A股锂矿概念震荡走高，江特电机涨停，天铁科技、永兴材料等涨幅居前。

China A-share gas-turbine theme outperforms; Feiwo Technology up over 10%, Qilun Technology, Dongfang Electric, Wanze, Changbao and Yingliu also advanced.

cenc recorded a 4.8 magnitude earthquake in Gao County, Yibin, Sichuan at 02:21 on Aug 3, 2026. An investor contact said Wuliangye was not affected and its production and operations are normal.

A股燃气轮机概念表现活跃，飞沃科技涨超10%，汽轮科技、东方电气、万泽股份、常宝股份、应流股份跟涨。

Korea Exchange data show a sharp KOSDAQ rally activated the buy-side sidecar, temporarily suspending buy-quote validity in programmatic trading for five minutes around 10:28:08 a.m. KST (09:28 Beijing). At trigger, KOSDAQ 150 futures were up 75.80 points (+6.41%) and the KOSDAQ 150 index was up 38.12 points (+3.13%). The sidecar was lifted at 10:37 a.m. KST (09:37 Beijing), with the KOSDAQ at 743.92, up 3.36% (24.16 points). By contrast, the KOSPI was down sharply, -5.03% (-331.51 points) at 6,263.94.

图示：2026年08月03日（周一）中国工商银行账户贵金属行情

【五粮液：未受地震影响，生产经营正常】8月3日讯，据中国地震台网正式测定，2026年8月3日2时21分，四川宜宾市高县发生4.8级地震。以投资者身份了解到，五粮液未受地震影响，生产经营正常。

【KOSDAQ强势反弹触发买入侧车 KOSPI指数仍维持跌势】8月3日讯，据韩媒报道，韩国创业板指（KOSDAQ）大幅上涨，触发了买入侧车（暂停程序化交易）机制。据韩国交易所数据显示，当天上午10时28分8秒（北京时间9:28）左右，由于KOSDAQ 150指数期货价格以及KOSDAQ 150指数出现大幅波动，程序化交易中的买入报价有效性被暂时停止5分钟。触发侧车机制时，KOSDAQ 150指数期货较前一交易日上涨75.80点，涨幅为6.41%；KOSDAQ 150指数上涨38.12点，涨幅为3.13%。截至上午10:37（北京时间9:37），侧车机制解除时，KOSDAQ指数报743.92点，上涨3.36%（24.16点）。但与此同时，韩国综合股价指数（KOSPI）仍大幅下跌，跌幅达5.03%，下跌331.51点，报6263.94点。

Domestic equity private funds raised exposure for four consecutive weeks from June 26, lifting average equity positions by 2.12 percentage points to 84.12% as of July 24 — a 4+-year high (last above 84.12% was 84.30% on April 1, 2022). Funds holding >80% positions now account for 70.43% of equity private funds. Equity private funds with ≥¥10bn AUM averaged 88.64% as of July 24, the highest level year-to-date and the top among size cohorts.

【股票私募平均仓位创逾4年新高】8月3日讯，记者8月3日从第三方机构私募排排网获悉，自6月26日以来，国内股票私募已连续4周保持加仓态势，平均仓位累计上升2.12个百分点。截至7月24日，股票私募平均仓位已攀升至84.12%，较前一周微涨0.02个百分点。这一数据不仅延续了稳步上行的趋势，更意味着7月24日的平均仓位已创下4年多以来的新高。回溯历史，上一次股票私募平均仓位高于84.12%，还要追溯到2022年4月1日，当时股票私募平均仓位为84.30%，略高于目前水平。在近四周持续加仓的推动下，股票私募的仓位分布结构进一步向高仓位集中，重仓或满仓状态已成为市场主流。私募排排网数据显示，截至7月24日，重仓或满仓（仓位>80%）的股票私募占比已高达70.43%。此外，截至7月24日，百亿级股票私募的平均仓位已攀升至88.64%，不仅在不同规模股票私募中位居首位，更一举创下今年以来的新高。

Hong Kong-listed semiconductor stocks fell: 03986.HK and 06809.HK dropped more than 6%, 03661.HK fell over 3%, and SMIC (00981.HK) declined over 2%.

港股半导体概念股走低，兆易创新(03986.HK)、澜起科技(06809.HK)均跌超6%，圣邦股份(03661.HK)跌超3%，中芯国际(00981.HK)跌超2%。

China A-share consumer electronics sector rallied briefly; Kaiwang Technology hit the daily trading limit. Peers Zhi Dongli, Hongfuhan, Aoni Electronics, Yingshi Innovation and Gongda Diansheng also rose.

A股消费电子板块短线拉升，凯旺科技涨停，智动力、鸿富瀚、奥尼电子、影石创新、共达电声等跟涨。

China Automobile Dealers Association said its dealer inventory warning index was 61.1% in July 2026, up 3.9 percentage points YoY and MoM and remaining above the 50% expansion-contraction threshold. Dealers expect August to remain seasonally weak as nationwide heat suppresses showroom traffic and keeps consumers cautious, though concentrated graduation and back-to-school demand should provide some lift and sales are expected to be stronger than July.