroeconomic data, changes in overseas liquidity, and policy developments [1]

Market Overview - On January 20, A-shares experienced a significant drop, with the ChiNext Index falling over 2% at one point, ultimately closing down 1.8% [1] - The chemical sector showed resilience, with several stocks such as Hongbaoli and Shandong Heda hitting the daily limit [1] AI and Semiconductor Sector - AI application stocks rose, with companies like Jiayun Technology and Yue Media hitting the daily limit [2] - The storage chip concept remained active, with Yingfang Micro, which plans to acquire shares in two semiconductor companies, also hitting the daily limit; Bawei Storage saw a nearly 200% increase over the last 120 trading days [2] - Micron Technology reported a worsening shortage of memory chips, indicating that supply tightness will persist beyond this year [2] Retail and Real Estate Sector - The retail sector strengthened, with Shanghai Jiubai and Xinhua Department Store hitting the daily limit, following the National Development and Reform Commission's announcement to develop a strategy for expanding domestic demand from 2026 to 2030 [2] - The real estate sector also saw gains, with stocks like Dayue City and Wo Ai Wo Jia hitting the daily limit [2] Financing and Market Dynamics - A-shares' financing balance decreased for the first time in two weeks, with a reported balance of 27,059 billion yuan, down 8.5 billion yuan from the previous day [4] - The electronic, communication, defense, computer, and basic chemical sectors were the main areas of net selling by financing clients, each exceeding 1 billion yuan in net sell amounts [5] - Analysts noted that the recent increase in margin requirements is likely aimed at cooling off overheated speculative trends, particularly affecting high-volatility sectors [6] - Despite short-term fluctuations, the long-term outlook for A-shares remains bullish, with expectations for new highs in the cross-year market [6]

Core Viewpoint - The Chinese stock market experienced slight declines, with the Shanghai Composite Index down by 0.07% and the Shenzhen Component Index down by 0.62%, indicating a mixed market sentiment amid varying sector performances [1]. Market Performance - The Shanghai Composite Index closed at 3913.76 points with a trading volume of 741.525 billion [1]. - The Shenzhen Component Index closed at 12996.61 points with a trading volume of 926.332 billion [1]. - The ChiNext Index closed at 3059.32 points with a trading volume of 412.990 billion [1]. Sector Highlights - The oil and gas extraction sector saw significant gains, with companies like Beiken Energy, Sinopec Oilfield Service, and Zhun Oil Co. hitting the daily limit [1]. - The real estate sector also performed strongly, with firms such as Yingxin Development, Guangming Real Estate, and Tianbao Infrastructure reaching the daily limit [1]. - The gold sector faced weakness throughout the day, with Western Gold and Hunan Gold dropping over 4% [1]. Other Notable Concepts - Concepts such as combustible ice, Tianjin Free Trade Zone, lab-grown meat, wind power equipment, and engineering machinery showed strong performance [1]. - Conversely, sectors like coal mining and processing, gas, and port shipping experienced notable declines [1].