| 股票名称 | 涨跌幅 (%) | 主力资金流向 | 所属行) | | --- | --- | --- | --- | | 中超控股 | 9.96 | 14.35亿元 | 电网设备 | | 胜宏科技 | 1.1 | 6.76亿元 | 电子元件 | | 西部材料 | 6.64 | 6.01亿元 | 小金属 | | 双杰电气 | 16.58 | 5.98亿元 | 电网设备 | | 贵州茅台 | 1.86 | 5.46亿元 | 眼酒行」 | | 保变电气 | 10.04 | 5.45亿元 | 电网设备 | | 浙文互联 | 6.94 | 5.36亿元 | 文化传妙 | | 中国西电 | 7.59 | 5.28亿元 | 电网设备 | | 遥望科技 | 10 | 5.19亿元 | 互联网服 | | 立讯精密 | 1.03 | 5.16亿元 | 消费电- | | 美的集团 | 0.34 | 5.08亿元 | 家电行】 | | 利欧股份 | 6.33 | 5.07亿元 | 互联网服 | | --- | --- | --- | --- | | 润泽科技 | 3.46 | 4.45亿元 | 互联网服 | | 新易盛 | 4. ...

Market Performance - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 2.48%, the Shenzhen Component Index down by 2.69%, and the ChiNext Index decreasing by 2.46% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 26,066 billion yuan, a decrease of 2,558 billion yuan compared to the previous day, with over 4,600 stocks declining [1] Sector Performance - The sectors that experienced significant declines included precious metals, oil and gas extraction and services, chemicals, coal, steel, semiconductors, PEEK materials, and photolithography concept stocks [1] - In contrast, the liquor and electric grid equipment sectors showed strong performance [1] ETF Performance - The new economy ETF from Yinhua rose by 7.57%, while the food and beverage sector also saw gains, with the Penghua Fund liquor ETF and the Huabao food and beverage ETF increasing by 1.48% and 1.33%, respectively [1] - The electric grid equipment sector had a strong upward trend, with ETFs from Huaxia, Guangfa, and Guotai rising by 1.33%, 1.06%, and 1.01%, respectively [1] Specific Sector Issues - The non-ferrous sector faced a wave of limit-downs, with 30 non-ferrous themed ETFs, including the Industrial Bank gold stock ETF and the Yinhua non-ferrous ETF, hitting the limit down [2] - The semiconductor sector also saw a decline, with the China-Korea semiconductor ETF reaching its limit down [2]

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% [1][17] - International metal prices fell sharply across the board [4][20] - Various domestic futures contracts hit their daily limit down [6][22] Global Market Impact - The crash in gold and silver prices has adversely affected global stock markets, with the South Korean stock market dropping by 5% and the Japanese market initially rising by nearly 2% before closing down over 1% [7][23] - The Asia-Pacific markets reflected this trend, with the Korea Composite Index down 5.26%, the FTSE Indonesia Index down 3.95%, and the Nikkei 225 down 1.25% [24] Investor Behavior - Analysts noted a shift in investor sentiment towards reducing risk in "crowded trades," as investors reassess their positions amid high valuations and tightening financial conditions [8][24] - The market's tolerance for high-beta assets has decreased, leading to a movement of funds from momentum assets to cash and defensive stocks [8][24] Catalyst for Market Movement - The selection of former Federal Reserve Governor Kevin Warsh as the next Fed Chair is seen as a catalyst for the breakdown of high-momentum trades, as he is perceived to be less dovish than other candidates [9][25] - This has led to a strengthening of the dollar, suppressing sentiment in the foreign exchange market and impacting the entire commodities sector [9][25] A-Share Market Performance - In the A-share market, all three major indices fell over 2%, with the Shanghai Composite Index down 2.48%, the Shenzhen Component down 2.69%, and the ChiNext Index down 2.46% [10][26] - A total of 771 stocks rose, while 4652 stocks fell, with 123 stocks hitting their daily limit down [11][27] Sector Performance - The electric equipment sector showed resilience, with stocks like Tongguang Cable and Shuangjie Electric hitting their daily limit up [12][29] - In contrast, resource stocks, particularly in precious metals and oil and gas, faced significant declines, with multiple stocks hitting their daily limit down [12][31] - Semiconductor stocks also suffered, with companies like Zhaoyi Innovation and Wentai Technology hitting their daily limit down, and others dropping over 10% [12][32]

沪深两市成交额2.58万亿，较上一个交易日缩量2508亿。 白酒股延续涨势，皇台酒业3连板，金徽酒3天2板。 | 代码 | 名称 | 涨幅 | 现价 | | --- | --- | --- | --- | | 603919 | 金徽酒 | +10.00% | 23.98 | | 000995 | 皇台酒业 | +9.98% | 17.52 | | 600779 | 水井坊 | +7.44% | 44.78 | | 600199 | 金种子酒 | +5.17% | 10.98 | | 000799 | 酒鬼酒 | +3.48% | 58.80 | | 603198 | 迎驾贡酒 | +2.46% | 41.63 | | 000858 | 五粮液 | +2.18% | 107.29 | | 600702 | 舍得酒业 | +2.04% | 57.45 | | 603589 | 口子窖 | +1.97% | 29.98 | | 600519 | 贵州茅台 | +1.86% 1427.00 | | | 800228 | 老白干酒 | +1.49% | 16.37 | | 600809 | 山西汾酒 | +1.46% ...

2月2日，市场全天震荡调整，三大指数均跌超2%。截至收盘，沪指跌2.48%，深成指跌2.69%，创业板 指跌2.46%。 板块来看，白酒、电网设备逆势走强。有色金属、油气、化工、煤炭、半导体等板块跌幅居前。 全市场超4600只个股下跌，其中123只个股跌停。沪深两市成交额2.58万亿元，较上一个交易日缩量 2508亿。 不算特别意外，A股的二月行情迎来逆风开局。 与上周五（1月30日）的盘面类似，贵金属、有色金属、油气、化工等周期性板块开盘"无悬念"走弱， 市场悲观情绪快速蔓延。 以黄金、白银为例，截至周一盘中，现货黄金价格由上周四高点（5598美元/盎司）已跌至4500多美元/ 盎司。现货白银同样跌势未止，"金银家继续大跌""白银2天跌掉1个月涨幅"等话题引发关注。 早间，部分周末有利好的板块尚能获资金关注，大盘一度横向震荡；但随着时间推移，日内做多力量渐 弱，部分板块冲高回落。 另一方面，近期持续从宽基ETF流出的大资金，在13:54之前没有明显护盘迹象，令主要股指在下行时 缺乏抵抗。 不过，13:54后，规模前10的宽基ETF终于出现同步买单，这才将指数稍稍向上托举——但也仅此而 已。 沪指从上周五的4 ...

分析人士认为，随着人工智能技术的飞速发展，算力背后的电力支撑已成为制约行业发展的关键一环，变压器作为能源转换的核心枢纽，其战 略地位大幅提升。中国企业在该领域拥有全球最完整的产业链和极具竞争力的成本优势，在海外产能短期无法扩大的背景下，中国变压器企业 将长期受益于全球能源结构转型及AI基础设施建设带来的双重红利。未来几年，随着国内外电网投资的持续落地，具备核心技术优势和出海能 力的龙头企业有望持续兑现业绩。（文馨） 从更宏观的视角来看，中国电网设备行业正迎来历史性的发展窗口期，其核心逻辑在于国内与国际市场的有效共振。国内方面，为破解新能源 消纳与新型负荷激增的核心矛盾，以特高压为骨干、配电网为支撑的新型电力系统建设已全面提速；海外方面，全球电网升级浪潮与AI数据中 心爆发式增长，共同推升了高端电力设备的迭代需求，为具备技术与成本优势的中国龙头企业打开了广阔的出海空间。 国金证券发布的研究报告指出，变压器作为电网的核心设备，近几年出口情况始终维持高位。其中，技术难度更高、扩产周期更长的电力变压 器出口增速相比配电变压器更快。2025年1月至11月，电力变压器出口55亿美元，同比增长49%，而配电变压器出口25亿 ...

下载财联社APP获取更多资讯 准确 快速 权威 专业 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。 国内商品期货收盘普跌， 沪银、钯、铂、沪镍、沪锡、沪铜、沪铝、国际铜、不锈钢、原油、燃料油、铝合金、碳酸锂主力合约跌停 ；沪锌跌超 6%，LU燃油、纯苯跌超5%，乙二醇、液化气等跌逾4%，NR、焦炭等跌超3%，豆油、塑料等跌超2%，玻璃、红枣等跌超1%，玉米、淀粉等小幅下 跌；烧碱、原木等极少数品种收涨。 下跌方面，有色金属、油气、化工、煤炭、半导体等板块跌幅居前。其中 有色金属板块遭重挫 ，四川黄金、赤峰黄金、铜陵有色、西部矿业等多股 跌停。存储芯片概念大跌，兆易创新、开普云跌停。 三大指数均跌超2% 全市场超百股跌停 截至收盘，沪指跌2.48%，深成指跌2.69%，创业板指跌2.46%。 今日A股市场全天震荡调整，三大指数均跌超2%，科创50指数跌超3%。沪深两市成交额2.58万亿，较上一个交易日缩量2508亿。 7x24h电报 头条 ...

MACD金叉信号形成，这些股涨势不错！ 每经AI快讯，2月2日，市场全天震荡调整，三大指数均跌超2%，科创50指数跌超3%。沪深两市成交额 2.58万亿元，较上一交易日缩量2508亿元。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。下跌方面，有色金属、油气、化工、煤炭等板块跌幅居前。其中有色金属板块遭重挫，四川黄 金、赤峰黄金、铜陵有色、西部矿业等多股跌停。截至收盘，沪指跌2.48%，深成指跌2.69%，创业板 指跌2.46%。 ...

两市成交额:2.58万亿 市场热度:13 0 较上一日: -2508亿 今日预测量能: 0 50 100 2.58万亿 -2508亿 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。 下跌方面，有色金属、油气、化工、煤炭、半导体等板块跌幅居前。其中有色金属板块遭重挫，四川黄 金、赤峰黄金、铜陵有色、西部矿业等多股跌停。存储芯片概念大跌，兆易创新、开普云跌停。 凤凰网财经讯 2月2日，市场全天震荡调整，三大指数均跌超2%，科创50指数跌超3%。截至收盘，沪指 跌2.48%，深成指跌2.69%，创业板指跌2.46%。沪深两市成交额2.58万亿，较上一个交易日缩量2508 亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 涨跌家数 | | 总手 | 现手 金额 | | 上证指数 | 4015.75 ...

Market Performance - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 2.48%, the Shenzhen Component Index by 2.69%, and the ChiNext Index by 2.46% [1] - The North Stock 50 Index decreased by 2.03%, and the total trading volume in the Shanghai, Shenzhen, and Beijing markets was 26,066 billion yuan, a decrease of 2,558 billion yuan compared to the previous day [1] - Over 4,600 stocks across the three markets experienced declines [1] Sector Performance - The precious metals, oil and gas extraction and services, chemicals, coal, steel, semiconductor, PEEK materials, and photolithography concept stocks all saw significant declines [1] - Conversely, the liquor and electric grid equipment sectors showed resilience, with several stocks in these sectors hitting the daily limit [1] Commodity Market - There was a substantial sell-off in commodities during the Asia-Pacific trading session, leading to sharp declines in metals, oil and gas, chemicals, coal, and steel sectors [1] - Specific stocks such as Hunan Silver and Silver Nonferrous faced significant selling pressure, with nearly 10 billion yuan in sell orders and over 6 billion yuan in sell orders respectively [1] - More than 30 stocks, including Zhongman Petroleum and Intercontinental Oil & Gas, hit the daily limit down [1] Semiconductor Sector - The semiconductor sector also experienced a significant downturn, with stocks like Zhaoyi Innovation hitting the daily limit down, and Jiangbolong and Baiwei Storage dropping over 10% during trading [1] Resilient Sectors - The electric grid equipment sector benefited from policy support and increased demand for computing power, with stocks like Tongguang Cable and Baobian Electric hitting the daily limit up [1] - The liquor sector demonstrated strong performance, with stocks such as Jinhui Liquor and Huangtai Liquor reaching the daily limit up [1]