金价持续剧烈波动，金店坐不住了。 2月6日深夜，中国黄金集团黄金珠宝股份有限公司（以下简称"中国黄金"）于微信公众号发布公告称，自2026年2月7日起，在周六、周 日及法定节假日等上海黄金交易所非交易日期间，公司暂停办理贵金属回购业务。 据央广网报道，知名财税审专家刘志耕分析称，近期贵金属价格波动加剧，为黄金回购业务带来了较大的运营风险与定价难题。中国黄 金此次调整回购业务规则，将该业务限定在交易日办理，核心目的主要有三： 一是匹配市场价格机制，黄金价格以交易所实时报价为基准。非交易日无法获取公允市价，暂停回购可有效避免定价争议、规避经营被 动，保障业务有序运营； 二是控制企业风险敞口，在价格剧烈波动阶段，若在缺乏市价参考的情况下收购实物黄金，企业可能因次日市场价格跳空产生显著价差 损失，面临较大亏损风险，此次调整正是企业主动做好风险防控的举措； 三是提升服务一致性，统一线上线下回购渠道的规则，不仅有助于规范服务流程、保障运营有序，减少消费者误解，还能实现资金、库 存与结算的统一管理，进一步提升整体运营效率。 刘志耕表示，此次规则调整并非为了限制消费者权益，而是企业结合当前市场现状作出的审慎操作，也是对业务规 ...

港股今日强势反弹，恒生指数重新站上两万七大关，恒科指数午后一度涨超2%。截至收盘，恒生指数 涨1.76%或467.21点，报27027.16点，全日成交额为2551.42亿港元；恒生国企指数涨1.52%，报9168.33 点；恒生科技指数涨1.34%，报5417.6点。 银河证券指出，港股市场春节效应明显，主要因市场情绪偏向乐观，资金提早布局。展望未来，经历近 期回调后，港股估值吸引力进一步增大，预计春节前后港股市场震荡上行。东吴证券表示，港股短期考 验尚未完全结束，需要持续观察海外风险，以及国内AI催化。如果春节前后国内AI超预期，港股有望 和A股一起躁动。 蓝筹股表现 信达生物(01801)领升蓝筹。截至收盘，涨7.42%，报85.4港元，成交额13.44亿港元，贡献恒指15.57点。 信达生物宣布与礼来制药达成战略合作，携手推进肿瘤及免疫领域创新药物的全球研发进程。根据协议 条款，信达生物将获得3.5亿美元首付款；在达成后续特定里程碑事件后，信达生物还有资格获得总额 最高约85亿美元的研发、监管及商业化里程碑付款。 其他蓝筹股方面，泡泡玛特(09992)涨5.76%，报257.2港元，贡献恒指16.66 ...

Market Overview - The Hong Kong stock market experienced a strong rebound, with the Hang Seng Index closing at 27,027.16 points, up 1.76% or 467.21 points, and a total trading volume of 255.14 billion HKD [1] - The Hang Seng Tech Index rose 1.34% to 5,417.6 points, while the Hang Seng China Enterprises Index increased by 1.52% to 9,168.33 points [1] - Analysts from Galaxy Securities noted a significant "Spring Festival effect" in the market, driven by optimistic sentiment and early capital allocation [1] Blue-Chip Stocks Performance - Innovent Biologics (01801) led the blue-chip stocks, surging 7.42% to 85.4 HKD, contributing 15.57 points to the Hang Seng Index [2] - The company announced a strategic partnership with Eli Lilly to advance global R&D in oncology and immunology, receiving an upfront payment of 350 million USD and potential milestone payments up to 8.5 billion USD [2] - Other notable blue-chip movements included Pop Mart (09992) up 5.76%, Zijin Mining (02899) up 5.58%, while China Telecom (00728) and China Mobile (00941) saw declines of 2.96% and 2.12%, respectively [2] Sector Highlights - Major technology stocks showed positive performance, with Baidu rising over 3%, Tencent up over 2%, and Alibaba increasing by 1.87% [3] - AI application stocks were particularly strong, with Zhipu AI soaring over 36% to a new high [3] - The gold sector rebounded significantly, with spot gold returning to 5,000 USD per ounce, leading to gains in gold stocks [3][6] AI and Technology Developments - Recent financial reports from Meta, Amazon, Google, and Microsoft indicated a potential capital expenditure of 660 billion USD in AI infrastructure this year [4] - Zhipu AI's stock rose 36.22% to 276.8 HKD, reflecting strong market interest in AI applications [4] - The Chinese government is focusing on building a national computing power interconnection node system, which may further stimulate the AI sector [4] New Market Entrants - Lanqi Technology (06809) debuted with a remarkable 63.72% increase, closing at 175 HKD, following its IPO pricing at 106.89 HKD per share [9] - The company specializes in integrated circuit design for cloud computing and AI infrastructure [9] - Additionally,兆易创新 (03986) saw an 11.43% rise to 314 HKD, supported by its inclusion in the Hong Kong Stock Connect program and positive earnings forecasts [10]

今天（2月6日，周五）下午两点左右，美国与伊朗在阿曼苏丹国首都马斯喀特展开了谈判。此前一度有消息称谈判可能取消，但在中东九国的紧急游说 下，双方还是勉为其难地坐到了一起。整个氛围有些微妙，仿佛空气中弥漫着紧张与不安，每一位与会者都心知肚明，这场会谈的重要性不言而喻。 心存疑虑。外部因素也在施压：以色列总理内塔尼亚胡坚决反对，美国国内鹰派也不断施压，使双方谈判代表的政治空间非常有限。在这种情况下，美国 要求"零核能力"，伊朗坚持"和平利用核能"，根本谈不拢。最可能的结果，是双方为了安抚中东盟友（如沙特、阿联酋），可能会签署一个"互不侵 犯"或"暂时不打"的框架性协议，或者仅仅同意"继续谈判"，这更多是外交表演，实质利好有限。 其次，黄金价格在当前阶段极为敏感，任何关于谈判的消息都会被市场无限放大，导致短期内剧烈波动。根据不同谈判结果的概率，可以推演出黄金走势 可能呈现出V型或倒V型的剧烈震荡。 | 谈判情景 | 发生概率 | 黄金走势 | | --- | --- | --- | | 情景A: 达成"不打"协议 | 中 (40%) | 暴跌 | | 情景B:谈崩/无果而终 | 中 (40%) | 急涨 | | 情 ...

Group 1: International Gold Market - On Friday, international gold prices fluctuated and closed higher, opening at $4779.32 per ounce, reaching a high of $4971.39 and a low of $4654.35, ultimately closing at $4966.61 per ounce [1][10] - COMEX gold futures reported at $4988.60 per ounce [10] - The London spot gold price increased by 3.98% from the previous day's close, with a year-to-date increase of 15.01% [11] Group 2: Currency and Economic Data - The onshore RMB closed at 6.9401 against the USD, appreciating by 7 basis points from the previous trading day, while the USD index fell by 0.36% to 97.6102 [1][20] - The Michigan Consumer Sentiment Index rose to 57.3 this month, up from a final value of 56.4 in January [1][24] - The central bank conducted a 315 billion yuan 7-day reverse repo operation and a 300 billion yuan 14-day reverse repo operation, resulting in a net withdrawal of 146 billion yuan for the day [1][15] Group 3: Precious Metals and Commodity Market - The Shanghai Gold Exchange's AU99.99 contract closed at 1093.85 yuan per gram, while the main futures contract closed at 1090.12 yuan per gram [12] - The SPDR Gold ETF held 1,076.23 tons of gold, remaining unchanged from the previous week [14][15] - The London Metal Exchange (LME) reported various commodity prices, with LME aluminum at $3110.00 and LME zinc at $3383.00, reflecting increases of 2.74% and 2.45% respectively [11] Group 4: Stock Market Performance - The three major U.S. stock indices closed higher, with the Dow Jones rising by 2.47% to 50115.67 points, the S&P 500 increasing by 1.97% to 6932.30 points, and the Nasdaq up by 2.18% to 23031.21 points [21][22] - In contrast, the A-share market saw declines, with the Shanghai Composite Index down by 0.25% and the Shenzhen Component Index down by 0.33% [21][22]

深圳商报·读创客户端记者 胡星访 文/图 最近一周，前期持续飙升的黄金市场迎来明显震荡回调行情，国际与国内金价同步波动。受此影响，A股贵金属板块随金价走势承压调整、个股呈现分化态 势，黄金现货销售端出现投资类与消费类产品表现分化的格局。值得关注的是，2月7日，央行连续增持黄金的动作未受短期金价波动影响，持续释放出长期 积极信号，为震荡中的黄金市场注入稳定性。 | | 2026.01 | | 2026. 02 | | 2026.03 | | 2026.04 | | 2026. 05 | | 2026. 06 | | 2026 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 项目 Item | 亿美元 | 亿SDR | 亿美元 | 亿SDR | 亿美元 | 亿SDR | 亿美元 | 亿SDR | 亿美元 | 亿SDR | 亿美元 | 亿SDR | 亿美元 | | | 100million | 100million | 100million | 100million | 100mill ...

Group 1 - The A-share market sees an expansion in the gains of gold concept stocks, with Hunan Silver hitting the daily limit, and Silver Nonferrous rising over 7% [1] - Fuda Alloy, Zijin Mining, and Yuguang Gold Lead all increased by over 4% [1] - Pengxin Resources and Guiyan Platinum Industry rose by over 3% [1]

股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 | 代码 | 名称 | | 涨幅% ↓ | 总市值 | 年初至今涨幅%。 | | --- | --- | --- | --- | --- | --- | | 002716 | 湖南日银 | 1 | 9.97 | 399亿 | 104.05 | | 601212 | 白银有色 | 彩 | 7.19 | 762亿 | 75.90 | | 603045 | 福达合金 | 1 | 4.93 | 37.79 Z | 41.98 | | 601899 | 彩金矿业 | 1 | 4.17 | 10301亿 | 12.39 | | 600531 | 豫光金铝 | 豪 | 4.16 | 203亿 | 42.89 | | 600490 | 鹏欣资源 | | 3.60 | 197亿 | 15.39 | | 600459 | 贵研铂业 | 1 | 3.60 | 166亿 | 17.62 | | 600987 | 航民股份 | 1 | 3.26 | 87.38 Z | 24.24 | | 300139 | 晓程科技 | 1 | 2.90 | 172亿 | 106.52 | ...

Investment Rating - The report assigns an "Overweight" rating for the non-ferrous metals industry [4] Core Insights - The report emphasizes the importance of macroeconomic factors such as monetary policy, macro expectations, geopolitical dynamics, and supply disruptions in influencing metal price trends [2] - The report highlights the need to focus on investment opportunities following stabilization in the market [8] Summary by Sections 1. Industry and Stock Performance - The non-ferrous metals sector experienced a decline of 8.51% last week, underperforming major indices [14][16] 2. Metal Prices and Inventory - Copper prices decreased by 3.45% to 100,100 CNY/ton, while aluminum prices fell by 5.07% to 23,315 CNY/ton [24] - SHFE gold prices dropped by 8.92% to 1,090.12 CNY/gram, while COMEX gold rose by 5.13% to 4,988.60 USD/ounce [26] - SHFE silver prices decreased by 37.17% to 18,799 CNY/kg, with COMEX silver down by 1.28% to 77.53 USD/ounce [26] 3. Macro Data Tracking - The report tracks key macroeconomic indicators, including the U.S. CPI and PCE, which show a year-on-year increase of 2.7% and 2.79%, respectively [29][30] - China's CPI and PPI for December were reported at 0.8% and -1.9%, respectively [30] 4. Precious Metals: Low Inventory Disturbances - The report notes that low inventory levels continue to disrupt precious metal prices, with significant fluctuations observed in both gold and silver markets [52][53] 5. Copper: Price Fluctuations - The report indicates that copper prices are expected to fluctuate, with supply-side adjustments and demand dynamics playing crucial roles [65][72] 6. Aluminum: Price Adjustments - Aluminum prices are under pressure due to macroeconomic sentiment and seasonal demand fluctuations, with a noted decrease in processing rates [10][80] 7. Energy Metals: Strong Demand - The report highlights robust demand for energy metals, particularly lithium, despite some price pressures due to macroeconomic factors [89][92] 8. Rare Earths: Price Trends - Prices for rare earth elements, particularly praseodymium and neodymium oxides, continue to rise, supported by tight supply conditions [11]

恒指报26945.35点，涨1.45%，恒生科技指数报5401.54点，涨1.04%。半导体板块领涨，澜起科技上市 半日涨超50%，华虹半导体涨超5%，中芯国际涨超3%。黄金股普涨，万国黄金集团涨超7%，大唐黄金 涨超6%，中国黄金国际、紫金黄金国际涨超3%。大模型股走强，智谱大涨超17%，MINIMAX-WP涨超 6%。（AI生成） 来源：第一财经 ...