Right-wing political scientist Laura Fernandez won Costa Rica’s presidential election on Sunday by a landslide, after promising to crack down hard on rising violence linked to the cocaine trade. Fernandez’s nearest rival, centre-right economist Alvaro Ramos, conceded defeat as results showed the ruling party far exceeding the threshold of 40 per cent needed to avoid a run-off. With 81.24 per cent of polling stations counted, the political heir of outgoing President Rodrigo Chaves had 48.94 per cent of the vote compared to 33.02 per cent for Ramos. Advertisement As soon as the first results were announced, members of Fernandez’s Sovereign People’s party erupted in celebrations around the country, waving blue, red and white-striped Costa Rican flags. Laura Fernandez is a protege of the outgoing president. Photo: AFP “Viva Rodrigo Chaves,” some cheered, in a nod to Fernandez’s mentor.

比特幣周一跟隨其他風險資產急挫，一度跌穿7.5萬美元水平，見去年4月來低位，iFAST Global Markets副總裁溫鋼城看淡未跌完，可能要試5萬美元？

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Palantir Technologies (NasdaqGS:PLTR) has expanded its alliance with HD Hyundai, its largest and longest collaboration in Korea. The HD Hyundai deal broadens use of Palantir's AI across multiple industrial units, adds new pilots, and includes plans for an AI Center of Excellence. Separately, Sovereign AI selected Palantir, alongside Accenture, to help build sovereign grade AI data centers and infrastructure across EMEA. These agreements increase Palantir's role in commercial and government facing AI infrastructure across key global regions. Palantir comes into these new deals with a mixed recent share performance. The stock trades at $146.59, with a 7 day return of 12.5%, a 30 day return showing a 12.7% decline, and a 1 year return of 75.1%. Over 3 years, the return is described as very large, and over 5 years the stock is up 306.6%. For investors, the HD Hyundai expansion and the Sovereign AI partnership illustrate how Palantir is tying its software to long term infrastructure projects in both industrial and government adjacent settings. From here, the key questions are how quickly these relationships may translate into scaled deployments and recurring revenue, and how consistently Palantir can pursue similar deals across other regions. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Feb 2026 How Palantir Technologies stacks up against its biggest competitors The HD Hyundai expansion and the Sovereign AI partnership push Palantir further into two areas it has been courting for years, heavy-industry digitization and sovereign-grade AI infrastructure. Together, they widen the use of Palantir’s Foundry and Artificial Intelligence Platform across...

格隆汇2月2日｜开源证券研报指出，指南针业绩符合预期，证券业务高增体现协同效应。受益于股市向好，公司金融信息服务收入稳健增长，现金流表现符合预期，证券业务保持快速发展，协同效应持续体现。该行下修市场交易量假设，下修2026、2027年归母净利润预测至3.6、4.8（调前6.8、10.5），同比+57%/+34%，新增2028年预测为5.8亿，同比+21%，当前股价对应PE210.8、157.3、130.3倍。2025年公司完成先锋基金股权收购与增资，持股90%，财富管理生态持续完善。公司拟年度分红，分红金额0.49亿，分红率21%。公司软件与证券业务受益于股市上涨，较高经营杠杆带来较大的净利润弹性，维持“买入”评级。

Good morning . Gold and silver slump as an overcrowded rally unwinds. Mercedes courts glamour. And Amazon’s Melania beats box-office expectations. Listen to the day’s top stories . Gold and silver extended sharp losses after a rally seen as overcrowded unwound , with spot prices down more than 6% and silver sliding nearly 12%. “This isn’t over,” as liquidity thins, said Robert Gottlieb, a former precious metals trader at JPMorgan. Chinese traders are facing at least $144 million in losses linked to dealer “The Hat.” Copper also declined . Asian equities suffered their worst two-day drop since early April. Iran’s supreme leader Ayatollah Ali Khamenei warned of a “regional war” if the country is attacked, as tensions with the US escalated after President Donald Trump last month threatened strikes. Trump signaled Khamenei’s threat didn’t surprise him and said he’s hopeful that “we’ll make a deal.” Earlier, Iran’s army chief renewed warnings that Tehran may strike Israel as speculation grows over a possible US assault. Delegations from the US, Russia and Ukraine will meet in Abu Dhabi on Feb. 4-5, Ukrainian President Volodymyr Zelenskiy said, as Kyiv seeks progress toward ending the war. Meanwhile, a Russian drone strike on a bus carrying mine workers killed at least 15 civilians in central Ukraine. Nvidia CEO Jensen Huang said a proposed $100 billion investment in OpenAI was “never a commitment” and the chipmaker would consider any funding rounds “one at a time.” UK Prime Minister Keir Starmer said he still wants Britain to join the EU’s €150 billion SAFE defense fund despite a failed bid last year, arguing closer European cooperation on military spending and capability makes sense, as senior UK and EU officials prepare for talks in London this week. Check out our Markets Today live blog for all the latest news and analysis relevant to UK assets. Deep Dive: Mercedes CEO’s Last Shot Surrounded by more than a century of automotive history at the Mercedes-Benz museum in S...

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Palantir Technologies (NasdaqGS:PLTR) has expanded its alliance with HD Hyundai, its largest and longest collaboration in Korea. The HD Hyundai deal broadens use of Palantir's AI across multiple industrial units, adds new pilots, and includes plans for an AI Center of Excellence. Separately, Sovereign AI selected Palantir, alongside Accenture, to help build sovereign grade AI data centers and infrastructure across EMEA. These agreements increase Palantir's role in commercial and government facing AI infrastructure across key global regions. Palantir comes into these new deals with a mixed recent share performance. The stock trades at $146.59, with a 7 day return of 12.5%, a 30 day return showing a 12.7% decline, and a 1 year return of 75.1%. Over 3 years, the return is described as very large, and over 5 years the stock is up 306.6%. For investors, the HD Hyundai expansion and the Sovereign AI partnership illustrate how Palantir is tying its software to long term infrastructure projects in both industrial and government adjacent settings. From here, the key questions are how quickly these relationships may translate into scaled deployments and recurring revenue, and how consistently Palantir can pursue similar deals across other regions. Stay updated on the most important news stories for Palantir Technologies by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Palantir Technologies. NasdaqGS:PLTR Earnings & Revenue Growth as at Feb 2026 How Palantir Technologies stacks up against its biggest competitors The HD Hyundai expansion and the Sovereign AI partnership push Palantir further into two areas it has been courting for years, heavy-industry digitization and sovereign-grade AI infrastructure. Together, they widen the use of Palantir’s Foundry and Artificial Intelligence Platform across...

上環逾5千萬日圓劫案，警方拘捕6人，其中4人在東區裁判法院提堂。 4名被告包括三名日籍男子和一名內地女子，由23歲至53歲，同被控一項串謀搶劫罪，由警車押送到法院應訊。 三名男被告有兩人報稱無業，一人報稱是文員，而女被告稱為是傳譯員。 法庭將案件押後至4月14日再訊，以待控方進一步調查，期間各被告須還押。 控罪指4人於上月30日，在上環串謀搶劫一名日籍事主，共5,100萬日圓。

格隆汇2月2日｜亚马逊将于美东时间2月5日盘后公布第四季度财报，财经分析师Nova Capital称，在财报发布前夕，考虑到未来几年应出现的业务增长水平，亚马逊看起来相当便宜。未来12个月内有超过28%的上涨潜力，并预期第四季度业绩将非常强劲。

TLDRs; Oracle plans a $50B AI cloud fundraise, triggering investor caution amid cash flow pressures. OpenAI contract drives massive infrastructure spending, raising questions about long-term revenue timing. Stock decline reflects market concerns over heavy debt and operational risks for AI expansion. Energy demands from new data centers could stress local power grids in Northern Virginia. 💥 Find the Next KnockoutStock! Get live prices, charts, and KO Scores from KnockoutStocks.com , the data-driven platform ranking every stock by quality and breakout potential. Oracle (NYSE: ORCL) announced plans to raise up to $50 billion in 2026 to expand its AI cloud infrastructure, a move that has caused its stock to dip slightly. The fundraising effort will include both equity and debt instruments, signaling the company’s commitment to meeting surging demand from major clients such as OpenAI, Meta, NVIDIA, AMD, TikTok, and xAI. Oracle Corporation, ORCL The initiative comes as Oracle seeks to solidify its position in the rapidly growing AI cloud market. OpenAI, in particular, has committed to approximately $300 billion in server rentals from Oracle, highlighting the scale of the opportunity, but also the risks tied to heavy upfront investment. Stock Market Reacts to Cash Burn Concerns Investors reacted cautiously to the announcement, with Oracle’s stock declining slightly in early trading. The company’s market capitalization is already down more than 50% from its September high, which followed a dramatic 36% one-day jump when AI contract disclosures, including OpenAI, were first announced. Oracle $ORCL said today it plans to raise $45B to $50 Billion in 2026 to build additional capacity for its cloud infrastructure through a combination of debt and equity sales – Bloomberg “Oracle is raising money in order to build additional capacity to meet the contracted demand… pic.twitter.com/kqgYiOzzRh — Evan (@StockMKTNewz) February 1, 2026 Analysts note that Oracle’s credit default swaps...

【有線新聞】江蘇連雲港發生一宗令人髮指的火燒狗籠慘劇，兩名男童被指在屋苑玩火，火種波及路邊一個狗籠，籠內一隻西摩犬無處可逃，慘叫掙扎約三分鐘後，最終被活活燒死。事件引起公憤，據報涉事家長事後提出賠償6,000元人民幣「私了」，惟狗主表明拒絕，要求公開道歉。 西摩犬受困掙扎 慘遭活活燒死 事發於連雲港市東海縣中央花園小區，內地社交平台周日（1日）流傳閉路電視片段，身穿黑衣、據指就讀於東海縣牛山小學的男童疑因貪玩，手持點燃的煙火在屋苑公共地方的一個狗屋旁徘徊，導致籠內易燃物被點燃。 狗主姜女士接受內地傳媒訪問時透露細節，片中的兩名男童曾兩度接近狗籠，一人首先將點燃的煙花扔進籠內後跑開；約1分鐘後，兩人再次共同點燃一支煙花，狗籠內冒煙加劇，但未再次扔入，隨後一人跑去追逐小區內的雞隻。 一名男童將點燃的煙花扔進籠內後跑開（閉路電視片段） 閉路電視片段可見，當時在場玩火的另一名男童之後開始大喊「著火了」，但為時已晚，火勢迅速蔓延，瞬間吞噬整個狗屋。由於狗籠被鎖上，籠內一隻西摩犬無法逃生，在狹窄空間內縮成一團，烈火中發出淒厲慘叫，掙扎約3分鐘後慘變焦屍。 物管稱「已解決」 狗主否認：要求公開道歉 有內地傳媒報道，街道辦事處人員周一（2日）透露，涉事男童及其家長已被派出所傳喚；而涉事屋苑物管經理回應指，屋苑公共地方嚴禁放置狗屋，事前已清理過一批，惟涉事狗主仍違規放置。物管又指目前公安已介入，涉事家長事後帶同男童向狗主賠禮道歉，並賠償6,000元人民幣，雙方已達成和解，事件視為已解決。 物管稱家長事後帶同男童向狗主賠禮道歉，雙方已達成和解 惟狗主接受傳媒訪問，指事後警方介入調停，涉事兩童家長表示願意聯合賠償6,000元或賠償一隻新狗「私了」，但她和家人並未接受。狗主姜女士指這隻西摩犬已飼養七年，家人對其感情深厚，「狗狗很有靈性且乖巧，業主們尤其是孩子很喜歡牠」，她說希望兩童及家屬在業主群組裡公開道歉。 對於物管指其違規在公共區域放置狗屋，狗主解釋多年來物業和鄰居從未明確禁止，且鄰里關係和睦，若不被允許不可能飼養多年。而有自稱是狗主的網民，目前在微博、抖音、小紅書等多個平台的帖文全部清空，據指遭到社交平台下架。 狗主指這隻西摩犬已飼養七年，家人對其感情深厚 事件引發內地網民憤慨，不少人怒斥涉事男童行為冷血，「聽著牠慘叫，我雞皮疙瘩都起來了」、「這是虐殺」。有人質疑家長管教無方，直指「...

(RTTNews) - Compal Electronics and BeyondAI announced a partnership to deliver a Total Enterprise AI Solution built on a validated high-performance server platform, purpose-designed for the scale, complexity, and mission-critical demands of the LNG sector. At LNG2026 in Doha, the companies will jointly present a complete Enterprise AI operating architecture that moves toward a truly industrialized AI platform. At LNG2026, all Enterprise AI solutions from BeyondAI will operate live on Compal's server platform, the SX420-2A, positioning it as the infrastructure backbone of the Total Enterprise AI Solution. AJ Abdallat, CEO of BeyondAI, said: "Our collaboration with Compal brings that vision into an on-premises offering that allows organizations to deploy trusted AI systems they can operate, govern, and scale inside their own environments." Compal Electronics is trading at 32.30 New Taiwan dollar, down 1.37%. The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

格隆汇2月2日丨欧洲基准天然气价格一度下跌超9%。

通光线缆、双杰电气20CM涨停 2月2日，A股电网设备及智能电网板块表现强势，多只个股涨停，市场热度显著提升。 截至发稿，通光线缆、双杰电气实现20CM涨停，亿能电力上涨逾20%，森源电气、保变电气、顺钠股份、三变科技、积成电子、广电电气等纷纷涨停，中超控股、杭电股份等亦跟随上涨。 数据显示，2025年初至今该板块已累计上涨14.46%。 政策与投资确定性拉满 电网设备板块强势走高的核心底气， 在于政策导向的明确性与电网投资的高确定性 。 在顶层设计与投资布局层面，国家级电网投资力度持续加码。国家电网“十五五”期间固定资产投资预计将达4万亿元，较“十四五”增长40%。将重点推进主配微协同的新型电网建设，巩固“西电东送、北电南供”骨干网架，并加快城乡配网建设与微电网探索。 与此同时，南方电网2026年固定资产投资计划为1800亿元，实现连续五年增长，年均增速达9.5%。市场普遍预计，南方电网在“十五五”期间的总投资规模约在1万亿元左右。 政策支持不仅在投资规模上体现，更在机制完善上持续发力。 1月30日，国家发展改革委、国家能源局印发《关于完善发电侧容量电价机制的通知》，首次在国家层面明确建立电网侧独立新型储能容量电价机制。 这一机制将有助于推动储能合理布局，促进电网调度与输配能力升级，从而进一步拓展相关电力设备的市场空间。 在需求侧， 新能源并网加速与全球AI算力爆发共同构成行业增长的“双引擎” 。随着风电、光伏等间歇性新能源装机占比快速提升，电网在消纳、输送与调度方面面临更高要求，特高压、智能变配电、储能配套等设备升级需求日益凸显。另一方面，AI算力基础设施的快速发展带动数据中心电力需求大幅攀升，变压器等关键设备已成为支撑算力生态的核心环节。 目前，国内多地变压器工厂处于满负荷生产状态，部分面向数据中心的订单排期已至2027年，美国市场相关设备的交付周期也从50周延长至127周，充分印证了全球范围内需求的强劲与持续性。 数据显示，我国变压器行业拥有约3000家企业，2025年变压器出口总额达646亿元，同比增长近36%。目前，我国已成为全球最大的变压器生产国，实现全链条自主可控，产能约占全球总量的60%。 机构：全球电网年均投资规模具备较大增长空间 在此背景下， 电网设备板块企业正迎来显著的订单增长与业绩兑现期 。 作为特高压领域的龙头企业，特变电工2025年先后...

騰訊控股(00700)出現大手買入1萬股，成交價$595.5，涉資595.5萬 AASTOCKS.com

格隆汇2月2日｜合盛硅业(603260.SH)收跌4.87%报47.28元，股价创去年10月30日以来逾3个月新低；全天成交5.96亿元，最新市值559亿元。合盛硅业公布，经财务部门初步测算，预计2025年年度实现归属于母公司所有者的净利润为-330,000万元到-280,000万元，与上年同期相比，将出现亏损。预计2025年年度实现归属于母公司所有者的扣除非经常性损益后的净利润为-333,000万元到-283,000万元。 2025年，公司所处行业整体经历阶段性供需结构调整，产品价格面临下行压力。受光伏产业链供需关系变化影响，工业硅市场需求同比显著收缩，销售价格随之下行，据百川盈孚统计数据，2025年金属硅553市场均价同比下降约27%，导致该业务收入与毛利同比大幅下降。公司通过持续的成本优化与运营管理，工业硅业务仍保持了一定的盈利水平，展现了核心业务的经营韧性。(格隆汇)

格隆汇2月2日｜摩根大通发表报告，对中国火电公用事业转为更谨慎的看法，并将华润电力的评级从“增持”下调至“中性”，目标价由21.5港元降至17港元；维持对华能国际电力的“减持”评级，H股目标价由4.85港元降至4.5港元。该行认为，取消电价下限可能导致2027年预期起的火电上网电价进一步下行，从而压缩该行所覆盖公司的利润率。虽然政府同时提到将完善容量电价机制，但该机制的力度、实施时点，以及是否足以抵消基本电价的下行，仍存在较大不确定性。因此，火电厂盈利前景变得不利，预计市场盈利预测与股息预测均面临下行风险。

截止收盘，白银有色（601212）卖一现超66亿元巨额压单，兴业银锡（000426）卖一现超55亿元巨额压单，中金黄金（600489）卖一现超51亿元巨额压单，铜陵有色（000630）卖一现超34亿元巨额压单，山东黄金（600547）卖一现超28亿元巨额压单，江西铜业（600362）卖一现超15亿元巨额压单，山金国际（000975）卖一现超9亿元巨额压单。

格隆汇2月2日丨美国银行的策略师们近日表示，投资者的乐观情绪已达到极高水平，他们的“牛熊指标”已经从9.2上升至9.4——表明风险资产的卖出信号仍在持续闪烁。美银首席投资策略师迈克尔·哈特内特的团队指出，89%的MSCI全球股票指数目前均高于其50日和200日移动平均线，这使得市场进入该银行所定义的“超买”区域，通常预示着股票市场存在较高的下行风险。在当前的形势下，哈特内特重申了2026年的几个重点投资策略：继续看好长期投资债券，以应对通货紧缩和潜在的去杠杆化风险，同时对国际资产（尤其是中国资产）持结构性看涨态度。

股指期货午盘收盘全线低走 2026-02-02 15:02:47 来源： 同花顺7x24快讯 分享 文章提及标的 中证500 -- 沪深300 -- 上证50 -- 中证1000 -- 中证1000期指 -- 沪深300期指 -- 股指期货午盘收盘，沪深300（399300）股指期货(IF)主力合约跌3.01%，上证50（1B0016）股指期货(IH)主力合约跌2.33%，中证500（399905）股指期货(IC)主力合约跌5.67%，中证1000（399852）股指期货(IM)主力合约跌4.69%。

格隆汇2月2日｜A股三大指数今日集体下挫，截至收盘，沪指跌2.48%报4015点，深证成指跌2.69%，创业板指跌2.46%，科创50指数跌3.88%。全市场成交额2.61万亿元，较前一交易日缩量2558亿元，超4600股下跌，超百股跌停。 盘面上，国际贵金属延续暴跌，贵金属、有色金属板块现跌停潮，湖南黄金、晓程科技及西部矿业等二十余股跌停；化肥、磷化工板块下挫，东方铁塔跌停；煤炭板块走低，大有能源跌停；半导体板块重挫，中微半导等十余股跌逾10%；储存芯片、钢铁、可燃冰及化学原料等板块跌幅居前。另外，电网设备、特高压板块逆市走高，通光线缆、白云电器等多股涨停；酿酒行业走强，金徽酒涨停。

截止收盘，大宗商品全线下挫，多合约触及跌停。沪银、铂、钯、碳酸锂、沪镍、沪锡、沪铜、沪铝、国际铜、不锈钢、原油、燃料油、铝合金封跌停，沪金跌超15%。 涨跌都能赚 盈利就能离场！点击开通期货“T+0、双向交易”特权！>>> 沪银暴跌17%！创历史最大跌幅 2月2日，沪银主力合约当日下跌17.00%，国内贵金属（881169）期货开盘普跌，沪银封跌停板。国际市场上，纽约商品交易所3月白银期价一度跌破每盎司80美元关口，跌幅超过30%，创下史上最大单日跌幅纪录。 对于行情的大幅波动，市场分析认为，第一，美联储政策预期转向是引发贵金属（881169）暴跌的核心导火索。1月30日美国总统特朗普提名前美联储理事凯文.沃什为下任美联储主席，沃什作为知名鹰派人物曾公开批评量化宽松政策，市场担忧其上任后将加速收紧货币政策。该消息直接导致美元指数单日反弹1.2%，10年期美债收益率跳升15个基点至3.85%，以美元计价的白银持有成本大幅攀升。美国劳工部同期公布的2025年12月核心PPI同比上涨3.2%，高于预期的2.9%，进一步强化了货币政策维持紧缩的预期。 第二，交易所保证金上调触发杠杆资金踩踏。芝加哥商品交易所（CME）(CME)在1月31日将白银期货非高风险账户保证金比例从11%上调至15%，高风险账户从12.1%上调至16.5%，导致杠杆交易者的资金占用骤增36%。上海黄金交易所紧随其后于2月2日将Ag(T+D)合约保证金从20%上调至26%。据估算，保证金每上调1个百分点将迫使约2000张白银期货合约强制平仓，此次调整直接引发超过1.2万张合约的被动抛售。 第三，程序化交易与流动性枯竭放大波动。在白银价格跌破关键支撑位85美元/盎司后，量化基金的趋势跟踪策略触发集中卖出指令。金属聚焦公司数据显示，白银期货市场买盘深度从正常时期的5000手骤降至不足800手，卖盘挂单量却激增至1.8万手，买卖盘比例失衡达到1:22.5的极端水平。南华期货（603093）监测显示，沪银主力合约在09:15-09:30的15分钟内出现4.2万手的异常成交量，占全天成交量的23%，显示程序化交易引发的流动性危机。 对于行情的后续展望，中信期货认为短期调整未改长期牛市，指出美联储实际利率仍处-1.2%的负值区间，且全球央行持续增持黄金储备；南华期货（603093）则警告技术面已破位，沪银或继续下探...

A stockphoto/iStock via Getty Images Over the summer I called shares of IES Holdings ( IESC ) a real fixer, after the company had seen spectacular growth, with sales tripling in just five years, driven by a solid balance of organic growth and strategic M&A efforts. A strong backlog, margin expansion, and balanced sheet strength were to be applauded, yet after a massive rally, expectations had crept up, with shares trading at an earnings multiple in the mid-twenties. I decided to sell on further rallies, which is precisely what the stock did, before entering a real phase of strong momentum in recent weeks. Following a decent, but not spectacular, first-quarter earnings report, some realism has been priced into the stock again. This makes me consider buying on dips from here. A Hidden Gem, Not So Hidden Anymore IES provides services in the area of electrical, communication, and other infrastructure-related services. By now the company generates some $3.3 billion in sales from such services, employing about 10,000 workers throughout the nation operating from about 170 different sites. These revenues are classified under four different segments. The largest of these being a $1.3 billion residential business in which electrical, HVAC, and plumbing services are provided in residential settings. Of interest is a $1.1 billion communication business, which, of course, caters to the data center market. These two core segments are complemented by infrastructure solutions (which are a semi-data center play as well) and commercial & industrial applications, both of these being between $400 and $500 million segments. To illustrate the growth, this was just a $1.1 billion business in the pandemic year 2020 and just a $700 million business a decade ago. Organic achievements and about 19 acquisitions over the past decade have fueled this impressive growth. Moreover, this growth has come with margin expansion from single digits to about 10% of sales (or even higher), all while no dil...

白酒、地产、贵金属、油气 各类特色ETF清单来了>>> A股三大指数今日集体下跌，截至收盘沪指跌2.48%，深成指（399001）跌2.69%，创业板指（399006）跌2.46%，北证50指数跌2.03%，沪深京三市成交额26066亿元，较上日缩量2558亿元，三市超4600只个股下跌。 ETF收盘涨跌不一，新经济ETF银华(159822)领涨7.57%，酒ETF(512690)涨1.48%，电网设备ETF(159326)涨1.33%。 黄金股ETF工银（159315）(159315)领跌10.02%，黄金股票ETF(159321)跌10.01%，有色金属ETF（512400）国泰(159881)跌10.01%。 消息面上，地缘风险有所缓释，原油风险溢价受压制，布伦特原油现跌超5%。美国表示，美国与委内瑞拉两国领导层的关系非常好，双方将“分享”石油收益。此外，美国称古方可能会来寻求同美国谈判，双方会就此达成协议。关于格陵兰岛的谈判已经启动，谈判基本达成一致，并最终会达成协议。伊朗正“严肃地”与美国对话，他希望能达成双方都能接受的协议。 中金公司（HK3908）指出，去年12 月以来，美国相继加大对俄罗斯、委内瑞拉和伊朗等产油国的限制力度，原油供应端也开始出现实质性受损，OPEC+提供的增产缓冲也有所退坡。往前看，不论是美联储新任主席的后续政策表态，还是俄乌、中东等地的地缘局势进展，短期内或都面临较高不确定性。对商品市场而言，宏观叙事摇摆之际，微观基本面或有望为市场方向提供指引。中金认为原油地缘供应受损加剧，布伦特油价在过剩格局中的底部支撑或更为坚实，下一个基本面的预期差机会或是美国页岩油的产量拐点。

【收评：三大指数均跌超2% 全市场超百股跌停】财联社2月2日电，市场全天震荡调整，三大指数均跌超2%，科创50指数跌超3%。沪深两市成交额2.58万亿，较上一个交易日缩量2508亿。盘面上，全市场超4600只个股下跌，其中123只个股跌停。从板块来看，白酒概念反复活跃，皇台酒业3连板，金徽酒3天2板，水井坊触及涨停。电网设备概念逆势走强，汉缆股份、白云电器、三变科技、保变电气等多股涨停。下跌方面，有色金属、油气、化工、煤炭、半导体等板块跌幅居前。其中有色金属板块遭重挫，四川黄金、赤峰黄金、铜陵有色、西部矿业等多股跌停。存储芯片概念大跌，兆易创新、开普云跌停。截至收盘，沪指跌2.48%，深成指跌2.69%，创业板指跌2.46%。

格隆汇2月2日｜国内商品期货收盘普跌，沪银、钯、铂、沪镍、沪锡、沪铜、沪铝、国际铜、原油、燃料油、铝合金、碳酸锂主力合约跌停；沪锌跌超6%，LU燃油跌超5%，乙二醇、液化气等跌逾4%，NR、焦炭等跌超3%，豆油、塑料等跌超2%，玻璃、红枣等跌超1%，玉米、淀粉等小幅下跌；烧碱、原木等极少数品种收涨。

不正常的走势 经济学家马光远表示，黄金是这个世界上最烂的投资，这个观点不会因为黄金涨到五千美元就改变。 原因在于 黄金在历史上大多数情况表现不佳，而且长期处于熊市 。 这一轮黄金上涨的过程中，理由不外乎去美元化、俄乌冲突等地缘风险、央行增持等等。这是任何时候都可以解释的标准答案。 但如果预测黄金未来会涨到10000美元，得告诉大家理由，以及每一个理由的拉动力。比如，央行未来买黄金能拉动黄金上涨多少，美国打伊朗会上涨多少。但事实上，没有任何一个机构这么去做，大家都才猜谜，大家都在算命。 股市好的时候，遍地是股神，现在是黄金，到处都是喊涨的算命先生 。市场上现在关于黄金能涨到多少，就是算命，就是瞎蒙。 黄金是对未来不确定和风险的定价 ，而不是对未来收益或者产出的判断。巴菲特从来不碰黄金，就是因为他认为未来的不确定是很难判断的。 因此，不要懊恼错过了黄金白银的行情，这本来就属于不正常的走势，也是超过你的想象和认知的。

由于贵金属市场交易去杠杆化恐将波及其他市场，也将令金银价格波动越发加剧。 特朗普上周五（1月30日）提名凯文·沃什（Kevin Warsh）作为下一届美联储主席，引发了一系列市场反应。市场突然开始重新评估美元和美元资产前景。这一逆转叠加贵金属市场此前过于拥挤的交易，引发金银价格当日录得20世纪80年代初以来最大单日跌幅，市值总计蒸发7.4万亿美元。 今日亚太交易时段金银继续延续跌势，现货黄金再跌去约5%。市场人士警示，由于贵金属市场涉及的头寸和杠杆，该领域交易的去杠杆化，恐将波及其他市场，也将令金银价格波动越发加剧。 引发市场短期重新评估美元估值 投资者还在消化沃什将接替鲍威尔担任美联储主席的消息。券商Wedbush分析师巴沙姆(Seth Basham)在一份报告中写道，围绕美联储独立性和未来货币政策的持续不确定性“可能导致美国股市出现短期恐慌，但在他5月上任后不久，情况会更加明朗，市场可能会做出积极反应”。 而比起美股、美债，反应更显著的还是美元。追踪美元对一篮子货币的美元指数上周四至今上涨了0.8%。此前，美元在1月下跌2.1%，并在上周二触及2022年2月以来的最低水平。过去一年，美元累计下跌超过10%。 资管机构SPI Asset Management执行合伙人英尼斯(Stephen Innes)在周末的一份报告中写道：“在新的美联储主席开始阐述其框架之际，市场正被迫重新评估美元。从现在开始，美元走势的演变将具有启示意义，因为美元不再仅仅反映宏观状况，它正在积极地塑造宏观状况，收紧海外金融条件，影响盈利换算，并悄悄地迫使所有主要资产类别做出投资组合决策。” 巴沙姆也表示，预计等到沃什领导美联储时，将终结“美联储看跌期权”。“鲍威尔时代对抑制波动的关注，可能让位于市场纪律。在这种纪律下，除了危机时期，流动性不再有保障，但美联储的信誉会增强。”他成，“这一转变将利好美国国债和美元，但利空黄金和白银。” 瑞士百达资管在今日发给一财记者的机构观点中也写道，特朗普选择了一位相对传统、亲市场、信誉良好，且据称“鹰派”的候选人似乎正在缓解市场对美联储政治化的担忧。因而，提名公布后短期内，美元上涨，美国国债收益率波动不大，收益率曲线略微陡峭化，“然而，我们仍然预期美元会随着时间的推移进一步走弱。对美国股市而言，提名沃什的影响则是中性的，因为任何关于货币政策鸽派倾向减弱的潜在...

格隆汇2月2日｜摩根士丹利策略师在报告中指出，法国国债仍有进一步跑赢大盘的空间，目前尚不值得考虑抛售。他们表示：“在欧元区政府债券中，我们正等待法国国债再跑赢3个基点，之后才会建议进行跨市场做空”。从交易角度看，摩根士丹利目前对法国国债持中性态度，并表示如果其模型显示出的廉价程度降至5个基点以下，则会考虑开启跨市场做空。根据LSEG的数据，上周五10年期法国国债与德国国债的收益率差收于58个基点。