人民财讯9月3日电，三连板西部黄金（601069）9月3日晚间发布股票交易风险提示公告称，自8月29日 起，公司股价累计涨幅达到39.01%，同期上证指数涨幅为-0.78%，公司股价短期波动幅度较大。目前黄 金市场热度较高，黄金采选和冶炼是公司主营业务之一，请投资者理性投资、审慎决策，注意投资风 险。 ...

西部黄金公告，公司股票自2025年8月29日至9月2日连续三个交易日内日收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动情形。2025年9月3日公司股票再次以涨停价收盘。自2025年8月29日起， 公司股价累计涨幅达到39.01%，同期上证指数涨幅为-0.78%，敬请广大投资者注意二级市场交易风险， 理性决策，审慎投资。 ...

格隆汇9月3日｜西部黄金(601069.SH)公告称，公司股票连续三个交易日收盘价格涨幅偏离值累计超过 20%，属于股票交易异常波动情形。经公司自查，目前未发现其他可能或已经对公司股票交易价格产生 重大影响的媒体报道或市场传闻。目前公司关注到黄金市场热度较高，黄金采选和冶炼是本公司主营业 务之一，敬请广大投资者理性投资、审慎决策，注意投资风险。 ...

消费板块中，啤酒、家电、汽车、节假日概念、航空、新消费概念等板块均纷纷下行。其中，华润啤酒（00291.HK）跌3.45%，海信家电 （00921.HK）跌5.07%，华住集团-S（01179.HK）跌1.93%，小鹏汽车-W（09868.HK）跌2.23%，比亚迪股份（01211.HK）跌2.53%，中国南 方航空股份（01055.HK）跌2.37%，中国国航（00753.HK）跌1.79%。 内房股、物管股、建材水泥股均承压走弱。世茂集团（00813.HK）跌7.69%，越秀地产（00123.HK）跌2.46%，雅生活服务（03319.HK）跌 3.58%，新城发展（01030.HK）跌2.45%，绿城中国（03900.HK）跌1.58%。 其它方面，机器人概念、特斯拉概念、脑机接口等板块等也都表现低迷。力劲科技（00558.HK）跌7%，南京熊猫电子股份（00553.HK）跌 4.17%，比亚迪电子（00285.HK）跌4.99%。 9月3日，港股三大指数集体走弱。截至收盘，恒生指数跌0.6%，国企指数跌0.64%，恒生科技指数跌0.78%。 分板块看，中资券商股跌幅居前。国联民生（01456.HK）跌 ...

黄金方面： 周二（9月2日）晚间公布美国8月份ISM制造业PMI数据录得48.7，虽然略超前值的48，但是不及市场预期的49。美国8月份ISM 制造业指数连续6个月处于荣枯线下方，暗示在美国的关税政策之下，美国的制造业有所萎缩。 另外近期避险情绪有所升温，英国30年期国债收益率创下了1998年以来的新高；法国30年期国债收益率飙升至近16年来的最高 水平；德国30年期国债收益率涨至近14年的最高位置；由于市场预期德国的投资计划以及欧元区各国可能增加国防开支将推高 债务水平，欧元区长端国债也将面临抛售压力。 百利好特约智昇研究资深分析师辰宇认为，近期美国的经济数据偏弱，暗示美国经济增长恐将放缓。同时由于近期避险情绪有 所升温，黄金价格表现偏强势。 技术面：日线上，近期行情震荡上行，表现比较强势。指标上看，20日和62日均线拐头向上，多头大概率将延续。日内关注行 情回调测试下方3504美元一线支撑情况。 原油方面： 随着美国关税政策的"落地"，近期国家间在贸易方面的博弈相对告一段落，原油价格的波动将回归基本面，而由于供需矛盾在 当前市场并不是特别突出，故原油价格在近期维持宽幅震荡的概率比较大。 从宏观方面看，当前 ...

Market Overview - The Hong Kong stock market opened high but closed lower, with the Hang Seng Index down 0.6% to 25,343.43 points and a total turnover of HKD 2,676.47 million [1] - The Hang Seng Tech Index fell 0.78% to 5,683.74 points, indicating a weak market sentiment despite improved funding conditions and a focus on industrial policies [1] Blue Chip Performance - Alibaba Health (00241) led blue-chip stocks, rising 4.58% to HKD 6.39, contributing 2.8 points to the Hang Seng Index [2] - Other notable gainers included CSPC Pharmaceutical (01093) up 4.47% and Zhongsheng Group (00881) up 3.1%, while BYD Electronic (00285) fell 4.99% [2] Sector Highlights - Large tech stocks showed mixed results, with Baidu up 2.79% and JD.com nearly 1% higher, while Alibaba fell 0.45% [3] - The innovative drug sector continued its upward trend, with WuXi AppTec (02268) up 9.3% and HAPO (02142) up 9.16% [3][4] - Gold stocks were active, benefiting from rising gold prices, with Lingbao Gold (03330) up 6.09% and Shandong Gold (01787) up 2.07% [5] Foreign Investment in Innovative Drugs - Foreign investments in Chinese innovative drug companies have increased, with GIC acquiring 40.22 million shares of HAPO at an average price of HKD 12.7133, totaling approximately HKD 5.11 billion [4] - The domestic innovative drug sector has seen significant growth, with 83 licensing agreements worth USD 84.53 billion this year [4] Robotics Sector Developments - The robotics sector is experiencing renewed interest, with Tesla emphasizing the importance of its robotics business [6] - MicroPort Robotics (02252) surged 13.28%, reflecting positive sentiment in the robotics industry [5] Notable Stock Movements - Changfei Optical Fiber (06869) rose 12.61% amid speculation about the demand for hollow-core optical fibers [7] - Huya Technology (01860) reported a 47% revenue increase to USD 938 million, with significant growth in its gaming segment [8] - China Tobacco Hong Kong (06055) reached a historical high, reporting an 18.52% revenue increase to HKD 10.316 billion [9] - Neway Group (01686) saw a decline of 13.81% despite a 10% revenue increase to HKD 2.938 billion [10]

Market Overview - The market experienced fluctuations with mixed performance across the three major indices, resulting in over 4,600 stocks declining in the Shanghai and Shenzhen markets [1] - Gold stocks continued to show strength, with Western Gold hitting the daily limit, while the military industry sector faced collective adjustments, with several stocks dropping over 10% [1] Daily Highlights Energy Storage - The energy storage sector saw significant gains, with multiple stocks such as Baoxin Technology and Tongrun Equipment hitting the daily limit, and Sunshine Power rising over 15% [3] - Reports indicate that Haitian Energy's factories have been operating at full capacity since March, with orders extending into October [3] - The energy cell market is experiencing a sudden shift from oversupply to a situation where orders cannot be fulfilled even with price increases [3] Domestic Chips - The domestic chip sector remained active, with Tianpu Co. achieving nine consecutive trading limits, and other companies like Taihe Technology and Shenghui Integration also hitting the daily limit [6] - TSMC announced that starting next year, the U.S. government will revoke the exemption for shipping critical equipment to its factories in mainland China [7] Gold - The gold sector continued to perform well, with Western Gold achieving three consecutive trading limits and spot gold reaching a historical high of $3,546.96 per ounce [9] - Morgan Stanley set a target price of $3,800 per ounce for gold in Q4 2025, while Bridgewater's founder noted a shift from U.S. Treasury bonds to gold among international investors [9] Sector Performance - The energy storage sector is expected to see a substantial increase in demand due to power shortages in emerging markets, with significant government support policies anticipated [5] - The global battery energy storage system installation reached 86.7 GWh in the first half of 2025, marking a 54% year-on-year increase, with expectations for continued growth [5] - The domestic chip sector is likely to accelerate as chip design companies shift towards local foundries, and domestic semiconductor equipment continues to improve [8]

国际金价延续强劲涨势，再度刷新历史纪录。 此外，市场高度关注将于本周五（9月5日）发布的美国8月非农就业报告，该数据被视为9月FOMC议息会议前最重要的就业指标。若数据表现不及预期， 市场对美联储本月降息的预期可能进一步升温。目前期货市场定价反映，投资者预计9月降息25个基点的概率约为90%。利率下行通常有利于黄金，因低 利率环境降低持有无息黄金的机会成本。 多家国际金融机构继续看好金价后市表现。瑞银将2026年上半年金价目标上调至3700美元/盎司；美国银行分析师则认为，国际金价有望在该时期触及 4000美元/盎司。 【免责声明】以上内容由百利好提供，仅供参考，不构成任何操作建议。据此操作，风险自担。 同日，A股黄金板块集体走强。西部黄金强势涨停，报26.51元/股，市值达242亿元，已连续三个交易日涨停；招金黄金、中金黄金、赤峰黄金及山东黄金 等个股也均有不同幅度上涨。 此前一日（9月2日），伦敦现货黄金在亚洲交易时段突破3500美元/盎司，最高触及3508.49美元/盎司，同样创出历史新高，并录得连续六个交易日上涨， 打破此前长达四个月的横盘格局。 市场分析认为，近期美联储高层人事变动引发部分投资者对其 ...

↑点击上面图片 加雪球核心交流群 ↑ A股今日涨跌不一，截至收盘，上证指数跌1.16%，深证成指跌0.65%，创业板涨0.95%。 全市场成交额23957亿元，较上日缩量5167亿元。全市场超4500只个股下跌。 板块题材上，光伏设备、游戏、贵金属板块涨幅居前；军工装备、证券、商业航天、乳业、稀土永磁板块跌幅居前。 01 A股继续调整，军工和券商板块领跌 随着指数的回调，前期涨幅较多的军工板块和券商板块在今天也迎来了调整。个股方面，军工板块的北方长龙20cm跌停，长城军工10cm跌停，中 航成飞跌14.34%；券商板块的国盛金控接近跌停，太平洋、湘财股份、中银证券跌幅居前。 | 中航成飞 | 90.99 | -14.34% | | | --- | --- | --- | --- | | SZ302132 | | | | | 恒宇信通 | 65.96 | -13.66% | 111.61 | | SZ300965 | | | | | 中无人机 | 50.00 | -13.42% | 2076.82 | | SH688297 | | | | | 航天南湖 | 35.73 | -13.38% | 850.76 | ...

Group 1: Gold Market Insights - Gold prices surged over 1% on September 2, breaking the historical high of $3,500 per ounce, driven by investor demand for safe-haven assets amid economic uncertainty [1][2] - Year-to-date, gold has seen a cumulative increase of 34.5%, significantly outperforming other asset classes [1][2] - The recent rise in gold prices is attributed to heightened expectations of a 25 basis point rate cut by the Federal Reserve in September, with a 90% probability of this occurring according to CME FedWatch [2][3] Group 2: U.S. Manufacturing Sector - The U.S. manufacturing sector has been in contraction for six consecutive months, with the PMI rising slightly from 48.0 to 48.7 in August, still below the neutral 50 mark [2] - Manufacturing accounts for approximately 10.2% of the U.S. economy, and its weakness is impacting employment, investment, and consumption [2] - Factory construction spending fell by 6.7% year-on-year in July, indicating a cooling investment sentiment in the manufacturing sector [2] Group 3: Federal Reserve and Economic Policy - Concerns over the independence of the Federal Reserve have increased following President Trump's dismissal of a Fed board member, contributing to a rise in safe-haven buying [3] - The market is closely monitoring upcoming economic data releases, including non-farm payrolls and inflation reports, which could influence Fed policy and gold prices [5] - The uncertainty surrounding U.S. trade policies and tariffs is expected to continue affecting investor sentiment and gold demand [3][5] Group 4: Oil Market Dynamics - International oil prices have been supported by U.S. sanctions on Iranian oil exports and expectations that OPEC+ will not adjust production levels in the near term [6][8] - WTI crude oil closed at $65.37 per barrel, while Brent crude settled at $69 per barrel, reflecting a rise due to sanctions and declining U.S. oil inventories [6][8] - The market is cautious about the demand outlook due to weak economic data, which could limit further price increases [6][8]