Group 1: Bitcoin and Cryptocurrency Market - Global spot Bitcoin ETFs currently hold 7% of the Bitcoin supply, approximately 1.5 million BTC [1] - Bitcoin's average decline in September is about 6%, with potential ETF fund outflows or stock market sell-offs possibly pushing BTC to around $100,000 [2] - Bitcoin's market capitalization has fallen below silver, ranking it as the 8th major asset globally, with a market cap of $2.183 trillion [6] Group 2: Regulatory Developments - The Hong Kong Monetary Authority has received 77 expressions of interest for stablecoin licenses, with only a few expected to be granted in the initial phase [1] - The European Securities and Markets Authority warns that tokenized stocks may mislead retail investors regarding ownership rights [2] - South Korea plans to share cryptocurrency transaction information with 47 countries to enhance tax transparency and prevent cross-border tax evasion [7] Group 3: Company Initiatives - RAK Properties in the UAE will start accepting cryptocurrencies like Bitcoin and Ethereum for international real estate transactions [3][5] - Zhong An Smart Life is collaborating with a licensed virtual asset operating platform in Hong Kong to explore cryptocurrency asset custody and configuration [7]

Market Performance - The three major indices collectively declined, with the Shanghai Composite Index down 0.79%, the Shenzhen Component down 2.21%, and the ChiNext Index down 2.9% [1] - Nearly 4,500 stocks fell across the two markets, with a total trading volume of 1.91 trillion yuan [1] Sector Performance - CPO and computing hardware stocks experienced a collective adjustment, with multiple stocks including Dekor and Ruijie Network hitting the daily limit down [3] - Digital currency concept stocks fluctuated lower, with Zhongke Jincai hitting the daily limit down [3] - The communication equipment, digital currency, consumer electronics, semiconductor, and AI mobile phone sectors saw significant declines [3] - Gold concept stocks opened high and maintained strength, with companies like Western Gold hitting the daily limit up [3] - Power stocks were active against the trend, with Shanghai Electric hitting the daily limit up [3] - Major financial stocks rallied before the close, with Pacific Securities hitting the daily limit up [3] - Banks showed signs of stabilization and reversal, with Yunnan Agricultural Bank rising 4.55%, and Hu'nong Bank and Qilu Bank also seeing gains exceeding 3% [3] News Highlights - A high-quality standard system construction plan for industrial mother machines aims to fully establish a standard system suitable for high-quality development by 2030 [3] - Spot gold prices surpassed $3,500 per ounce, reaching a historical high [3] - Japan Post Bank announced plans to issue digital currency in the fiscal year 2026 [3] - Japan's new car sales in August decreased by 8.3% year-on-year [3] - The National Medical Products Administration reported that the total amount of innovative drug licensing to foreign markets approached $66 billion in the first half of 2025 [3]

Core Viewpoint - The cryptocurrency market has experienced significant volatility, with major tokens like WLFI, Ethereum, and Bitcoin seeing drastic price fluctuations and a large number of liquidations occurring within a short time frame [1][3][4]. Market Volatility - In the past 24 hours, WLFI, a token associated with the Trump family, dropped by 34% at one point, while Ethereum fell from a high of $4,491 to a low of $4,233 before recovering to around $4,380 [1][3]. - The total liquidation in the cryptocurrency market exceeded $400 million, affecting over 130,000 traders, with Ethereum-related liquidations amounting to $143 million, more than double that of Bitcoin [1][3]. WLFI Token Launch - WLFI officially started trading recently, but its price fell by 22% within 24 hours, opening at $0.32 and dropping to $0.21 [3][4]. - The Trump family has reportedly profited around $500 million from the WLFI project since its launch last year, with a significant stake held by a Trump-associated entity [4]. Market Sentiment Influencers - Two major events have contributed to the negative sentiment in the cryptocurrency market: Trump's escalating attacks on the Federal Reserve and renewed trade tensions between the EU and the US [8][9]. - Trump's recent actions, including the dismissal of a Federal Reserve governor, have raised concerns about the independence of the Fed, leading to a sell-off in risk assets [8]. Regulatory Concerns - The Trump family's involvement in the cryptocurrency sector has drawn criticism from Democratic lawmakers and ethics experts, raising concerns about potential conflicts of interest as Trump seeks to reshape digital currency regulations [6].

Market Overview - The probability of the Federal Reserve maintaining interest rates in September is 10.4%, while the probability of a 25 basis point rate cut is 89.6% [2] - A-share financing balance reached a historical high of 2.28 trillion, with a financing buy amount of 323 billion, accounting for 11.63% of A-share transaction volume [2] - The financial sector saw significant movements, with stocks like Pacific Securities hitting the daily limit [2] Solid-State Battery Sector - The solid-state battery concept has shown strong performance, with companies like Dexin Technology achieving three consecutive daily limits [3] - Recent capital operations in the solid-state battery sector include Huayu Automotive's acquisition of a 49% stake in Shanghai SAIC Qingtao Energy Technology for 206 million [3] Market Dynamics - The central bank conducted a net withdrawal of 150.1 billion through reverse repos, with the market opening at 3,877 points and fluctuating between 3,828 and 3,885 points [4] - The market has seen a significant increase in trading volume, with a half-day turnover of 1.91 trillion, up 80.5 billion from the previous trading day [4] Support Levels - The 3,830-point level is identified as a strong support, attracting buying interest [5] - If the market can maintain levels between 3,830 and 3,850 points, stability is expected for the following day [5] Technical Indicators - The 20-day moving average is at 3,753 points, indicating a narrowing distance to the index [7] - A sustained test of the 3,830-point support over three days could lead to a gradual upward trend in the market [7]

Core Viewpoint - The market experienced fluctuations with the ChiNext index leading the decline, while certain sectors, particularly robotics, saw significant gains in the afternoon session [1] Market Overview - The total trading volume for the Shanghai and Shenzhen markets reached 2.87 trillion, an increase of 125 billion compared to the previous trading day [1] - Overall, more than 4,000 stocks declined, indicating a broad market downturn [1] Sector Performance - Strong performance was noted in the gold sector, with stocks like Western Gold hitting the daily limit [1] - The solid-state battery concept also showed resilience, with companies like DeXin Technology reaching the daily limit [1] - The robotics sector surged in the afternoon, with Zhejiang Rongtai and Top Group hitting the daily limit [1] - Conversely, computing hardware stocks faced a collective pullback, with Cambridge Technology hitting the daily limit down [1] - The digital currency sector weakened, with China National Petroleum Capital also hitting the daily limit down [1] Index Performance - By the end of the trading session, the Shanghai Composite Index fell by 0.45%, the Shenzhen Component Index dropped by 2.14%, and the ChiNext Index decreased by 2.85% [1]

【收评：创业板指冲高回落跌2.85% 机器人概念午后逆势拉升】智通财经9月2日电，市场全天震荡调 整，创业板指领跌。沪深两市全天成交额2.87万亿，较上个交易日放量1250亿。盘面上，市场热点较为 杂乱，个股跌多涨少，全市场超4000家个股下跌。从板块来看，黄金股延续强势，西部黄金等涨停；固 态电池概念反复走强，德新科技等涨停；机器人概念午后逆势拉升，浙江荣泰、拓普集团等涨停。下跌 方面，算力硬件股集体回调，剑桥科技等跌停；数字货币板块走弱，中油资本跌停。板块方面，银行、 贵金属、机器人、石油等板块涨幅居前，CPO、跨境支付、PCB、半导体等板块跌幅居前。截至收盘， 沪指跌0.45%，深成指跌2.14%，创业板指跌2.85%。 转自：智通财经 ...

Market Overview - The market experienced fluctuations throughout the day, with the ChiNext Index leading the decline. The Shanghai Composite Index fell by 0.45%, the Shenzhen Component Index dropped by 2.14%, and the ChiNext Index decreased by 2.85% [1] - Over 4,000 stocks in the market declined, indicating a broad-based sell-off [1] Sector Performance - Gold stocks continued to show strength, with companies like Western Gold hitting the daily limit [1] - The solid-state battery concept saw a rebound, with companies such as DeXin Technology also reaching the daily limit [1] - The robotics sector experienced a late-afternoon rally, with Zhejiang Rongtai and Top Group hitting the daily limit [1] Declining Stocks - Computing hardware stocks collectively retreated, with Cambridge Technology hitting the daily limit down [2] - The digital currency sector weakened, with China National Petroleum Capital also hitting the daily limit down [2] Trading Volume - The total trading volume for the Shanghai and Shenzhen markets reached 2.87 trillion yuan, an increase of 125 billion yuan compared to the previous trading day [3] - New Yi Sheng led individual stock trading volume with over 34.4 billion yuan, followed by Zhongji Xuchuang, Hanwha Technology, and Shenghong Technology [3] Notable Stock Movements - New Yi Sheng saw a decline of 7.80% with a trading volume of 34.41 billion yuan [4] - Zhongji Xuchuang decreased by 5.44% with a trading volume of 31.06 billion yuan [4] - Hanwha Technology increased by 0.05% with a trading volume of 23.29 billion yuan [4]

凤凰网财经讯 9月2日，市场全天震荡调整，创业板指领跌。截至收盘，沪指跌0.45%，深成指跌 2.14%，创业板指跌2.85%。沪深两市全天成交额2.87万亿，较上个交易日放量1250亿。 市场概况 1885 1260 781 594 243 205 105 112 112 76 54 54 25 大于 小于 涨停 -8% 跌停 +2% 0% -2% -4% -6% +8% +6% +4% +8% 上涨 1259家 持平 112家 下跌 4056家 涨停 54家 停牌 12家 跌停 25家 两市成交额:2.87万亿 市场热度: 21 0 较上一日:+1250亿 今日预测量能: 100 0 50 2.87万亿 +1250亿 涨停表现 / | | 沪深京重要指数 | | | | | | | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | | | 涨跌 | 总手 现手 | 金额 | | 上证指数 3858.13 | | -0.45 | -17.40 | 528/1734 | 0.03 7.63亿 | 149万 1.22万亿 | | 深证成指 1255 ...

【知著周二七祖午评：科技题材重挫 有色银行护盘】 昨天晚上欧洲股市小幅上涨，美国股市劳动节休市。今天亚太市场倒是涨多跌少，日本涨了0.2%，韩国涨了0.5%，澳洲跌了0.3%。恒生指数低开高走， 随后回落0.5%，恒生科技指数跌了1.5%。昨天阿里大涨19%，今天高开低走，但还是处于微跌1%的状态。考虑到它距离3月份高点不远，有可能会突破前 高，今天虽然是调整，但是量能萎缩，而昨天是放量大涨。 现在上海暴雨如注，天空阴沉沉，电闪雷鸣，宛如当前的股市。今天a股出现了大幅调整，平开低走，单边下行，临近中午略有一些拉升护盘。大小盘出 现了明显的分化，小票领跌。上海市场黄线跌幅都有1.8%，深圳市场黄线跌幅有2.3%。目前微盘股一度跌了2.7%，一阴吞双线，同时跌破了5天线和30天 线，这里技术线是看至少回撤20%的，从现在的3000点跌到2600点左右，所以调整的风险还是比较大的。 前两天我也提到了，哪怕这两天市场有护盘，那也是权重指数发威，小票是不会有复盘的。当前市场最大的支撑其实就是这两天有一些重大活动，按照以 往的惯例呢，盘面确实会好看一些。但是也可能只是上证指数漂亮一点，但是个股未必，所以今天我们看到了两市 ...

盘面上，黄金概念股维持强势，西部黄金等涨停。电力股逆势活跃，上海电力涨停。大金融股临近收盘前拉升，太平洋涨 停。下跌方面，算力硬件股集体调整，剑桥科技跌停。数字货币概念股震荡走低，中油资本跌停。板块方面，贵金属、银行等 少数板块上涨，数字货币、消费电子、CPO、半导体等板块跌幅居前。 9月2日，周二上午盘，A股三大股指震荡下行，截止午盘，沪指跌0.79%报3844.84点，深成指跌2.21%报12545.82点，创业 板指跌2.9%报2870.72点，科创50指数跌2.36%报1325.14点；沪深两市半日成交额1.91万亿，市场热点较为杂乱，个股跌多涨 少，全市场超4400只个股下跌。 ...