国内多种期货合约跌停。 2月2日，贵金属继续崩盘。现货白银一度抹去今年迄今全部涨幅，盘中暴跌14%，黄金暴跌约10%。 国际金属价格全线暴跌。 这一波金银的崩盘，也连累了全球股市。 韩国股市暴跌5%，日本股市早盘一度涨近2%，尾盘跌超1%。 | 亚太市场 | | | | | --- | --- | --- | --- | | | 最新 = | 涨幅 ◆ 涨跌 = > | 取消排序 | | 4949.670 | | -5.26% -274.690 | 韩国综合 | | | | | KS11 | | 富时印尼指数 | | 2925.190 -3.95% -120.220 | WIIDN | | 富时亚太指数 | 472.810 | -2.33% -11.280 | | | | | | AW06 | | | | 52655.180 -1.25% -667.670 | 日经指数 | | | | | N225 | | 富时东盟 40指数 | | 13478.210 -1.07% -145.810 | | | | | | FS0003 | | 澳大利亚普通股指数 | | 9068.800 -1.05% -96.000 | ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 没想到这短短几天，天天见证历史！ 2月2日，贵金属继续崩盘。 现货白银一度抹去今年迄今全部涨幅，盘中暴跌14%，黄金暴跌约 10%。 国际金属价格全线暴跌。 国内多种期货合约跌停。 | 跌停 | 跌停 | 跌停 | | --- | --- | --- | | 沪银主连 | 沪金主连 | 沪铜主连 | | 24832 | 1005.40 | 98580 | | -5087 -17.00% | -191.52 -16.00% | -9760 -9.01% | | 大幅下跌 | 跌停 | 跌停 | | 碳酸锂主连 | 原油主连 | 沪铝主连 | | 132500 | 449.0 | 23035 | | -21480 -13.95% | -33.9 -7.02% | -2280 -9.01% | 新加坡Vantage Point Asset Management首席投资官尼克·费雷斯这样描述：上周五出现的避险 式回调并延续到今天亚洲（美债收益率上行、股市下跌、美元走强、贵金属大幅回调），背后逻辑 是市场认为美联储可能转向更鹰派 ...

Market Overview - Precious metals experienced a significant crash, with spot silver erasing all gains for the year, plummeting by 14%, while gold fell approximately 10% [2] - International metal prices saw a widespread decline, with notable drops in various commodities [4] Price Movements - New York gold dropped by 9.01% to $1,900.87, platinum fell by 10.40%, copper decreased by 5.75%, and nickel dropped by 8.00% [5] - Domestic futures contracts also hit their limit down [6] Global Market Impact - The crash in gold and silver prices negatively affected global stock markets, with the South Korean stock market falling by 5% and Japan's market initially rising by nearly 2% before closing down over 1% [7] - Major indices in Asia, including the Korean Composite Index and the Nikkei Index, reported declines of over 2% [8][11] Investor Sentiment - Analysts noted that the market's movements reflect a reduction in risk appetite among investors, who are reassessing positions amid high valuations and tightening financial conditions [9] - The selection of Kevin Warsh as the next Federal Reserve Chair is seen as a catalyst for the shift towards a more hawkish monetary policy, contributing to a stronger dollar and impacting commodity markets [9][10] Sector Performance - In the A-share market, all three major indices fell over 2%, with the Shanghai Composite Index down by 2.48% and the Shenzhen Component Index down by 2.69% [11] - The resource sector faced collective adjustments, particularly in precious metals and oil and gas, with several stocks hitting their daily limit down [14] Stock Specifics - In the A-share market, 771 stocks rose while 4652 stocks fell, with notable strength in the electric grid equipment sector and continued gains in liquor stocks [12] - Semiconductor stocks also faced significant declines, with companies like Zhaoyi Innovation and Wentai Technology hitting their daily limit down [16]

Group 1 - The core viewpoint of the articles highlights the strong performance of the brokerage sector, particularly as the Shanghai Composite Index surpassed 3500 points, marking a new high for the year [1] - The brokerage sector is characterized as a "high beta asset," with its main business closely tied to the performance of the capital market. The sector has seen comprehensive improvement across five major business areas since the recovery of the A-share market in 2025 [1] - In the first quarter of this year, the brokerage sector reported a robust year-on-year revenue growth of 20.93% and a net profit attributable to shareholders growth of 79.56%. Key drivers include proprietary investment (up 45% year-on-year) and brokerage business (up 49% year-on-year) [1] - Current market conditions indicate a dual approach of stabilizing and entering the market, with ongoing measures to stabilize the stock market expected to attract long-term capital, potentially smoothing out equity asset volatility and enhancing returns [1] - The increase in household savings, coupled with declining interest rates, is making equity assets more attractive, suggesting that personal savings may shift towards the market, creating significant incremental space for capital inflow [1] - Overall, the enhanced inherent stability of the capital market is expected to provide room for incremental capital inflow, driving growth in brokerage, margin financing, and stock derivatives businesses, thereby expanding the performance and valuation space of the brokerage sector [1] Group 2 - Investors are encouraged to consider the brokerage ETF (159842), which tracks the CSI All Share Securities Companies Index (399975.SZ) and covers 49 brokerage stocks, facilitating easy access to investment opportunities in the sector [2] - The brokerage ETF currently has a management fee rate of only 0.15% and a custody fee rate of 0.05%, making it one of the lowest fee ETFs tracking the CSI All Share Securities Companies Index, with a combined fee structure of "0.15% + 0.05%" being among the industry's lowest [2]