台股指数下跌1.4%，在投资者降低总仓位的触发下，32，000点下方动能回撤，成长型板块受创尤为严重。 台积电股价基本持平，但其他权重股(联发科-3.1%、台达电-3.7%、鸿海-2.7%、国巨-7%)表现均逊于大盘。 然而，根据外资反馈，市场情绪似乎保持稳健，未出现恐慌性抛售，市场人士甚至在关注买入机会，尽管区域及 隔夜市场尚未从抛售中企稳。 台积电股价基本持平，但其他权重股(联发科-3.1%、台达电-3.7%、鸿海-2.7%、国巨-7%)表现均逊于大盘。 然而，根据外资反馈，市场情绪似乎保持稳健，未出现恐慌性抛售，市场人士甚至在关注买入机会，尽管区域及 隔夜市场尚未从抛售中企稳。 动能板块出现多只个股跌停，如存储板块(南亚科-10%、群联-10%、华邦电-10%、力积电-10%)。 非科技板块也并非避风港，其中石化板块跌幅最大，达6.7%。 与1月的狂热相比，今日交易台成交量较轻，市场成交额环比下降21%。 动能板块出现多只个股跌停，如存储板块(南 台股指数下跌1.4%，在投资者降低总仓位的触发下，32，000点下方动能回撤，成长型板块受创尤为严重。 ...

公 司 报 告 兆易创新(603986.SH) 受益于存储行业周期上行，公司业绩实现稳健增长 推荐 ( 维持) 股价:283.39元 主要数据 | 行业 | 电子 | | --- | --- | | 公司网址 | www.gigadevice.com | | 大股东/持股 | 朱一明/6.86% | | 实际控制人 | 朱一明 | | 总股本(百万股) | 697 | | 流通A股(百万股) | 668 | | 流通B/H股(百万股) | 29 | | 总市值(亿元) | 1,979 | | 流通A股市值(亿元) | 1,893 | | 每股净资产(元) | 26.11 | | 资产负债率(%) | 11.4 | 行情走势图 电子 2026年02月03日 证券分析师 事项： 兆易创新披露2025年度业绩预告以及关于2026年上半年度日常关联交易预计 额度的公告。 平安观点： 证 研 究 报 告 | | 2023A | 2024A | 2025E | 2026E | 2027E | | --- | --- | --- | --- | --- | --- | | 营业收入(百万元) | 5,761 | 7,356 ...

Core Viewpoint - The U.S. stock market saw all three major indices rise on February 2, with significant gains in the storage sector, driven by strong performance from companies like SanDisk, Western Digital, and Seagate Technology [1] Group 1: Company Performance - SanDisk's performance exceeded expectations, leading to a more than 15% increase in its stock price [1] - Western Digital's stock rose nearly 8%, reflecting positive market sentiment [1] - Seagate Technology experienced a stock increase of over 6%, contributing to the overall strength of the storage sector [1] Group 2: Industry Insights - The average selling price (ASP) of NAND flash memory increased by over 30%, as reported by major NAND flash manufacturers SK Hynix and SanDisk in their Q4 2025 financial reports [1]

当地时间2月2日，美股三大股指集体上涨。存储概念股全线拉升，闪迪大涨超15%，创收盘价新高。 大宗商品市场方面，隔夜黄金及白银现货价格继续下跌，但跌幅较前一日明显收窄，白银期货价格由跌转涨。业内机构表示，白银价格波动较大，而金价 继续下调空间相对有限。 美股三大股指集体上涨 当地时间2月2日，美股三大股指集体上涨。Wind数据显示，截至收盘，道指、纳指、标普500指数分别上涨1.05%、0.56%、0.54%。 从行业板块表现看，存储概念股全线拉升，闪迪大涨超15%，报665.24美元/股，创收盘价新高。除闪迪外，希捷科技、西部数据、美光科技等股价集体上 涨。 美国大型科技股涨跌互现。截至收盘，苹果涨超4%，英伟达跌近3%。 国际金价继续承压 白银期货价格由跌转涨 从大宗商品市场表现看，经历前一交易日历史性大跌后，隔夜国际贵金属价格整体上继续承压，但黄金期货及现货价格跌幅较前一日明显收窄，白银期货 价格转涨。 Wind数据显示，截至北京时间2月3日5:50，COMEX黄金期货价格、伦敦金现货价格分别下跌1.05%、4.75%。COMEX白银期货价格涨1.2%，伦敦银现价 格跌近7%。 | 伦敦金现 | 伦敦银 ...

当地时间2月2日，美股三大股指集体上涨。数据显示，截至收盘，道指、纳指、标普500指数分别上涨1.05%、0.56%、0.54%。 当地时间2月2日，美股三大股指集体上涨。存储概念股全线拉升，闪迪大涨超15%，创收盘价新高。 大宗商品市场方面，隔夜黄金及白银现货价格继续下跌，但跌幅较前一日明显收窄，白银期货价格由跌转涨。业内机构表示，白银价格波动较大，而金价 继续下调空间相对有限。 美股三大股指集体上涨 数据显示，截至北京时间2月3日5:50，COMEX黄金期货价格、伦敦金现货价格分别下跌1.05%、4.75%。COMEX白银期货价格涨1.2%，伦敦银现价格跌 近7%。 从行业板块表现看，存储概念股全线拉升，闪迪大涨超15%，报665.24美元/股，创收盘价新高。除闪迪外，希捷科技、西部数据、美光科技等股价集体上 涨。 美国大型科技股涨跌互现。截至收盘，苹果涨超4%，英伟达跌近3%。 | 贵金属 | | | | --- | --- | --- | | 伦敦金现 | 伦敦银现 | COMEX黄金 | | 4662.590 | 79.304 | 4695.3 | | -232.52 -4.75% | -5.955 ...

Group 1: Technology Sector - Major tech stocks showed mixed performance, with Apple rising over 4%, Google and Amazon up over 1%, while Nvidia fell nearly 3% and Tesla dropped nearly 2% [2] - Apple is exploring a new model with a smaller size and a square flip-fold design [2] - Semiconductor stocks mostly increased, with the Philadelphia Semiconductor Index up 1.7%, Micron Technology rising over 5%, Intel nearly 5%, and Texas Instruments over 4% [2] - The storage sector strengthened, with SanDisk up over 15%, Western Digital nearly 8%, and Seagate Technology over 6%. SanDisk's performance exceeded expectations [2] - NAND flash memory average selling prices (ASP) increased by over 30% according to data from SK Hynix and SanDisk [2] Group 2: Energy Sector - The energy sector declined across the board, with ExxonMobil down over 2%, Chevron falling over 1%, ConocoPhillips down over 2%, Schlumberger down 0.68%, and Occidental Petroleum dropping over 3% [2] Group 3: Precious Metals - Spot gold briefly returned to $4,800 per ounce before closing at $4,658 per ounce, while spot silver saw a decline of 7% to $79 per ounce [3] - On February 3, spot gold opened up over 1% at $4,703 per ounce, with spot silver at $81 per ounce, rising over 2% [3] Group 4: Oil Market - International crude oil prices fell, with WTI crude futures down 4.71% to $62.14 per barrel and Brent crude futures down 4.36% to $66.30 per barrel [4] Group 5: Cryptocurrency Market - Major cryptocurrencies saw price increases, with Bitcoin returning above $78,000 after dipping to $74,560 [4] - Over the past month, Bitcoin has faced liquidity issues, with a net outflow of $1.61 billion from Bitcoin ETFs in January 2026 [4] Group 6: U.S. Federal Reserve - CME's "FedWatch" indicates an 8.9% probability of a 25 basis point rate cut by March, with a 91.1% chance of maintaining current rates [6] - The probability of a cumulative 25 basis point cut by April is 22.5%, while the chance of maintaining rates is 76.0% [6] Group 7: U.S.-India Trade Relations - President Trump announced a trade agreement with Indian Prime Minister Modi, reducing tariffs on U.S. goods from 25% to 18% [7] - Modi committed to significantly increasing purchases of U.S. products, including over $500 billion in energy, technology, agricultural products, and coal [7] - India agreed to stop purchasing Russian oil and increase purchases from the U.S. [8]

Market Performance - The U.S. stock market showed stability as the sell-off in precious metals and cryptocurrencies eased, with better-than-expected PMI data contributing to gains across major indices [1] - The S&P 500 index closed up 0.54% at 6976.44 points, the Nasdaq Composite rose 0.56% to 23592.11 points, and the Dow Jones Industrial Average increased by 1.05% to 49407.66 points [1] Sector Performance - The S&P 500 index is close to its historical closing high, just 2.16 points away from 6978.60 points and approximately 20 points from its intraday high of 7002.28 points [3] - Notable stock movements included Nvidia down 2.89%, Google-A up 1.68%, Apple up 4.06%, and Amazon up 1.53% [3] - The "storage giants" performed well, with SanDisk up 15.44%, Micron Technology up 5.52%, Seagate Technology up 6.2%, and Western Digital up 7.99% [3] - The rare earth sector saw mixed results, with U.S. Antimony up 7.23%, while other companies like U.S. Rare Earths and Critical Metals experienced fluctuations [3] Cryptocurrency Impact - Bitcoin fell below $80,000, leading to a significant drop in Robinhood Markets by 9.62%, making it the largest decliner in the S&P 500 [4] - Other cryptocurrency-related stocks also faced declines on the same day [4] Chinese Stocks - Chinese stocks showed mixed performance, with the Nasdaq Golden Dragon China Index down 0.65% [5] Commodity Market - International oil prices fell, with WTI crude oil down $2.88 to $62.33 per barrel, a decline of 4.42% [6] - COMEX gold futures dropped $64.20, or 1.35%, to $4680.9 per ounce, while COMEX silver futures rose slightly by $0.73, or 0.93%, to $79.265 per ounce [6] - Spot gold decreased by $205.25, or 4.22%, to $4660.1 per ounce, and spot silver fell by $5.49, or 6.48%, to $79.21 per ounce [6]

（标普500指数日线图，来源：TradingView） 周一收盘后，标普500指数又回到挑战新高的位置上。该指数距离历史收盘新高（6978.60点）只差2.16点，距离盘中新高 （7002.28点）也只差20余点。 昨夜今晨，随着贵金属和加密货币市场的抛售风暴缓和，美股市场整体表现平稳。好于预期的PMI数据也助推三大指数低开 后走高，并悉数收涨。 截至收盘，标普500指数涨0.54%，报6976.44点；纳斯达克综合指数涨0.56%，报23592.11点；道琼斯工业平均指数涨 1.05%，报49407.66点。 中概股周一涨跌互现，纳斯达克中国金龙指数收跌0.65%。 截至收盘，阿里巴巴跌0.69%、京东涨0.18%、百度跌3.01%、拼多多涨2.38%、哔哩哔哩跌2.35%、蔚来跌3.83%、网易涨 0.19%、富途控股跌0.52%、理想汽车跌0.54%、小鹏汽车跌8.29%。 本周将有超过100家标普500成分股公布财报，其中包括科技巨头亚马逊和谷歌母公司Alphabet。FactSet数据显示，目前约 有三分之一的标普500成分股已经公布业绩，近8成公司超越预期。 备受投资者关注的现货黄金、白银在过去几 ...

记者丨张嘉钰 吴斌 赖镇桃 美股存储板块走强，闪迪涨超12%，希捷科技涨超5%，西部数据涨超4%。消息面上， 闪迪 2026 财 年 第 二 季 度 营 收 达 30.3 亿 美 元 ， 同 比 增 长 61%； 净 利 润 为 8.03 亿 美 元 ， 同 比 增 长 672%。 花旗集团将闪迪目标价从490美元上调至750美元。 加密货币概念股普跌，Strategy跌超6%。甲骨文涨超3%，公司启动美元债发行计划。迪士尼 跌超8%，创11月以来最大盘中跌幅，公司Q1营收259.8亿美元，同比增5%。 中概股普跌，纳斯达克中国金龙指数跌0.67%，小鹏汽车跌超10%，蔚来跌超5%，爱奇艺跌超 3%， 百度、 哔哩哔哩跌超1%。苏轩堂药业逆势大涨，涨超40%，叮咚买菜涨超7%。 大宗商品方面，贵金属持续调整，截至发稿，现货黄金跌2.43%，现货白银跌3.89%，沪银跌 超19%。据财联社报道，数据显示，黄金三十日波动率已攀升至44%以上，创2008年金融危机 以来最高。这一水平超过了比特币约39%的波动率。 编辑丨黎雨桐 2月2日，美股集体低开，截至23:24，三大指数转涨，道指涨0.71%，纳指涨0.72% ...

TrendForce集邦咨询指出，由于2025年第四季PC整机出货优于预期，目前PC DRAM仍普遍缺货，即便 是确定取得原厂供给的tier-1 PC OEM业者，DRAM库存水平仍有下滑。在卖方市场格局抬升合约价商 谈行情的背景下，预计2026年第一季PC DRAM价格将季增100%以上，涨幅达历史新高。 智通财经APP获悉，周一，存储板块走强，闪迪(SNDK.US)涨超7%，希捷科技(STX.US)涨超5%，西部 数据(WDC.US)涨超4%，美光科技(MU.US)涨超2%。消息面上，根据TrendForce集邦咨询最新存储器产 业调查，2026年第一季AI与数据中心需求持续加剧全球存储器供需失衡，原厂议价能力有增无减， TrendForce集邦咨询据此全面上修第一季DRAM、NAND Flash各产品价格季成长幅度。预估整体 Conventional DRAM合约价将从一月初公布的季增55-60%，改为上涨90-95%，NAND Flash合约价则从 季增33-38%上调至55-60%，并且不排除仍有进一步上修空间。 ...