周一，沪深A股主要的大盘指数继续下跌，跌幅比较大。盘面上看，只有七百多家个股上涨，跌停123家，人气比较低迷。有色金属、芯片股大跌，特高 压、白酒板块较强。百点长阴后，A股能否迎来快速反弹？ 中午，重点分析了上证50指数和创业板指数，接下来重点分析上证指数和科创50指数。 先分析上证指数。 上证指数，日线级别的走势来看，今天低开在上周五长下影线的低点附近，回补了长上影线，盘中尽管有冲高，也没有到前一个交易日的收盘价附近，说 明大盘指数比较弱。短短两个交易日内，大盘指数下跌了140多点，跌幅比较大，积累了反弹的动能。不过，今天直接低开，过了关键位置，阶段性顶部 形成成立。接下来一段时间，大盘指数以调整为主。 六十分钟级别的走势来看，到今天收盘为止，走了四个有效的调整周期，明天早盘是第五个有效周期，到了变盘节点。所以，明天早盘惯性下探后，大概 率就要企稳回升了。短线下跌的速度快、幅度大，所以，未来两个交易日的反弹幅度，大概率也比较可观。 再来看科创50指数。 科创50指数，六十分钟级别的走势来看，走出了五连阴，阴线的数量比较多，收阳线的需求较为迫切。周期面来看，到今天收盘为止，走到了第四个有效 周期，明天早盘第一 ...

Core Viewpoint - Aojie Technology (688220.SH) has experienced a significant decline in stock price, closing at 81.67 yuan with a drop of 7.92%, currently in a state of underperformance [1] Group 1: Company Overview - Aojie Technology was listed on the Shanghai Stock Exchange's Sci-Tech Innovation Board on January 14, 2022, with an initial stock issuance of 41.83 million shares at a price of 164.54 yuan per share [1] - The company raised a total of 6.883 billion yuan through its initial public offering (IPO), with a net amount of 6.546 billion yuan after deducting issuance costs, exceeding the original plan by 4.166 billion yuan [2] Group 2: Fund Utilization - The funds raised are intended for various projects, including the design of new communication chips, smart IPC chip design, integration of multiple wireless protocols, high-precision navigation solutions, research center construction, and working capital supplementation [2] Group 3: Financial Details - The total issuance costs for Aojie Technology's IPO amounted to 337 million yuan, with underwriting and sponsorship fees accounting for 310 million yuan [3]

Market Overview - The Hong Kong stock market experienced a significant decline on February 2, with the Hang Seng Index closing at 26,775.57 points, down 611.54 points, representing a drop of 2.23% [1] - The Hang Seng Tech Index also fell, closing at 5,526.31 points, down 191.87 points, a decrease of 3.36% [2] Sector Performance - Precious metals stocks were notably affected, with Shandong Gold (HK01787) and Chifeng Jilong Gold Mining (HK06693) both dropping over 12%. Other companies like Lingbao Gold, Jiangxi Copper, and Zijing Mining also saw declines exceeding 9% [3] - In the automotive sector, Xpeng Motors (HK09868) fell by 6%, while NIO (HK09866) dropped over 4% [5] - Semiconductor stocks faced pressure, with Hua Hong Semiconductor declining by over 11% [7] Company Deliveries - In January 2026, major new energy vehicle manufacturers showed significant delivery disparities: Xpeng delivered 20,011 units, down 34.07% year-on-year and 46.65% month-on-month; Li Auto delivered 27,668 units, up 7.55% year-on-year but down 37.47% month-on-month; NIO delivered 27,200 units, a substantial increase of 96.1% year-on-year; and Seres saw a remarkable growth of 104.85% year-on-year with 45,900 units delivered [7] Investment Insights - Citigroup's latest commodity report indicated that current gold prices have significantly priced in future uncertainties, with expectations of short-term price increases but valuations reaching "extreme levels" [5] - Huatai Securities suggested that the current market pullback is a technical correction following rapid increases, with a focus on AI supply chains and semiconductor sectors for potential gains [11] - Morgan Stanley noted that the recent bull market has led to profit-taking ahead of the Lunar New Year, but geopolitical uncertainties may enhance the attractiveness of Chinese assets, predicting that the Hong Kong market could outperform A-shares in the short term [11]

证券日报网2月2日讯 ，纳思达在接受调研者提问时表示，2025年，极海微营业收入约10.9亿元，同比下 降约22%，其中非打印耗材芯片营收约4.7亿元，同比增长约5%；净利润约-0.6亿元，同比下降约 118%；芯片销量约6.1亿颗，同比基本持平，其中非打印耗材芯片销量同比增长约1%。 （文章来源：证券日报） ...

过去一年的大部分时间里，韩国股市都是全球市场中的特例：即便其他市场的人工智能热潮遇冷，韩股 依旧延续涨势。而本周一的重挫，正考验着投资者的信心。 起初小幅的下跌迅速演变为大幅抛售，韩国股市与黄金、白银一同遭遇热门交易头寸平仓潮的冲击。利 率政策的不确定性，以及市场对人工智能相关支出可持续性的质疑，令科技股承压严重。 韩国综合股价指数（KOSPI）暴跌 5.3%，创 2026 年 4 月 7 日以来最大单日跌幅，股指期货的持续下跌 还触发了该基准指数的程序化交易停牌。自去年初以来推动韩股领涨全球的芯片龙头 —— 三星电子和 SK 海力士，股价均暴跌逾 6%，韩元汇率也同步走弱。 市场对凯文・沃什提名下任美联储主席的担忧，叠加英伟达首席执行官黄仁勋表态 "拟向 OpenAI 投资 1000 亿美元并非承诺"，进一步加剧了市场恐慌。如今的核心问题是，此次下跌究竟是韩股上涨趋势中 的短期波动，还是深度调整的开端。 庆南证券分析师韩智英在研报中写道："就在上个月，市场还沉浸在乐观与期待中，但此次突然暴跌似 乎引发了恐慌性抛售潮。不过，支撑韩国牛市的核心动力 —— 强劲的盈利增长势头和极小的估值压 力，仍未受到实质性影响 ...

受人工智能领域担忧情绪及贵金属市场剧烈波动冲击全球市场影响，欧洲股市本周首个交易日低开走 弱。 泛欧斯托克600指数开盘后不久下跌0.7%，各板块涨跌不一，矿业股与石油股领跌，分别下跌3%和 2.3%。 欧洲各大主要股指均低开，英国富时指数、德国DAX指数及法国CAC 40指数跌幅均超0.5%。 MACD金叉信号形成，这些股涨势不错！ MACD金叉信号形成，这些股涨势不错！ 责任编辑：李肇孚 欧洲股市周一重挫，全球市场亦同步走低。 亚太市场隔夜普跌，韩国主要股指领跌，投资者持续关注上周五大幅下挫后的黄金白银价格走势；与此 同时，美股期货周日晚间下跌，交易员密切留意周末遭遇抛售的比特币表现。 比特币周六自4月以来首次跌破8万美元关口，凸显上周五贵金属暴跌后，投资者正进一步削减风险敞 口。 过去12个月涨幅超一倍的白银，上周五暴跌约30%，创1980年以来最差单日表现；黄金同期亦下跌约 9%。 华尔街目光转向英伟达，人工智能热潮相关质疑持续发酵。据知情人士称，英伟达计划向OpenAI注资 1000亿美元的方案已陷入停滞，这家芯片巨头高管对该交易持怀疑态度。 欧洲市场今日将迎来宝盛集团财报，数据方面需关注德国零售销 ...

2月2日，香港恒生指数收跌2.23%，恒生科技指数跌3.36%。现货黄金、白银日内大跌，贵金属板块遭 重挫，山东黄金、赤峰黄金跌超12%，灵宝黄金跌超8%，中国白银集团跌超8%。 三大电信运营商集体走弱，中国联通跌超6%，中国电信跌超5%，中国移动跌超2%；消息面上，电信服 务增值税税目适用范围调整，税率由6%调整为9%，将对三家公司收入及利润产生影响。 芯片股持续走低，华虹半导体跌超11%，兆易创新跌超9%，中芯国际跌超4%。汽车股下挫，比亚迪跌 近7%，小鹏汽车跌超6%。 ...

每经AI快讯，2月2日，欧股芯片板块开盘走低，阿斯麦、ASM国际、贝思半导体股价下跌3%~4%。 （文章来源：每日经济新闻） ...

中国经济网北京2月2日讯 力芯微(688601.SH)日前披露关于持股5%以上股东权益变动触及1%刻度的提示性公告称， 2026年1月30日，公司收到股东亿晶投资的通知，2025年12月8日至2026年1月30日，亿晶投资通过集中竞价方式减持公司股 份979,000股，占公司股本的0.73%，通过大宗交易方式减持公司股份2,673,854股，占公司股本的2.00%。 本次权益变动后，亿晶投资持股公司股份数量由53,477,000股减少至49,824,146股，持有公司股份比例由40.00%减少至 37.27%，权益变动触及1%刻度。 力芯微表示，本次权益变动为公司控股股东正常减持，不触及要约收购、不涉及资金来源；不会导致公司控股股东发生 变化，不会对公司治理结构及持续经营产生重大影响。 力芯微于2021年6月28日在上海证券交易所科创板上市，发行数量为1,600.0000万股，发行价格为36.48元/股，保荐机构 （主承销商）为光大证券股份有限公司，保荐代表人为王如意、曾双静。 力芯微首次公开发行股票募集资金总额为58,368.00万元，扣除发行费用后，募集资金净额为51,244.35万元。根据力芯微 于20 ...

Group 1 - The core argument is that the United States continues to use tariff wars as a means of political coercion against other countries, despite facing consequences from the World Trade Organization (WTO) which ruled that the U.S. actions violate WTO rules and demanded the removal of certain subsidy measures [1][3] - The WTO's ruling reflects a broader trend of major power competition, as the rules established under U.S.-led economic globalization are now being challenged, with the U.S. benefiting from preferential treatment in over 160 member countries [3][5] - The aggressive reform measures taken by the Trump administration, along with the continuation of investigations by the Democratic government, are severely undermining the existing economic order and rules [5][9] Group 2 - Systematic destruction of the global economic system is evident, as U.S. interference in the WTO appellate body has led to its paralysis, preventing many countries from obtaining substantive rulings despite winning cases [7][11] - The misuse of rules is highlighted by the U.S. government's elevation of economic issues to national security concerns, which could burden other economies, particularly those with strong manufacturing dependencies [9][11] - The game rules are being fundamentally rewritten, with the U.S. frequently employing retaliatory tariffs and trade relief measures that violate WTO non-discrimination principles, indicating an attempt to reshape the global economic order [11][14] Group 3 - The WTO's ability to provide fair rulings is overshadowed by a sense of helplessness, as the potential for more aggressive actions from the Trump administration looms, threatening to further disrupt existing rules [14] - The prevailing mindset among Western countries is to wait for the end of Trump's term in hopes of a return to normalcy, which may exacerbate the challenges facing the global economic order [14]