Group 1 - Gold stocks have declined again, with China Gold International (02099) down 6.21% to HKD 188.9, Zijin Mining (02899) down 5% to HKD 39.56, Zijin Gold International (02259) down 4.82% to HKD 205.2, and Chifeng Jilong Gold Mining (06693) down 4.77% to HKD 35.9 [1] - Recent volatility in the international gold market has been noted, with a report from Galaxy Securities indicating that expectations of liquidity premium due to perceived loss of Federal Reserve independence and a pullback from recent price surges may lead to a potential increase in gold prices [1] - Dongfang Securities mentioned that the recent nomination of Waller by Trump for the next Federal Reserve Chair has led to market expectations that Waller would support interest rate cuts, but would not adopt aggressive monetary easing policies like other potential nominees, alleviating concerns about Fed independence [1]

Group 1 - The silver market experienced a significant drop, with spot silver falling over 8% and spot gold declining more than 1% [1] - In the A-share market, the precious metals sector saw widespread adjustments, with companies like Hunan Silver hitting the daily limit down and several others, including Xiaocheng Technology and Silver Nonferrous, also experiencing substantial declines [3] - The precious metals sector reported a weekly decline of 25.57%, while it had increased by 44.61% over the past month and 63.85% over the past quarter, with an impressive annual increase of 187.90% [4] Group 2 - Specific companies in the precious metals sector faced notable declines, such as Xiaocheng Technology down 9.74%, Hunan Silver down 9.97%, and Silver Nonferrous down 8.89% [4] - Hunan Silver is identified as a high-tech enterprise focused on the production and operation of high-purity silver and silver deep processing [4] - The overall market sentiment in the precious metals sector appears bearish, with multiple companies reporting significant losses in their stock prices [3][4]

Core Viewpoint - The article highlights the top ten stocks with the highest net financing purchases on February 4, indicating strong investor interest in these companies [1] Group 1: Top Stocks by Net Financing Purchases - Kingsoft Office leads with a net purchase of 315 million yuan [1] - Zhongjin Gold follows with a net purchase of 245 million yuan [1] - Laplace ranks third with a net purchase of 234 million yuan [1] - China Satellite has a net purchase of 212 million yuan [1] - Shiyun Circuit received a net purchase of 198 million yuan [1] - Aotaiwei saw a net purchase of 185 million yuan [1] - Chifeng Gold and Baiyin Nonferrous both had net purchases of 151 million yuan [1] - Zijin Mining recorded a net purchase of 149 million yuan [1] - Huamao Technology had a net purchase of 143 million yuan [1]

Group 1 - The core viewpoint of the news is that gold prices have rebounded strongly, with spot gold surpassing $5000, reflecting a daily increase of over 2% and a rebound of nearly $600 from this week's low [1] - The geopolitical tensions in the region, particularly involving the U.S. military and Iran, are contributing to the rising gold prices [1] - International investment banks indicate that the fundamental demand for gold remains unchanged, driven by global central bank purchases and increased private investment in gold for asset diversification [1] Group 2 - Silver prices are supported by sustained industrial demand, leading institutions to remain optimistic about the rebound potential for both gold and silver prices [1] - As of the latest update, several gold stocks have seen significant increases, with China Gold International rising by 5.13%, Chifeng Jilong Gold Mining up by 3.89%, Zijin Mining International increasing by 3.13%, and the International Gold Group up by 3.07% [2]

四川黄金、招金黄金、西部黄金、中金黄金、赤峰黄金等个股跌幅收窄，恒邦股份涨超1%。 (本文来自第一财经) ...

股份發行人及根據《上市規則》第十九B章上市的香港預託證券發行人的證券變動月報表 截至月份: 2026年1月31日 狀態: 新提交 呈交日期: 2026年2月4日 I. 法定/註冊股本變動 | 1. 股份分類 | 普通股 | 股份類別 | A | | | 於香港聯交所上市 (註1) | | 否 | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 證券代號 (如上市) | 600988 | 說明 | | 於上海證券交易所上市之A股 | | | | | | | | | 法定/註冊股份數目 | | | 面值 | | | 法定/註冊股本 | | | 上月底結存 | | | 1,663,911,378 | RMB | | | 1 RMB | | 1,663,911,378 | | 增加 / 減少 (-) | | | | | | | RMB | | | | 本月底結存 | | | 1,663,911,378 | RMB | | | 1 RMB | | 1,663,911,378 | | 2. 股份分類 | 普通股 | 股份類別 | H | ...

- The report does not contain any quantitative models or factors for analysis[1][3][4]

Group 1 - The Hong Kong stock market's non-ferrous metal sector experienced a rebound on February 4, with notable increases in various companies' stock prices [2] - Minmetals Resources saw a rise of over 5%, while Jiangxi Copper Co. increased by more than 3% [2] - Other companies such as Chifeng Jilong Gold Mining and Zijin Mining International also reported gains, with increases close to 3% and nearly 2% respectively [2]

科网股多数走低，美团、快手、腾讯控股、携程集团、华虹半导体、哔哩哔哩、百度集团均跌超1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 - | | --- | --- | --- | --- | | 美团-W | 91.500 | -1.700 | -1.82% | | 快手-W | 72.150 | -1.300 | -1.77% | | 携程集团-S | 476.600 | -8.200 | -1.69% | | 金蝶国际 | 12.450 | -0.210 | -1.66% | | 腾讯控股 | 572.000 | -9.000 | -1.55% | | 零跑汽车 | 39.000 | -0.600 | -1.52% | | 华虹米音体 | 106.300 | -1.400 | -1.30% | | 比亚迪股份 | 88.900 | -1.100 | -1.22% | | 哔哩哔哩-W | 250.000 | -3.000 | -1.19% | | 百度集团-SW | 139.900 | -1.500 | -1.06% | | 阿里巴巴-W | 159.400 | -1.600 | -0.99% | | ...

2月4日，港股低开，恒生指数跌0.14%，恒生科技指数跌0.87%。 科网股多数走低，美团、快手、腾讯控股、携程集团、华虹半导体、哔哩哔哩、百度集团均跌超1%。 | 名称 | 现价 | 涨跌 | 涨跌幅 ^ | | --- | --- | --- | --- | | 美团-W | 91.500 | -1.700 | -1.82% | | 快手-W | 72.150 | -1.300 | -1.77% | | 携程集团-S | 476.600 | -8.200 | -1.69% | | 金蝶国际 | 12.450 | -0.210 | -1.66% | | 腾讯控股 | 572.000 | -9.000 | -1.55% | | 零跑汽车 | 39.000 | -0.600 | -1.52% | | 交汇录备体 | 106.300 | -1.400 | -1.30% | | 比 亚迪股份 | 88.900 | -1.100 | -1.22% | | 昨週昨週-W | 250.000 | -3.000 | -1.19% | | 百度集团-SW | 139.900 | -1.500 | -1.06% | | 阿里巴 ...