| # > = = = 2604 | 24832 -17.00% 67.40万 | | | --- | --- | --- | | 停 ag2604 国 | | | | | 1005.40 -16.00% 87.15万 | | | 停 au2604 国 | | | | # £2606 停 pd2606 国 # #2606 停 pt2606 国 | 413.70 -16.00% 552.15 -16.00% | 4176 6235 | | # 沪金2604 | | | 盘面上，全市场超4600只个股下跌，其中123只个股跌停。从板块来看，白酒概念反复活跃，皇台酒业3连板，金徽酒3天2板，水井坊触及涨停。电网设备 概念逆势走强，汉缆股份、白云电器、三变科技、保变电气等多股涨停。 工业金属方面，沪锡期货早早跌停，跌幅11%。铜、铝、镍、铸造铝合金期货午后跌幅扩大并触及跌停，沪镍期货跌幅11%，铜、铝期货跌幅9%，铸造铝 合金期货跌幅7%。此外，新能源金属碳酸锂期货盘中触及跌停，跌幅14%。 | 碳酸锂2605 | 133360 -13.39% 59.58万 | | | --- | --- | --- | | lc2 ...

| L | | w A股 | | | | --- | --- | --- | --- | --- | | A股 港股 美股 | 全球 商品 | | 外汇 | 汁 三 | | 已为您生成昨日市场智评 | | | 查看 | | | 内地股票 △ ⊙ | | | | | | 行情 | 资金净流入 | | 涨跌分布 | | | 上证指数 | 深证成指 | | 科创综指 | | | 4063.54 | 14006.25 | | 1790.74 | | | -54.41 -1.32% | -199.65 -1.41% -41.82 -2.28% | | | | | 万得全A | 创业板指 | | 北证50 | | | 6690.89 | 3306.94 | | 1514.43 | | | -92.90 -1.37% | -39.41 -1.18% -17.12 -1.12% | | | | | 沪深300 | 中证500 | | 中证A500 | | | 4656.16 | 8179.80 | | 5815.10 | | | -50.18 -1.07% -190.72 -2.28% | | | -83.02 -1.41% ...

2026.02.02 本文字数：885，阅读时长大约1分钟 作者 |一财阿驴 2月2日，A股三大指数震荡调整，截至收盘，沪指跌2.48%，深成指跌2.69%，创业板指跌2.46%。科创 综指跌3.95%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | n | 4015.75c | -102.20 | -2.48% | | 399001 | 深证成指 | Va | 13824.35c | -381.54 | -2.69% | | 399006 | 创业板指 | while | 3264.11c | -82.24 | -2.46% | | 000680 | 科创综指 | Vin | 1760.23c | -72.33 | -3.95% | 国内商品期市收盘普跌，沪银、铂、钯、沪铜等十余个品种跌停。具体来看，沪银、铂、钯、碳酸锂、 沪镍、沪锡、沪铜、沪铝、国际铜、不锈钢、SC原油、燃料油、铝合金封跌停，沪金跌超15%，沪锌 跌超6%，低硫燃料油、纯苯跌超5%，BR橡胶、苯乙烯、PTA ...

Market Overview - The A-share market experienced a decline on Monday, with all three major indices falling over 2%. The Shanghai Composite Index closed at 4015.75 points, down 2.48%, the Shenzhen Component Index at 13824.35 points, down 2.69%, and the ChiNext Index at 3264.11 points, down 2.46% [1] - The total trading volume in the Shanghai and Shenzhen markets was 2.58 trillion yuan, a decrease of 250.8 billion yuan compared to the previous trading day [1] Sector Performance - The electric grid equipment and liquor sectors showed strong performance, with stocks like Huan Tai Liquor and Jin Hui Liquor experiencing multiple days of gains, while Water Well Liquor hit the daily limit [2] - Conversely, resource cyclical sectors such as metals, oil and gas, chemicals, coal, and steel faced significant declines [1][2] Individual Stocks - Over 4600 stocks in the market experienced declines, indicating a broad-based sell-off [3] Institutional Insights - According to Jifeng Investment Advisory, the market is currently in a correction phase, but the overall trend remains upward. They suggest focusing on leading companies in previously popular sectors that have seen price corrections [4] - CITIC Securities noted that the price of Moutai has continued to rise, with expectations for the liquor sector to perform well around the Spring Festival. They believe the sector is currently undervalued and presents a strong bottom-fishing opportunity [4] - According to招商证券, the market is expected to remain volatile in February, particularly due to the upcoming Spring Festival, which may lead to decreased market activity [4] Industry Data - The Ministry of Industry and Information Technology projected that by 2025, the added value of the electronic information manufacturing industry will grow by 10.6% year-on-year, outpacing the overall industrial and high-tech manufacturing growth rates [6] - In December, the added value of the electronic information manufacturing industry increased by 11.8% year-on-year, with specific product outputs showing varied trends, such as a 5.8% decline in mobile phone production [6] Policy Developments - The Guangdong Provincial Development and Reform Commission announced a plan to support the construction of a carbon emissions trading market and the potential introduction of carbon emission-related futures products [7]

来源：中新经纬 2日，A股三大指数开盘涨跌不一，随后震荡下行，集体大跌超2%。截至收盘，沪指跌2.48%，深证成指跌2.69%，创业板指跌2.46%。全市成交额2.61万 亿，超4600只个股下跌。 板块方面，白酒板块领涨；电网设备概念逆势走强；午后食品饮料股局部异动，多股逆势上涨；培育钻石、特高压等板块涨幅居前。 贵金属板块大跌，招金黄金、中金黄金、四川黄金、湖南黄金等十余股跌停；存储芯片概念午后跌势扩大，多股跌停；煤炭板块持续走弱，多股大跌；油 气、农业、半导体芯片等方向跌幅居前。 | L | w A股 | | | | --- | --- | --- | --- | | A股 港股 美股 | 全球 | 商品 | 外汇 》三 | | 已为您生成昨日市场智评 | | | 查看 | | 内地股票 △ ⊙ | | | | | 行情 | 资金净流入 | | 涨跌分布 | | 上证指数 | 深证成指 | | 科创综指 | | 4015.75 | 13824.35 | | 1760.23 | | -102.20 -2.48% | -381.54 -2.69% | | -72.33 -3.95% | | 万得全A | 创 ...

Market Overview - Major A-share indices collectively declined, with the Shanghai Composite Index falling by 2.48% to 4015 points, the Shenzhen Component Index down 2.69%, and the ChiNext Index down 2.46% [1][2] - The trading volume in the Shanghai and Shenzhen markets was 2.58 trillion yuan, a decrease of 250.8 billion yuan compared to the previous trading day [1] Sector Performance - The precious metals sector experienced a significant downturn, with over 4600 stocks declining and more than a hundred hitting the daily limit down [1][2] - Semiconductor stocks also faced heavy losses, with several companies, including Zhongwei Semiconductor and others, dropping over 10% [2][7] - Telecom operators showed weakness, with China Unicom falling over 5% and other major telecom companies following suit [9] - The automotive sector saw declines, with companies like Zotye Auto and BYD dropping over 4% [11] - In contrast, the liquor sector saw gains, with Jinhuijiu and Huangtai Jiuye hitting the daily limit up [3][13] - The electric power equipment sector surged, with Yinen Electric rising nearly 22% and several other stocks hitting the daily limit up [15] Specific Stock Movements - Precious metals stocks collectively fell, with notable declines including Xiaocheng Technology down nearly 19% and several others hitting the daily limit down [5][6] - In the semiconductor sector, stocks like Jucheng Technology and Mingwei Electronics dropped over 13% [7][8] - Telecom stocks were negatively impacted by a new tax policy, with UBS predicting significant adverse effects on the profitability of major telecom operators [10] - Automotive companies reported declines in January delivery data, with BYD's new energy vehicle sales down 30.11% year-on-year [11][12] - The liquor sector's positive performance was attributed to unexpected demand ahead of the Spring Festival, with market expectations previously low [13][14] - The electric power equipment sector's growth was driven by increased investment from the State Grid, with fixed asset investments expected to reach 4 trillion yuan during the 14th Five-Year Plan [15][16]

此外，油气板块也出现跌停潮，中曼石油（603619）、准油股份（002207）、石化油服（600871）等多 股跌停。嘉实原油LOF、石油基金LOF、石油LOF、原油LOF易方达、中信保诚商品LOF、南方原油 LOF、大宗商品LOF、资源LOF、国投资源LOF等此前高溢价的场内资源品主题基金也集体跌停。 消息面上，国际油价持续下挫，美油、布油双双跌破5%，分别报61美元/桶和65美元/桶。据新华社报 道，美国总统特朗普1日对媒体表示，希望伊朗能与美国达成核协议，否则世界"很快就会看到"伊朗最 高领袖哈梅内伊的警告是否正确。 当天农业板块也跌幅居前，大北农（002385）、厦门象屿（600057）跌停，智慧农业、史丹利 （002588）等多股跟跌。 消息面上，2日下午，现货黄金一度失守4500美元/盎司，为1月9日以来首次，截至发稿跌至4528美元/ 盎司附近。现货白银也一度跌破72美元/盎司，日内跌超12%，现报72美元/盎司。贵金属市场的抛售情 绪显著扩散至其他品种。国内期货市场普跌，有超过10个期货品种主力合约封住或触及跌停，涉及黄 金、白银、铂、钯、铜、铝、镍、原油、碳酸锂等。 新湖期货认为，长期来看， ...

2026.02. 02 本文字数：885，阅读时长大约1分钟 作者 | 一财阿驴 2月2日，A股三大指数震荡调整，截至收盘，沪指跌2.48%，深成指跌2.69%，创业板指跌2.46%。科创综指跌3.95%。 | 代码 | 名称 | 两日图 | 现价 | 消失 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Vin | 4015.75c | -102.20 | -2.48% | | 399001 | 深证成指 | Vin | 13824.35c | -381.54 | -2.69% | | 399006 | 创业板指 | w/ my | 3264.11c | -82.24 | -2.46% | | 000680 | 科创综指 | > | 1760.23c | -72.33 | -3.95% | 具体到个股来看，中超控股、胜宏科技、西部材料获净流入14.24亿元、6.80亿元、6.39亿元。 国内商品期市收盘普跌，沪银、铂、钯、沪铜等十余个品种跌停。具体来看，沪银、铂、钯、碳酸锂、沪镍、沪锡、沪铜、沪铝、国际铜、不锈钢、SC 原油、燃 ...

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]

中国经济网北京2月2日讯 A股市场全天震荡调整。截至今日收盘，上证综指报4015.75点，跌幅2.48%，成 交额11635.33亿元；深证成指报13824.35点，跌幅2.69%，成交额14212.32亿元；创业板指报3264.11点，跌 幅2.46%，成交额6768.91亿元。 板块方面，白酒、电网设备板块涨幅居前，贵金属、油气开采及服务、工业金属等板块跌幅居前。 | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量 (万手) = 总成交额 (亿元) ▼ | 净流入 (亿元) ▼ | 上涨家数 | 下跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 白酒 | 2.60 | 573.98 | 363.45 | 6.54 | 19 | 1 | | 2 | 电网设备 | 2.09 | 4993.40 | 750.44 | 10.93 | 91 | 43 | | 3 | 银行 | -0.26 | 5472.13 | 417.21 | 23.77 | 17 | 24 | | র্ব | 影视院线 | -0.34 | 1654.92 | 1 ...