热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 作者：国泰君安期货市场分析师 张驰宁 Z0020302 今日开盘，国内有色贵金属市场再次经历了显著下跌，午后盘面状况并未出现改善迹象，甚至较今晨进 一步恶化，多数合约盘中触及跌停： | | 代码 | 名称 | 现价 | 涨幅(结)1 | | --- | --- | --- | --- | --- | | 1 | aq2604 | 沪银2604 | 24832 | -17.00% | | 2 | pd2606 | 把2606 | 413.70 | -16.00% | | 3 | pt2606 | 辑2606 | 552.15 | -16.00% | | ব | au2604 | 沪金2604 | 1020.40 | -14.75% | | ഗ | Ic2605 | 碳酸锂2605 | 134140 | -12.88% | | 6 | sn2603 | 沪锡2603 | 392650 | -11.00% | | 7 | ni2603 | 沪镇2603 | 130080 | -10.71% | | 8 | cu2603 | 沪铜2603 | 9858 ...

2月2日午后，现货黄金一度失守4500美元/盎司，为1月9日以来首次，日内重挫7.9%；截至发稿，报4533.66美元/盎司，跌7.38%； 现货白银一度跌超14%，截至发稿，跌11.49%，报75.46美元/盎司；纽约期银日内跌超5%，现报75.52美元/盎司。 中金公司最新发布的研究报告分析称，金价显然已超越单纯的基本面主导，传统的黄金测算模型如实际利率已失效。影响更大的地缘与货币体系重构因 素，目前没有具体兑现时间，短期留给市场想象空间。投资者需警惕，黄金急涨急跌由情绪和资金驱动，节奏难以把握。 新湖期货研究所研究报告指出，尽管本轮金价涨幅超过去年10月高点，COMEX黄金非商业多头持仓占比却未同步刷新前高，显示机构追涨意愿有限；白 银则呈现多头大幅减仓、空头基本持平的格局，非商业净多头显著回落，反映专业资金对当前涨势持谨慎态度，散户投机情绪或更占主导地位。结合周五 夜盘极端跌幅，不排除量化策略在高杠杆、高波动背景下触发程序化止损，引发踩踏式抛售。 淡水泉（香港）总裁兼首席经济学家陶冬认为，黄金的短期走势仍待观察，但是这些不改其看好黄金。在去美元化的大旗下，主权资金、机构资金、零售 资金一起涌向这个曾被 ...

【导读】有色金属板块继续暴跌，个股开盘大面积跌停；石油石化板块不振，三大运营商集体走低；白酒股再度冲高 大家好！周一开工大吉，来一起关注最新的市场行情和资讯～ 2月2日，A股三大指数开盘涨跌互现：上证指数跌0.93%，深证成指跌0.54%，创业板指涨0.65%。上午市场窄幅震荡，截至发稿，上证指数、深证成指跌 幅有所收窄，创业板指持续飘红。 | | . | 14172.23 14172.23 | 3362.41 | | --- | --- | --- | --- | | | | 深证成指 -0.24% | 创业板指 +0.48% | | 4097.10 上证指数 -0.51% | | | | 盘面上，有色金属、石油石化等板块继续走低，黄金珠宝、工业金属、铜产业、先进封装、存储器、油气开采等方向大跌；特高压、白酒、饮料、智能电 网等概念股活跃。 | 名称 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | | 沪银2604 | 24832 | -5087 | -17.00% | | 铂2606 | 552.15 -105.15 | | -16.00% | | 耙2606 | ...

| 沪金 2604 GO < > au2604 主 上期所 ▼ | | --- | | 1064.30 今开 1140.00 最高 1154.78 最低 1016.00 | | -11.08% -132.62 总手 60.5万 持仓 18.5万 日增 -1960 | | 更多 结算 -- 昨结 1196.92 | 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 周一早盘，有色板块继续大面积低开，贵金属方向领跌，白银有色（维权）、湖南白银、豫光金铅、中 金黄金、晓程科技等三十余股跌停。 黄金股ETF工银、黄金股票ETF基金等多只黄金股ETF开盘跌停。 | 名称 | 最新 | 涨幅↑ | 涨跌。 | | --- | --- | --- | --- | | 黄金股 ETF工银 | 2.084 | -10.02% | -0.232 | | 159315 | | | | | 黄金股票 ETF | 1.977 | -10.01% -0.220 | | | 159321 | | | | | 黄金股票 ETF | 2.006 -10.00% -0.223 | | | | 517400 | | | | ...

刚刚，国内商品期货市场开盘后，主力合约多数下跌，其中贵金属、有色金属板块大幅下挫！ 继沪银上周五夜盘跌停后，今日铂、钯、锡也纷纷跌停。 | 代码 | 名称 | 现价 | 涨幅(结)↑ | 淵珠 | 淵速 | 买价 | 卖价 | | --- | --- | --- | --- | --- | --- | --- | --- | | ag2604 | 沪银2604 | 24832 | -17.00% | -5087 | 0.00 | | 24832 | | pd2606 | 舞2606 | 413.70 | -16.00% | -78.80 | 0.00 | | 413.70 | | pt2606 | 铂2606 | 552.15 | -16.00% | -105.15 | 0.00 | | 552.15 | | au2604 | 沪金2604 | 1060.38 | -11.41% | -136.54 | 0.46 | 1060.06 | 1060.40 | | sn2603 | 沪锡2603 | 392650 | -11.00% | -48530 | 0.00 | | 392650 | | cu2603 | ...

消息面上，据央视新闻消息，美国总统特朗普当地时间20日表示，他控制格陵兰岛的目标"绝不会改 变"，并拒绝排除以武力夺取格陵兰岛的可能性。 格陵兰岛是世界第一大岛，也是丹麦的自治领地。特朗普自去年上任以来曾多次扬言要得到格陵兰岛。 据称，丹麦国防部文件显示，美国去年曾试图绕过正常渠道，秘密获取关于丹麦自治领地格陵兰岛的军 事设施、港口和空军基地的信息。美方行为引发丹麦的担忧和警惕。 1月21日上午，现货黄金价格再度飙升，首次升破4800美元/盎司整数关口，现涨0.90%，本月涨幅超 10%。 国内期货方面，黄金主力合约沪金2604涨超3%，报1086.24元/克。 ...

Group 1: Copper Market - The main copper futures in Shanghai fell below 100,000 yuan, reaching a low of 99,210 yuan, while London copper retreated to around 12,785 USD [4][17]. - Macro sentiment is neutral to bearish, influenced by geopolitical tensions and fiscal concerns, leading to downward pressure on copper prices [5][18]. - LME copper inventory increased by 8,875 tons to 156,300 tons, while LME copper warrants decreased by 4,462 tons to 148,000 tons [5][18]. - Mantoverde is operating normally but is only producing at 75% capacity, with attention on strike adjustments [5][18]. - Short-term copper prices are expected to remain under pressure, with a reference trading range of 98,500 to 100,500 yuan per ton for the main Shanghai copper futures [5][18]. Group 2: Aluminum Market - Overnight alumina futures showed weak fluctuations, with spot prices stabilizing after a decline [19]. - Concerns over rising shipping costs before the Spring Festival have led traders to be less willing to sell at significant discounts [19]. - Some production companies in Guizhou and Guangxi are beginning maintenance and short-term shutdowns, which may scale up before the holiday [19]. - The registered amount of alumina warrants decreased significantly by over 70,000 tons to 116,000 tons, with physical warrants expected to flow to terminal aluminum plants [19]. - The 05 contract for alumina is expected to trade between 2,500 and 2,800 yuan per ton, with a recommendation to hold short positions [20]. Group 3: Zinc Market - Zinc prices showed weak fluctuations overnight, with macroeconomic factors and escalating trade tensions contributing to bearish sentiment [22]. - The supply side is affected by a slowdown in TC declines, while the demand side remains weak, particularly in the black metal sector [22]. - The current trading range for the main zinc contract is expected to be between 23,800 and 24,800 yuan per ton, with a recommendation to remain cautious [22]. Group 4: Lead Market - Lead prices showed weak fluctuations overnight, with supply pressures from both primary and secondary sources [23]. - The overall market sentiment is weak, with downstream purchasing intentions declining as the traditional off-season approaches [23]. - The expected trading range for the main lead contract is between 16,800 and 17,800 yuan per ton, with a recommendation for range trading [23]. Group 5: Precious Metals Market - Precious metals experienced a broad upward trend, with gold and silver breaking previous highs due to increased safe-haven buying amid geopolitical tensions [25]. - The European Parliament's suspension of trade agreement approvals and Trump's comments on potential military actions have heightened geopolitical risks, boosting demand for precious metals [25]. - The trading ranges for gold, silver, platinum, and palladium are set at 1,040-1,100 yuan per gram, 22,000-24,000 yuan per kilogram, 600-660 yuan per gram, and 480-530 yuan per gram, respectively [25].