写在文章前的声明：在本文之前的说明：本文中所列的投资信息，只是一个对基金资产净值进行排行的客观描述，并无主观倾向性，也不是投资建议，纯属 娱乐性质。 | 基金简称 PK | | | 人民新闻播放台官方法律师 | | --- | --- | --- | --- | | 1 | 招商中证白 ... A | 0.7243 | 1.71% | | | 161725 | 2026-2-2 | | | 2 | 招商中证白 ... C | 0.7210 | 1.71% | | | 012414 | 2026-2-2 | | | 3 | 服装:星C | 0.5626 | 1.64% | | | 012043 | 2026-2-2 | | | 4 | 鹏华酒A | 0.3413 | 1.64% | | | 160632 | 2026-2-2 | | | 5 | 中欧甄选3个 ... C | 1.0101 | 1.47% | | | 013382 | 2026-1-29 | | | 6 | 中欧甄选3个... A | 1.0451 | 1.47% | | | 013381 | 2026-1-29 | | | 7 | 汇安丰融混合 ...

亚商投顾曾宪瑞老师提醒大家：股市有风险，投资需要多加小心，避免不必要的风险。 一、大盘 1.盘面 上证指数早盘小幅低开，随后震荡调整，午后跌幅扩大，截止收盘，指数下跌2.48%，收出大阴线，全天成交额1.16万亿，相比上交易日的1.27万亿，减少 了1100亿。 深证成指早盘小幅低开，随后震荡下跌，午后调整加速，截止收盘，指数下跌2.69%，收出大阴线，全天成交额1.42万亿，相比上交易日的1.57万亿，减少 了1500亿。 2.技术分析 图片来源：东方财富 上证指数今日低开低走，大幅下跌，个股跌停数量也是近百只，市场情绪明显转冷，恐慌盘集中释放。从技术面来看，MACD绿柱加速伸长，空方动能明显 增强；KDJ指标中三线死叉后迅速下穿50中轴，短期空头占优格局进一步确；且短期均线亦黏合死叉，多空博弈加剧，指数上行阻力明显增大。因此在量价 配合转弱、热点持续性差，市场进入典型的"空方主导+多空拉锯"阶段下，操作上更要强化纪律——不追高、不抢反弹、不满仓，宁可错过、不可做错；建 议将仓位进一步压缩，耐心等待风险充分释放后，逢低低吸或更为稳妥。 深证成指今日低开后震荡走弱，盘中一度跌破30日均线支撑，截止收盘跌幅超2 ...

2月2日，全球市场迎来"黑色星期一"，亚太股市全线大跌，A股也未能幸免，上证指数收跌2.48%，报4015.75点，深证成指跌2.69%，创业板指跌2.46%，沪 深300跌2.13%，科创50跌3.88%。 沪深两市仅738股上涨，4395股下跌，52股持平，合计成交额2.58万亿元，较前一交易日缩量约2507.73亿元，大盘主力资金净流出1019.98亿元。 风险提示：此文章不构成投资建议。股市有风险，投资需谨慎。 股票频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 资金流向方面，电网设备主力资金净流入居首，酿酒行业、银行、专业服务、光伏设备也获得资金净流入；半导体主力资金净流出规模最高，通信设备、有 色金属、小金属、消费电子紧随其后。题材上，SST概念、电力物联网、酿酒行业、特高压等涨幅居前，贵金属、白银、锌、锑、硫酸等板块跌幅靠前。 分析后市，资深市场人士，今天股市的下跌本身是大概率事件，市场涨跌是市场的选择，无论向上还是向下，都无可厚非。关键问题是市场有没有涨到或跌 到交易的标准范围内，这才是最重要的事情，按照既定的规则进行交易，就能把繁杂的市场简单化。 "今天的下跌有一定的偶然因素，黄金 ...

观点网讯：2月2日，金徽酒股份有限公司发布股票交易异常波动公告。 根据公告内容，金徽酒股票于2026年1月29日、1月30日、2月2日连续三个交易日收盘价格涨幅偏离值累 计超过20%，根据《上海证券交易所交易规则》的有关规定，属于股票交易异常波动。 根据公告内容，经自查，金徽酒目前生产经营活动正常，市场环境、行业政策没有发生重大调整，内部 经营环境未发生重大变化。经向公司控股股东和实际控制人书面征询确认，截至公告披露日，不存在影 响公司股票交易异常波动的重大事项，也不存在应披露而未披露的重大信息。公司现任董事、高级管理 人员、控股股东及其一致行动人、实际控制人在本次股票交易异常波动期间不存在买卖公司股票的情 况。 根据公告内容，2025年前三季度，金徽酒实现营业收入23.06亿元、同比减少0.97%，实现归属于上市公 司股东的净利润3.24亿元、同比减少2.78%。 免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。 ...

Investment Rating - The industry is rated as "stronger than the market," indicating an expected increase of over 10% in the industry index relative to the CSI 300 index over the next six months [16]. Core Insights - The A-share market experienced a low opening and wide fluctuations, with notable performance in the electric grid equipment, liquor, banking, and photovoltaic equipment sectors, while precious metals, fertilizers, mining, and non-ferrous metals lagged behind [2][3]. - The average price-to-earnings (P/E) ratios for the Shanghai Composite Index and the ChiNext Index are 16.90 times and 52.86 times, respectively, which are above the median levels of the past three years, suggesting a favorable environment for medium to long-term investments [3][15]. - The total trading volume on the two exchanges was 26,069 billion, which is above the median of the past three years, indicating robust market activity [3][15]. - The manufacturing PMI for January showed a slight decline, but the equipment manufacturing and high-tech manufacturing PMIs remain in the expansion zone, reflecting ongoing structural optimization in the industry [3][15]. - The report suggests a balanced investment strategy, focusing on AI and high-end manufacturing while also considering opportunities in certain consumer sectors [3][15]. Summary by Sections A-share Market Overview - On February 2, the A-share market opened low and experienced wide fluctuations, with the Shanghai Composite Index facing resistance around 4,103 points before retreating [7]. - The Shanghai Composite Index closed at 4,015.75 points, down 2.48%, while the Shenzhen Component Index closed at 13,824.35 points, down 2.69% [8]. - Over 80% of stocks declined, with only the electric grid equipment and liquor sectors showing slight increases [7]. Future Market Outlook and Investment Recommendations - The report anticipates that the Shanghai Composite Index will likely maintain a slight fluctuation, advising investors to closely monitor macroeconomic data, changes in overseas liquidity, and policy developments [3][15]. - Short-term investment opportunities are highlighted in the electric grid equipment, liquor, banking, and photovoltaic equipment sectors [3][15].

Market Overview - The A-share market experienced a significant decline, with the Shanghai Composite Index dropping by 2.48% to close at 4015.75 points, marking the largest single-day drop since April 7, 2025 [3] - The Shenzhen Component Index fell by 2.69% to 13824.35 points, while the ChiNext Index decreased by 2.46% to 3264.11 points [3] - Total trading volume in the Shanghai and Shenzhen markets was 260.69 billion, a decrease of 255.8 billion from the previous trading day [3] Individual Stock Performance - A total of 4465 stocks declined, while only 741 stocks rose, indicating a broad market sell-off [3] - The median decline across all stocks was 2.15%, reflecting a simultaneous drop in both volume and price [3] Sector Performance - Only two sectors, electric grid equipment and the liquor industry, saw gains, with the liquor sector's core stocks performing particularly well [4] - The banking sector attempted to stabilize the market but ultimately closed down by 0.26% [4] - The most significant declines were seen in cyclical stocks, particularly precious metals, with declines in mining, coal, non-ferrous metals, steel, and oil sectors, many of which experienced drops close to 5% [4] Commodity Market Impact - The commodity market experienced extreme volatility, with gold prices plummeting to $4559 per ounce, a drop of 3.83%, and oil prices falling by 4.88% [5] - Silver prices also fell to $73.15 per ounce, down by 6.81%, indicating a chain reaction affecting related A-share sectors [5] Economic Indicators - Recent PMI data released by the National Bureau of Statistics showed a comprehensive decline in economic activity, with manufacturing, non-manufacturing, and composite business indices all falling below the "50 boom-bust line," indicating a slowdown compared to the end of last year [5] - The real estate and construction materials sectors weakened significantly, influenced by a reported loss of 82 billion from Vanke, compounding the market's challenges [5] Future Market Outlook - The current market downturn is seen as a potential opportunity for the upcoming Spring Festival market rally, with expectations for the index to form a new range-bound trading pattern [6] - The core support logic is based on the prior cooling of large blue-chip stocks under "national team" regulation, which has mitigated some risks [6] - Blue-chip valuations are at historical lows, suggesting limited downside potential for the index, as evidenced by the stable performance of major liquor stocks and the four major banks [6]

Market Overview - The Shanghai Composite Index closed at 4015.75 points, down 2.48%, with a trading volume of 11635.33 billion yuan [1] - The Shenzhen Component Index closed at 13824.35 points, down 2.69%, with a trading volume of 14212.32 billion yuan [1] - The ChiNext Index closed at 3264.11 points, down 2.46%, with a trading volume of 6768.91 billion yuan [1] Sector Performance - The power grid equipment sector showed resilience, with Tongguang Cable hitting a 20% limit up, and companies like Senyuan Electric, Baobian Electric, and Sanbian Technology also reaching the limit up [1] - The liquor sector was active again, with Huangtai Liquor and Jinhui Liquor hitting the limit up [1] - Resource cyclical sectors, including metals, oil and gas, chemicals, coal, and steel, experienced significant declines [1] - The semiconductor sector also saw a substantial downturn [1]

有投资者在互动平台向古越龙山提问："尊敬的董秘您好！作为长期股东，我们关注到古越龙山花雕酒 曾经经常作为国礼赠予外国领导人。在当前国际环境下，黄酒的多元风味与文化包容性，恰恰契合 了'和而不同'的外交智慧。请问公司是否考虑以此为主题，研发或推出一系列融合传统与现代审美的创 意礼酒，重新打造具有时代特色的'外交文化名片'，助力中国文化软实力传播？期待您分享一下古越龙 山助力我们外交！谢谢。" 针对上述提问，古越龙山回应称："尊敬的投资者您好！非常感谢您作为长期股东对公司的关注与支 持。古越龙山黄酒拥有深厚的历史积淀，是承载中华酒文化的重要载体。您提出的以'和而不同'外交智 慧为主题，打造融合传统与现代审美的创意礼酒、重塑时代特色外交文化名片的思路，与公司深耕文化 传播、助力中华优秀传统文化走向世界的发展理念非常契合。公司始终高度重视黄酒文化价值的挖掘， 持续依托非遗酿造技艺与花雕非遗技艺、悠久的品牌历史底蕴，兼顾传统工艺精髓与现代审美趋势，不 断推进产品的创新研发与迭代升级，同时积极借助国际文化交流等多元渠道，主动传递黄酒的文化内涵 与东方美学，自觉承担传播中国文化、助力文化软实力提升的使命。未来公司也将持续立 ...

格隆汇2月2日丨古越龙山(600059.SH)公布，截至2026年1月31日，公司通过上海证券交易所交易系统以 集中竞价交易方式回购公司A股股份1885.71万股，已回购股份占公司总股本的比例为2.0687%，购买的 最高价为人民币10.50元/股、最低价为人民币9.48元/股，已支付的总金额为人民币1.91亿元(不含交易费 用)。 MACD金叉信号形成，这些股涨势不错！ ...

Group 1 - The A-share market's liquor sector showed strong performance with a broad increase in individual stocks, including Jinhuijiu and Huangtaijiu reaching the daily limit, indicating a significant recovery in market sentiment [1] - The upcoming Spring Festival is expected to boost sales in the liquor industry, with Moutai's price showing signs of recovery, providing strong price support for liquor stocks [1][3] - Citic Securities predicts that the liquor industry will focus on market cultivation and consumer education, which will promote sales and reduce burdens for distributors during the Spring Festival [1][3] Group 2 - The macro policy environment is improving, which is beneficial for the liquor sector, as it is a typical cyclical industry influenced by domestic demand and real estate conditions [3] - Public fund holdings in the liquor sector have dropped to 3.93% by the end of 2025, indicating a low allocation that provides ample room for capital recovery in the current rebound [3] - Notable investor Duan Yongping expressed confidence in Moutai's stock price, suggesting it is undervalued from a long-term perspective and plans to increase his holdings [3] Group 3 - Despite some companies in the liquor sector facing earnings pressure, the valuation repair may precede earnings recovery, as the sector has adjusted for about five years [4] - The current market sentiment is pessimistic, but stock prices may lead the fundamentals in finding a bottom [4] - Analysts believe that the liquor industry, as a barometer of the macro economy, is likely to benefit from strong support for real estate and domestic demand, presenting long-term investment opportunities in leading companies [4]