奶酪基金投资经理潘俊向第一财经记者表示，大盘再次考验4000点大关，其核心矛盾在于市场较强预期 与现实的博弈，此前4000点的突破往往依赖于政策预期的流动性推动，但站稳需要基本面的支撑，当前 市场量能萎缩，临近春节资金通常偏紧，部分机构倾向于锁定利润或降低仓位过节，资金从高波动的科 技股、题材股流出，可能回流至高股息板块。 关于当前行情，有业内人士表示，投资者对行情依然有较高预期，春季行情的政策和流动性因素并未改 变，国内政策依然宽松，海外环境继续改善；不过目前市场出现了缩量的情况，随着上市公司年报和一 季度报告逐步披露，需要基本面来验证当前预期。 在华金证券策略分析师邓利军看来，今天上午A股企稳反弹，尤其是商业航天相关的科技成长领涨，驱 动春季行情的政策和流动性宽松因素短期并未逆转，A股春季行情未完，调整是逢低配置机会。国内来 看，短期积极的政策仍可能进一步落地实施，提振消费等政策可能在春节前加速落实，支持人工智能等 新兴产业和未来产业等政策可能进一步出台落实；另一方面，短期外部风险可能有限，近期中美关系维 持平稳，伊朗总统表示愿意和华盛顿进行谈判，美伊冲突短期可能出现缓和迹象。 慧研智投投资顾问李谦对第一 ...

Market Performance - The three major A-share indices collectively rose in the morning session, with the Shanghai Composite Index up by 0.38%, the Shenzhen Component Index up by 0.93%, and the ChiNext Index up by 0.76% [1] - The North Star 50 Index saw a significant increase of 2.16% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 161.69 billion yuan, a decrease of 40 billion yuan compared to the previous day [1] - Over 4,400 stocks in the market experienced gains [1] Sector Performance - Leading sectors included photovoltaic equipment, commercial aerospace, CPO, military equipment, cultivated diamonds, chemicals, rare earth permanent magnets, and storage chips, all showing notable increases [1] - Conversely, sectors such as precious metals, oil and gas extraction and services, banking, insurance, agricultural product processing, and beverage manufacturing faced declines [1] ETF Performance - The photovoltaic sector saw a strong rebound, with notable ETFs such as Penghua Fund's Science and Technology New Energy ETF, Guotai's Photovoltaic ETF, and E Fund's Science and Technology New Energy ETF rising by 5.25%, 5.24%, and 4.96% respectively [1] - The China Merchants Fund's Emerging Asia ETF increased by 5.12% [1] - The commercial aerospace sector also performed well, with Huaxia Fund's Aerospace ETF and Hua'an Fund's Aerospace ETF rising by 4.55% and 4.49% respectively [1] - The metals sector rebounded, with the Dachen Metals ETF increasing by 4.12% [1] Declining ETFs - The New Economy ETF from Yinhua fell by 5.9% [2] - Gold stocks continued to weaken, with the Gold Stock ETF and Gold Stocks ETF declining by 3.64% and 2.5% respectively [2] - The Hong Kong stock market showed weakness, with the Hong Kong Stock Connect Technology ETF from Ping An dropping by 2% [2]

Market Overview - A-shares experienced a collective rise in major indices, with the Shanghai Composite Index closing at 4031.07 points, up 0.38%, and the Shenzhen Component Index rising by 0.93% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 161.69 billion yuan by midday [2] Sector Performance - The commercial aerospace sector saw significant gains, with multiple stocks hitting the daily limit up, including Aerospace Development and JuLi Sockets [4] - The photovoltaic sector continued to strengthen, with stocks like Shuangliang Energy and JunDa Co. reaching their daily limit up shortly after market open [4] - The chemical sector also experienced a rally, with WanFeng Co. achieving a fourth consecutive limit up [9] Key Stocks - Aotewei reached a 20% limit up, while other stocks such as Dike Co. and Maiwei Co. saw increases of over 10% [6][7] - JunDa Co. announced a share placement to fund research and production of space photovoltaic battery products, and it also invested 30 million yuan for a 16.67% stake in Shanghai Xingyi Xinneng [8] Industry Insights - According to CICC, the development of commercial aerospace is driving the space photovoltaic sector towards a new phase of technological upgrades and industrial delivery [8] - Guosheng Securities noted that the demand for space photovoltaic energy is expected to become a new growth area, driven by the global demand for space energy and the restructuring of supply chains [8] - The chemical industry is expected to evolve with a shift from market share focus to profitability, alongside opportunities for high-end export replacements due to declines in Europe and Japan [9][10]

Market Overview - The A-share market experienced a significant rebound, with all three major indices rising collectively. The ChiNext Index surged over 2% at one point, driven by notable gains in the photovoltaic and commercial aerospace sectors [2][3] - The photovoltaic industry index rose by 4.78%, while military and aerospace indices, as well as satellite communication indices, saw increases exceeding 3% [2] Photovoltaic Sector - The photovoltaic sector saw widespread gains, particularly in the TOPcon battery concept stocks, which led the market rally. Key stocks included: - Aotewei reached a 20% limit up - Shuangliang Energy and Fostech both hit 10% limit up - Maiwei shares increased by 11%, while Jing Sheng Machinery surged over 17% [5][6] - The overall performance of the photovoltaic sector was strong, with multiple stocks showing significant increases, indicating robust investor interest [5][7] Commercial Aerospace Sector - The commercial aerospace sector also experienced a rapid rise, with stocks such as Tongyu Communication and Aerospace Development hitting the 10% limit up. Other stocks in this sector saw increases of over 5% [8][9] - The sector's growth is supported by recent developments, including successful tests of liquid rocket engines by Star Glory Aerospace Technology Group, which enhances the reliability of their products [8] Precious Metals Sector - In contrast, the precious metals sector faced a downturn, with several stocks experiencing significant declines. Notable declines included: - Zhaojin Gold and Sichuan Gold both hit the 10% limit down - Shandong Gold fell over 6% [10][11] - Despite the overall decline in the sector, spot gold and silver prices showed signs of recovery, with gold rebounding to approximately $4,809 per ounce, marking a daily increase of over 3% [12]

寒武纪大跌 今天上午，寒武纪大跌，摩尔线程、沐曦股份跟随下跌。 | 寒武纪-U | | --- | | 688256 創 融 沪股通 L | | 1 0 0 0 1 12 1.16 11 4 0 0 1 0 0 1 0 0 4 00 | | -159.91 -12.88% 开 1255.00 市盈 243.13 额 178.27亿 | | 同花顺 异动解读：资金流出＋竞品出货+回应传闻。1.. ● × | | 分时 日K 周Ｋ 月Ｋ 五日 更多、 | | 均价: 1137.66 最新: 1082.09 -159.91 -12.88% | | 1421.00 14.41% 成交 | | 卖 4 1084.51 | | 1083.22 卖3 | | 1083.14 英2 2 | | M | | 1082.05 孟1 | | 1063.00 -14.41% 21 买2 | | 09:30 11:30 15:00 | | 1063.00 流通 4526.9亿 换 3.75% 保 | | 博梯 | | 五档 明细 | | 大单 1085.00 | | 卖5 1084.99 2 | | 2 | | 0 -242.00 - ...

具体板块来看，商业航天概念走势强劲，海兰信、航天发展封涨停，此前巨力索具、通宇通讯、沃格光电、润贝航科等十余股涨停。 消息面上，据财联社，太空探索技术公司（SpaceX）在官网发布由马斯克署名的声明，确认与人工智能企业xAI公司合并。据报道，合并后公 司预计每股定价约527美元，估值将达到1.25万亿美元。 光伏概念持续走强，双良节能、奥特维涨停。化工板块拉升，红宝丽3天2板，万丰股份4连板。 黄金概念股继续下挫，四川黄金、招金黄金等多股跌停。（详见： 金银大反弹，白银基金跌停，A股黄金股重挫 ） 热门个股方面，国产AI芯片龙头寒武纪股价盘中出现大幅下挫引发关注。截至午间收盘，寒武纪报1082元/股，跌近13%，公司总市值同步回 落至4500亿元附近。 记者丨金珊 李益文 见习记者林健民 编辑丨江佩霞 2月3日，A股市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%， 截至午间收盘，三大指数集体翻红 。 沪深两市半日成交额1.6万亿，较上个交易日缩量400亿，全市场超4400只个股上涨。 | 上证指数 | 深证成指 | 创业板指 | | --- | --- | --- | | 40 ...

Market Overview - A-shares experienced a significant rebound with all three major indices rising, particularly the ChiNext Index which surged over 2% [1] - The market saw strong performance in sectors such as photovoltaic and commercial aerospace, while precious metals continued to decline [2] Photovoltaic Sector - The photovoltaic industry index rose by 4.78%, with several key stocks showing substantial gains, including Maiwei Co., which increased by over 10% [1][5] - TOPcon battery concept stocks led the market, with notable performances from companies like Robotech, which surged over 17% [1][5] - According to Guosheng Securities, the demand for space-based solar energy is expected to become a new growth area due to the dual drivers of global space energy demand and the restructuring of the China-US supply chain [5] Commercial Aerospace Sector - The commercial aerospace sector saw rapid gains, with stocks like Tongyu Communication and Aerospace Development hitting the daily limit up [6][7] - The successful testing of a liquid oxygen-methane engine by Star Glory Aerospace Technology Group is expected to lay a solid foundation for the upcoming launch of the SQX-3 rocket [7] Precious Metals Sector - The precious metals sector faced a significant downturn, with multiple stocks hitting the daily limit down, including Zhaojin Gold and Sichuan Gold, which both recorded a 10% drop [9][10] - Despite the decline in A-share precious metals, spot gold and silver prices rebounded, with gold reaching $4,809 per ounce, up over 3% [11]

尼采："那些杀不死我的，使我更强大；那些看不懂我的，终会被我超越。" 刚刚看到SpaceX收购xAI的新闻，我第一反应不是"哇又是马斯克的大新闻"，而是——这才是2026最危险的信号！所有人都在讨论1.25万亿美 元的估值，讨论七月的IPO，但你们知道吗？这根本不是一场收购，这是一场改变人类文明维度的战争前奏。我刚从投资人饭局上回来，今天必 须把我看到的真相告诉你们。 全网分析全错了：这不是套现，是隔靴搔痒 网上主流观点都在说什么？说马斯克这是"左手倒右手"套现，说xAI烧钱太快需要输血，说这是为了IPO讲更好的故事。兄弟们，这些分析全是隔 靴搔痒。 ▲ 戳蓝 色字关注我们！ 两个数字惊掉下巴：马斯克要建太空算力帝国 我先给你们捋一个关键数字——100万颗卫星。就在2月1号，SpaceX向FCC提交申请，要发射100万颗轨道数据中心卫星。什么概念？现在全 球在轨卫星加起来才一万多颗，星链也才部署了六千多颗。马斯克要把这个数字直接乘以一百！ 再给你个数字——每颗卫星100千瓦算力，100万颗就是每年新增100吉瓦AI算力。现在全球最大的AI数据中心是多少？OpenAI的顶多几百兆 瓦。马斯克这是在规划一个能量级 ...

一、【早盘盘面回顾】 智通财经2月3日讯，市场早盘冲高回落后，又再度震荡拉升。三大指数盘中翻绿，创业板指此前一度涨超2%。沪深两市半日成交额1.6万亿，较上个交易日 缩量385亿。盘面上热点较为杂乱，全市场超4400只个股上涨。从板块来看，商业航天概念爆发，十余只成分股涨停，巨力索具、通宇通讯、神剑股份、中 超控股涨停。光伏概念持续走强，双良节能、奥特维涨停。化工板块拉升，红宝丽3天2板，万丰股份4连板。AI应用概念反复活跃，浙文互联11天5板。下 跌方面，有色金属板块再度下挫，贵金属概念领跌，四川黄金、招金黄金等多股跌停。截至收盘，沪指涨0.38%，深成指涨0.93%，创业板指涨0.76% 个股来看，今日早盘涨停数量为46家（不包括ST及未开板新股），封板率为80%，连板股数量为8家，皇台酒业、横店影视、万丰股份4连板，名雕股份、杭 电股份3连板，顺钠股份、中超控股、民爆光电2连板。 板块上，商业航天概念爆发，海兰信、巨力索具、派克新材、通宇通讯、中超控股、再升科技等10余股涨停，乾照光电、信维通信、三角防务、广联航空等 个股涨幅居前。 国盛证券研报称，在全球太空能源需求爆发、中美供应链加速重构的双重驱动下 ...

Market Overview - The Hong Kong stock index experienced a "V" shaped movement, with the Hang Seng Index rising by 0.2% to 26,830.23 points, while the Hang Seng Tech Index fell by 1.32% to 5,453.46 points [1] - Major technology stocks declined, with Alibaba down 1.78%, Tencent down 3.09%, and JD Group down 0.45% [1] - Commercial aerospace stocks saw significant gains, with Asia Pacific Satellite rising over 9% [1] - Chinese brokerage stocks weakened, with CICC falling over 2% [1] - Gold and silver stocks rebounded, with WanGuo Gold rising over 6% and Luoyang Molybdenum up over 4% [1] Company News - Cloud Factory (02512.HK) secured a contract for the second phase of an AI industrial base project valued at RMB 520 million [2] - ZTE Corporation (00763.HK) plans to invest RMB 117 million in the Jianxing Zhanlu Fund to support innovation businesses and related industries [2] - XPeng Motors (09868.HK) delivered 20,011 new vehicles in January [3] - Laijin Entertainment (08172.HK) received authorization from Ant Group to become an official service provider for "Ant Treasure Box" [4] - Jun Dong Holdings (08277.HK) signed a timber harvesting and sales agreement with Jinda Forestry [5] - Universal Medical (02666.HK) plans to issue corporate bonds totaling up to RMB 1 billion [6] - Blue River Holdings (00498.HK) entered into a cooperation framework agreement with Energy Storage Investment Company [7] - China Merchants Jinling (00978.HK) reported a contract sales total of approximately RMB 32.308 billion for 2025, a year-on-year decrease of 23.91% [8] - Junsheng Tai Pharmaceutical (02511.HK) appointed Dr. Filip Surmont as Chief Medical Officer to strengthen its focus on cardiovascular and metabolic diseases [8] Institutional Insights - Huatai Securities noted a significant pullback in A-shares and Hong Kong stocks, driven by the "Wall Street" trading sentiment, leading to liquidity pressure [9] - The adjustment is seen as more technical and emotional, with a positive medium-term outlook for Chinese assets [9] - Galaxy Securities highlighted ongoing geopolitical risks and a decrease in expectations for Fed rate cuts, predicting continued volatility in Hong Kong stocks [9] - Recommended sectors include technology, energy, precious metals, and consumer stocks, which are expected to rebound as consumption policies increase ahead of the Spring Festival [9] - Huatai Securities indicated that the sentiment index has shifted from panic to optimism, suggesting that current volatility may persist but is more likely to be a pullback rather than a reversal [10]