Market Overview - Global market sentiment has improved significantly, with all major indices experiencing a rally [1] - Asian stock markets rebounded after a severe sell-off, with South Korea's market surging nearly 7% [2] - Japan's stock market saw a substantial increase of 2000 points, reaching a new high [3] Key Stock Movements - Samsung Electronics rose by 11%, while SK Hynix increased by 9.28% [4] - Indian stock market initially surged by 5% due to reduced tariffs from the US, later stabilizing around a 3% increase [5] Analyst Insights - Analysts suggest that the current rebound may be a "temporary reset" rather than a sign of restored confidence, with investors cautiously entering the market [6] - Deutsche Bank's Chief Investment Officer emphasized the importance of focusing on the entire supply chain, not just chips, in the context of AI investments [6] Commodity Performance - Gold prices increased by 5%, and silver prices rose by nearly 9.1%, recovering some losses from previous trading days [7] A-Share Market Performance - The A-share market showed a positive trend, with the Shanghai Composite Index rising by 1.29%, and the Shenzhen Component Index increasing by 2.19% [8] - A total of 4865 stocks in the two markets rose, with 83 stocks hitting the daily limit up [8] Sector Highlights - Space photovoltaic concept stocks experienced a surge, with companies like Dike Co. and Haiyou New Materials hitting the daily limit up [9] - Computing power hardware stocks continued their upward trend, with companies like Robot Co. and Tiantong Co. also reaching the daily limit up [9]

热门个股方面，寒武纪盘中大幅跳水，一度跌超13%，截至收盘跌幅缩窄，下跌9.18%。3日中午，寒武纪发布公告称，关于公司近期组织小范围交流等 信息为不实信息，公司目前研发进展顺利，经营稳步推进。 近期，国产AI芯片上市公司业绩陆续发布，主营情况均有好转，但股价表现上却不尽如人意。摩尔线程收盘报554.92元/股，跌2.65%，沐曦股份跌超 3%，报513.78元/股。 2月3日，亚太股市集体大反弹，日经225指数收报54720.66点，创历史新高。韩国综指收涨6.84%，报5288.08点。日韩股市较昨日大幅反弹，其中芯片 制造商三星电子和SK海力士成为最大的助推力，三星电子飙涨11%，创2020年3月以来最大单日涨幅。 A股指数集体走强，截至收盘，沪指涨1.29%，深证成指涨2.19%，创业板指涨1.86%。上涨股票数量超过4800只，逾80只股票涨停。 午后太空光伏概念持续拉升，国晟科技（603778）、金晶科技（600586）、泽润新能（301636）、海优新材封涨停，此前奥特维、鹿山新材 （603051）、福斯特（603806）、宇晶股份（002943）、金晶科技等多股涨停，帝科股份（300842）、 ...

2月3日，A股三大股指早盘高开低走触底反弹，截止午盘，沪指涨0.38%报4031.07点，深成指涨0.93% 报13952.38点，创业板指涨0.76%报3289.03点，科创50指数跌0.27%报1446.93点。沪深两市半日成交额 1.6万亿，较上个交易日缩量385亿。全市场超4400只个股上涨。 盘面热点较为杂乱，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，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。 热门板块 CPO等算力硬件股继续走强 CPO等算力硬件股继续走强，罗博特科、天孚通信涨超10%，股价均创历史新高，太辰光、炬光科技、 光库科技、天通股份等跟涨。 消息面上，国盛证券表示，算力产业链高景气周期背景下，光模块头部厂商在大陆和泰国加速扩产，预 计光模块行业2026年一季度将迎来产能集中释放，驱动业绩进入新一轮爬坡期。 太空光伏概念拉升 太空光伏概念震荡拉升，双良节能涨停，奥特维涨超10%，迈为股份、帝科股份、国晟科 ...