Group 1 - International gold and silver prices experienced a significant drop on February 2, with gold futures falling below $4,500 per ounce and silver futures dropping to $72.35 per ounce. This followed a record high in January where gold reached $5,626.80 per ounce and silver hit $120.57 per ounce, marking increases of approximately 29.89% and 72% respectively [1] - The domestic commodity futures market saw most major contracts decline, including metals like silver, nickel, copper, palladium, and platinum, as well as oil products. Bitcoin also fell to $74,532 per coin, the lowest since April 2025. Analysts noted that the previous surge in gold prices is now facing a severe "value reassessment" due to tightening global liquidity and the collective decline of Bitcoin and commodities [1] - On February 2, gold jewelry prices in Shenzhen dropped to 1,339 yuan per gram, a decrease of over 100 yuan from the previous day [3] Group 2 - Citigroup's latest commodity report warned that gold valuations have reached extreme levels, with global gold expenditure as a percentage of GDP soaring to 0.7%, the highest in 55 years. If the gold allocation ratio returns to its historical norm of 0.35%-0.4%, gold prices could face a "halving" risk [2] - The A-share market reflected the volatility in precious metals, with the Shanghai Composite Index closing down 2.48% on February 2. The precious metals sector was heavily impacted, with numerous stocks hitting the daily limit down, including companies like Xiaocheng Technology, which fell by 18.96% [5] - The Shanghai Gold Exchange announced adjustments to the margin levels and price limits for silver contracts due to significant price fluctuations. The margin for silver contracts was raised from 20% to 26%, and the price limit was adjusted from 19% to 25% [7] - Some institutions believe that the recent pullback in gold and silver prices is temporary. UBS forecasts that global central bank gold net purchases will reach 950 tons in 2026, indicating strong demand for gold reserves. Additionally, net inflows into gold ETFs are expected to reach 825 tons, significantly exceeding the average from 2010 to 2020 [7]

Market Performance - The three major A-share indices collectively declined, with the Shanghai Composite Index falling by 2.48%, the Shenzhen Component Index down by 2.69%, and the ChiNext Index decreasing by 2.46% [1] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets was 26,066 billion yuan, a decrease of 2,558 billion yuan compared to the previous day, with over 4,600 stocks declining [1] Sector Performance - The sectors that experienced significant declines included precious metals, oil and gas extraction and services, chemicals, coal, steel, semiconductors, PEEK materials, and photolithography concept stocks [1] - In contrast, the liquor and electric grid equipment sectors showed strong performance [1] ETF Performance - The new economy ETF from Yinhua rose by 7.57%, while the food and beverage sector also saw gains, with the Penghua Fund liquor ETF and the Huabao food and beverage ETF increasing by 1.48% and 1.33%, respectively [1] - The electric grid equipment sector had a strong upward trend, with ETFs from Huaxia, Guangfa, and Guotai rising by 1.33%, 1.06%, and 1.01%, respectively [1] Specific Sector Issues - The non-ferrous sector faced a wave of limit-downs, with 30 non-ferrous themed ETFs, including the Industrial Bank gold stock ETF and the Yinhua non-ferrous ETF, hitting the limit down [2] - The semiconductor sector also saw a decline, with the China-Korea semiconductor ETF reaching its limit down [2]

有色板块现跌停潮，黄金股ETF工银、黄金股票ETF和黄金股ETF跌停。半导体板块下挫，中韩半 导体ETF跌7%。 上证指数午盘跌1.32%，创业板指跌1.18%。黄金、基本金属现跌停潮，油气、煤炭、化工、钢铁 跌幅靠前；农业、半导体、房地产跌幅明显。特高压概念股逆势上涨，白酒、培育钻石、AI应用题材 活跃。 ETF方面，新经济ETF银华、博时基金教育ETF分别涨4.73%、4%。电网设备板块强势上涨，华夏 基金电网设备ETF、电网设备ETF广发和国泰基金电网ETF分别涨2.72%、2.28%和2.23%。食品饮料板 块走高，鹏华基金酒ETF、食品饮料ETF华宝分别涨1.85%、1.55%。光伏板块表现活跃，光伏ETF易方 达涨1.15%。 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@staff.hexun.com （责任编辑：贺翀 ） ...

| 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 | | | | ...

A股今日集体调整，截至收盘，沪指跌0.09%，深成指跌0.85%，创业板指跌0.91%，北证50指数跌 1.45%，沪深京三市成交额32806亿元，较上日放量1625亿元，三市超3700只个股飘绿。 板块题材上， 黄金、有色金属、动物疫苗、保险、油气开采及服务、化工、猪肉板块涨幅居前；商业航天、大飞机、 军工装备、光刻机、半导体、机器人、量子科技、AI手机概念股跌幅居前。 ETF方面，国际金价站上5100美元/盎司，黄金、有色资源股全线爆发，华安基金黄金股票ETF、平 安基金黄金股票ETF基金、黄金股ETF工银、国泰基金黄金股票ETF均涨超8%。有色板块全线上扬，有 色矿业ETF招商、国泰基金矿业ETF分别涨6.31%和6.23%。油气股表现强势，能源ETF广发涨4.39%。 商业航天板块全线回落，卫星ETF、卫星产业ETF和卫星ETF广发分别跌8.16%、7.97%和7.91%。 半导体设备板块走低，半导体设备ETF跌4%。 （责任编辑：贺翀 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅 ...

A股三大指数早盘涨跌不一，截至午盘，沪指涨0.12%，深成指跌0.74%，创业板指跌0.86%，北证 50指数跌0.97%，沪深京三市半日成交额22631亿元，较上日放量3495亿元。全市场超3700只个股下 跌。 板块题材上，黄金、有色金属、禽流感、石油天然气、保险、化工、证券、港口航运板块涨幅居 前；商业航天、军工装备、游戏、光刻机、半导体、人形机器人、AI手机概念股跌幅居前。 ETF方面，国际金价首次站上5000美元/盎司，黄金、有色资源股全线爆发，平安基金黄金股票ETF 基金、黄金股ETF工银、国泰基金黄金股票ETF分别涨7.34%、7.33%、6.95%。油气股表现强势，油气 ETF华泰柏瑞涨6%。 商业航天板块全线回落，卫星ETF、卫星产业ETF和卫星ETF广发分别跌6.85%、6.77%和6.6%。半 导体设备板块走低，半导体设备ETF易方达跌4%。 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容 的准确性、可靠性或完整性提供任何明示或暗示的保证。请读者仅作参考，并请自行承担全部责任。邮箱： news_center@s ...

黄金股方面，，湖南黄金、招金黄金等多股涨停. 老铺黄金股价持续飙升，今日盘中一度涨近14%，至898港元，股价创2025年7月以来新高。花旗近日上调老铺黄金2026年及 2027年盈利预测5%，表示近期门市客流量的增长势头可能会持续到农历新年。由于同店销售增长加快，抵消金价飙升导致 毛利率预期下调的影响。花旗还表示，近期金价上涨引发强劲的需求，使得该公司的产品价格接近其大众市场同类产品的 价格。花旗同时将今年收入预测调高6%。 ETF方面，黄金股票ETF基金、黄金股ETF工银涨超7%；黄金股票ETF、黄金股ETF涨超6.6%。 | 代码 | 名称 | 涨跌幅\ | 年初至今 | 估算规模 管理公司 | | | --- | --- | --- | --- | --- | --- | | 159322 | 黄金股票ETF基金 | 7.34% | 36.01% | 1.29亿 | 平安基金 | | 159315 | 黄金股ETF工银 | 7.33% | 37.40% | 2.22亿 | 工银瑞信基金 | | 517400 | 黄金股票ETF | 6.95% | 37.07% | | 8.26亿 国泰基金 | | 5 ...