| | | | | 日期 收盘价 涨跌幅 主力净流入 主力净占比 游资净试比 波户净流入 散户净占比 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 2026-02-09 | 10.75 | -0.19% | 1358.97万 | 1.02% | 18.63万 | 0.01% | -1377.61万 | -1.04% | | 2026-02-06 | 10.77 | 2.28% | 2.41亿 | 11.44% | -1.22亿 | -5.78% | -1.19 Z | -5.66% | | 2026-02-05 | 10.53 | -0.28% | -5878.35万 | -3.46% | 3154.82万 | 1.86% | 2723.52万 | 1.60% | | 2026-02-04 | 10.56 | 0.86% | 3461.55万 | 1.80% | -2754.91万 | -1.44% | -706.64万 | -0.37% | | 2026-02-03 | 10.47 | -1.97% | 4504.65 ...

香港交易及結算所有限公司以及香港聯合交易所有限公司對本公告之內容概不 負 責，對 其 準 確 性 或 完 整 性 亦 不 發 表 任 何 聲 明，並 明 確 表 示 概 不 會 就 因 本 公 告 全部或任何部分內容而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 * 本 公 司 股 東 及 潛 在 投 資 者 務 請 留 意，諒 解 備 忘 錄 僅 載 述 雙 方 對 潛 在 合 作 項 目 的 意向。諒解備忘錄對雙方並無法律約束力，且並不會產生任何法律義務。倘達成 及╱或簽訂具有法律約束力的正式協議，本公司將遵照上市規則適時再作公佈。 （於百慕達註冊成立之有限公司） （股份代號：632） 自願公告 延長有關合作項目的諒解備忘錄 茲提述中港石油有限公司*日 期 為 二 零 二 五 年 十 一 月 十 日 之 公 告，內 容 有 關 與 Aral Petroleum Capital LLP訂 立 了 有 關 合 作 項 目 的 諒 解 備 忘 錄（「該公告」）。除 非 另 有界定，本公告所用詞彙與該公告所界定者具有相同涵義。 誠 如 該 公 告 內 披 露，本 集 團 將 於 諒 解 備 忘 錄 日 期 ...

Group 1: Gold Market Insights - Solomon analysts indicate that the current volatility in gold prices is merely "short-term noise," with strong confidence in the long-term upward trend, expecting gold prices to break $5,000 in the coming weeks and retest $5,600 in the second quarter [1] - Investinglive analysts note that while gold has struggled to maintain the $5,000 level, it remains relatively stable compared to silver, and the market is looking for a decrease in volatility, which may lead to a slight price drop [1] - Dongwu Securities highlights a shift in gold pricing from "trend-based allocation" to "emotion and expectation-driven" due to rising macro uncertainty and risk premiums, indicating a faster response to bullish factors [1] Group 2: Oil Price Forecast - Capital Economics predicts that oil prices will decline to around $50 per barrel by the end of 2026, driven by easing supply concerns and geopolitical risks [2] - Brent crude oil futures recently rebounded but are expected to record their first weekly decline in nearly two months due to investor focus on geopolitical developments [2] Group 3: Japanese Monetary Policy - BNP Paribas economists expect the Bank of Japan to raise interest rates at a faster pace than previously anticipated, with potential hikes starting in April and continuing every four to five months until reaching a 2% policy rate [3] Group 4: Commodity Market Outlook - CICC reports that the commodity market remains a beneficiary of global fund diversification, with structural demand and supply gaps in various sectors, suggesting that the commodity market's structural trend is not over yet [5] - CICC also notes that the recent Japanese election results may lead to a stronger stock market and potential foreign exchange interventions if the yen depreciates excessively [5] Group 5: A-Share Market Analysis - Huatai Securities suggests that the A-share market's adjustment phase may be nearing its end, with a recommendation to gradually increase portfolio flexibility and focus on sectors with high valuation and growth potential [6] - CITIC Securities anticipates significant growth in the space photovoltaic sector, driven by demand from AI and related technologies [7] Group 6: Broker Sector Insights - CITIC Securities indicates that the brokerage sector is expected to experience a valuation recovery and earnings growth by 2026, with significant room for improvement in valuations compared to historical levels [8] - Guosen Securities highlights that the brokerage sector's fundamentals are improving, with a notable mismatch between fundamentals and valuations, suggesting high cost-effectiveness for current investments [13]

规模方面，截止2月6日，港股通红利低波ETF（159117）最新份额为8440.12万份，最新规模为9122.08 万元。回顾2025年12月31日，港股通红利低波ETF（159117）份额为1.45亿份，规模为1.48亿元。即该 基金今年以来份额减少41.95%，规模减少38.39%。 来源：新浪基金∞工作室 流动性方面，截止2月9日，港股通红利低波ETF（159117）近20个交易日累计成交金额1.46亿元，日均 成交金额731.35万元。 港股通红利低波ETF（159117）现任基金经理为闫冬、余展昌。闫冬自2025年9月30日管理（或拟管 理）该基金，任职期内收益7.68%；余展昌自2025年9月30日管理（或拟管理）该基金，任职期内收益 7.68%。 最新定期报告显示，港股通红利低波ETF（159117）重仓股包括江西铜业股份、远东宏信、中国神华、 中国海洋石油、恒隆地产、中国石油股份、信和置业、恒安国际、中国石油化工股份、恒生银行，持仓 占比如下。 股票代码股票名称持仓占比持仓股数（股）持仓市值（元）00358江西铜业股份4.39%16.80万650.67万 03360远东宏信3.33%67.80 ...

欧盟理事会上月批准了一项计划，要求在2028年前逐步淘汰俄罗斯天然气进口，短期合同需要在六个月 内终止，所有剩余管道及液化天然气供应须在2027年底前停止。多个成员国对该举措提出批评，警告其 将推高能源价格、威胁能源安全，匈牙利与斯洛伐克尤其拒绝支持这一倡议。 匈牙利总理欧尔班因乌克兰要求匈牙利停止购买俄罗斯石油和天然气，而将乌克兰称为"敌人"。 自2022年2月俄乌冲突升级以来，欧盟试图逐步淘汰俄罗斯能源供应以作制裁，但匈牙利一直抵制欧盟 这种做法。 上周六，欧尔班在西部城市松博特海伊的一场竞选集会上发表讲话，指责乌克兰破坏了匈牙利的安全。 他宣称："乌克兰人必须停止在布鲁塞尔不断要求切断匈牙利与廉价俄罗斯能源的联系。只要乌克兰坚 持要求匈牙利切断与俄罗斯廉价能源的供应联系，那么乌克兰就不再仅仅是我们的对手，而是我们的敌 人。" 欧尔班警告称，这将导致匈牙利普通家庭的水电费账单大幅飙升。他还重申反对乌克兰加入欧盟，认为 与乌克兰建立"军事或经济联盟"将"导致麻烦"。 周一，匈牙利宣布将就欧盟所谓的"自杀式"俄能源禁令向欧盟提起诉讼。目前，欧盟委员会正在讨论第 20轮制裁方案，其中包括禁止为俄罗斯石油提供海事 ...

Core Insights - TotalEnergies has signed two long-term agreements to supply solar power to Google's data centers in Texas, aiming to capitalize on the growing electricity demand driven by artificial intelligence [1][2] - The projects will have a total installed capacity of 1 million kilowatts and will provide a total of 28 terawatt-hours of renewable electricity over the next 15 years, with construction set to begin in the second quarter of this year [1][2] - TotalEnergies is differentiating itself among oil giants by investing in renewable energy while also developing gas-fired power plants and expanding its electricity business in deregulated markets, such as Texas [1][2] Company Developments - The agreements represent the largest renewable energy purchase agreements signed by TotalEnergies in the U.S. [1][2] - TotalEnergies previously supplied power to Google indirectly by holding a 50% stake in Clearway Energy, which recently signed a power supply agreement with a total capacity of 1.2 million kilowatts for data centers in three major U.S. electricity markets [3] Industry Impact - Google's Clean Energy and Power Business Director stated that the agreements will add necessary generation capacity to the local power system, enhancing the overall economic and reliable power supply in the region [2][3]

维多集团表示，电动汽车普及速度放缓，上调了其石油需求预期。 ...

Core Viewpoint - The geopolitical maneuvering surrounding Venezuela's oil exports has led to a significant shift in the dynamics of international energy trade, particularly between the U.S. and China, highlighting the limitations of U.S. power in dictating terms to other nations [1][4][10]. Group 1: U.S. Actions and Strategy - The Trump administration's abrupt takeover of Venezuela's oil exports and the imposition of stringent conditions on China reflect a strategy of exerting dominance over global oil markets [1][4]. - The U.S. proposed that oil prices be set at $45 per barrel, significantly higher than the previous $30, and mandated that all transactions be conducted through U.S.-designated accounts [1][4]. - The U.S. miscalculated China's reliance on Venezuelan oil, overestimating its importance while underestimating China's diversified energy sourcing strategy [4][5]. Group 2: China's Response - China responded decisively by halting all oil purchases from Venezuela, signaling a firm stance against U.S. pressure and maintaining its principles of equal cooperation [3][8]. - The Chinese government issued clear directives to stop all transactions related to Venezuelan oil, effectively closing the door on imports from that source [3][8]. - China's strategic approach emphasizes maintaining its sovereignty and the integrity of international trade agreements, rejecting unilateral changes imposed by the U.S. [8][10]. Group 3: Market Implications - The halt in Chinese imports has left Venezuelan oil in a precarious position, with limited buyers and a surplus of unsold oil, indicating a significant market disruption [7][10]. - The U.S. has had to reconsider its approach, with Trump suggesting that China could negotiate a favorable deal, reflecting a shift in the U.S. stance due to the failure of its initial strategy [7][10]. - The evolving energy landscape shows a trend towards diversification and a move away from reliance on any single source, as evidenced by China's reduced dependence on Venezuelan oil, which accounts for less than 3% of its total imports [4][5].

IG 市场分析师托尼・西卡莫尔表示："随着后续更多谈判的提上日程，市场对中东石油供应即刻中断的 担忧已大幅缓解。" 上周五，美伊双方在阿曼举行的磋商取得积极进展，此后两国承诺将继续推进谈判。此前市场担忧，若 谈判破裂，中东地区的冲突风险或将升级，而美国此前已在该地区增派了更多军事力量，此次谈判的积 极信号也缓解了这一顾虑。 全球约五分之一的石油贸易运输需经由阿曼与伊朗之间的霍尔木兹海峡。 因美国与伊朗承诺继续就伊朗核问题进行间接谈判，市场对中东地区冲突的担忧有所缓解，潜在的石油 供应中断顾虑消退，国际油价在周一下跌超 1%。 截至格林尼治标准时间 2 月 9 日 7 时 47 分，伦敦布伦特原油期货价格下跌 84 美分，跌幅 1.2%，报每 桶 67.21 美元；美国西德克萨斯中质原油期货价格下跌 82 美分，跌幅 1.3%，报每桶 62.73 美元。 受地区紧张局势缓和影响，两大原油期货指标上周均下跌超 2%，创下七周以来的首次回落。 不过，伊朗外长表态称，若遭美军袭击，伊朗将对美国在中东地区的军事基地展开反击，这也表明地区 冲突的潜在风险仍在酝酿。 辉立新星高级市场分析师普里扬卡・萨赫德瓦称："各方言辞立 ...

Core Viewpoint - The Hong Kong stock market experienced a collective rise, with the Hang Seng Index increasing by 1.76% to surpass the 27,000-point mark, driven by positive market sentiment following a significant rise in US stocks and a rebound in commodities like gold and silver [1] Group 1: Market Performance - The Hang Seng Index rose by 1.76%, while the Hang Seng China Enterprises Index and the Hang Seng Tech Index increased by 1.52% and 1.34%, respectively [1] - Major technology and financial stocks were active, contributing to the market's upward movement, with Baidu rising approximately 4% and China Ping An leading insurance stocks with a nearly 5% increase [1] Group 2: Sector Highlights - AI application stocks surged, with Zhizhu Technology soaring over 40% to reach a new high following Elon Musk's statement about AI deployment in space [1] - Gold stocks led a rally in the metals sector, with a focus on opportunities in non-ferrous metals as indicated by Guotai Junan [1] - Other sectors such as semiconductors, wind power, heavy machinery, gambling, coal, dining, and domestic real estate stocks also saw gains [1] Group 3: Underperforming Stocks - The three major telecom operators faced pressure, with China Telecom declining nearly 3% [1] - Several beverage stocks that had risen previously experienced declines, and the oil prices showed volatility amid renewed US-Iran negotiations, affecting the three major oil companies [1] - Lanke Technology saw a significant increase of nearly 64% on its first trading day [1]