Group 1 - The semiconductor equipment sector experienced a significant rise, with the China Securities Semiconductor Materials and Equipment Theme Index increasing by 7.0% as of 11:20 AM [1] - Notable stocks in the sector included Nanda Optoelectronics and Chipone Technology, both reaching a 20% limit up, while Anji Technology rose over 17% and Kema Technology increased by over 12% [1] - The semiconductor equipment ETF, E Fund (159558), saw a trading volume exceeding 200 million yuan, with a substantial net subscription of nearly 60 million shares compared to the previous day [1] Group 2 - At the 2026 International Consumer Electronics Show, NVIDIA unveiled the ICMS inference context memory storage architecture, which introduces a dedicated high-speed storage layer between HBM and SSD, enhancing cost-effectiveness [1] - Analysts believe that NVIDIA's new architecture will benefit related stocks in the semiconductor equipment industry, as it increases storage demand in AI inference scenarios [1] - If storage demand continues to expand, it is expected to drive the demand for storage chip production, subsequently boosting semiconductor equipment procurement [1] Group 3 - The China Securities Semiconductor Materials and Equipment Theme Index comprises 40 stocks involved in semiconductor materials and equipment, with semiconductor equipment accounting for 62% of the index [1] - The index is expected to have strong elasticity amid the trend of domestic substitution, providing investors with opportunities to benefit from the rising industry prosperity through products like the E Fund semiconductor equipment ETF (159558) [1]

Group 1 - The photolithography (photoresist) sector leads the market with an increase of 2.34% [1] - Among the companies, Pritchard saw a rise of 10.03%, Tongcheng New Materials increased by 10.0%, and Guofeng New Materials rose by 9.99% [1] - Other companies such as Nanda Optoelectronics, Hengkong New Materials, and Anji Technology experienced gains exceeding 7% [1]

一、【早盘盘面回顾】 智通财经1月7日讯，早盘沪指震荡拉升，创业板指冲高回落。沪深两市半日成交额1.84万亿，较上个交 易日放量538亿。盘面上热点快速轮动，光刻胶概念爆发，国风新材3天2板，南大光电、彤程新材等多 股涨停。可控核聚变概念表现活跃，王子新材4天3板，中国一重、中国核建、国机重装涨停。脑机接口 概念延续强势，创新医疗、南京熊猫双双3连板。半导体设备股反复活跃，中微公司、北方华创大涨续 创历史新高。电网设备股震荡走强，三变科技、中国西电涨停。下跌方面，油气股表现较弱，中国海油 下挫。截至收盘，沪指涨0.29%，深成指涨0.35%，创业板指涨0.41%。 个股来看，今日早盘涨停数量为70家（不包括ST及未开板新股），封板率为82%，连板股数量为22家， 锋龙股份9连板，友邦吊顶、城建发展4连板，创新医疗、岩山科技、普利特、嘉事堂、银河电子、快意 电梯、志特新材、美好医疗、美克家居、南京熊猫、引力传媒3连板。 板块上，半导体设备、材料全线爆发，南大光电、雅克科技、国风新材、中瓷电子等个股涨停，安集科 技、鼎龙股份、上海新阳等个股涨超10%，中微公司、北方华创、拓荆科技等权重再创历史新高。 | 半导体设 ...

Market Overview - The A-share market showed a strong performance with the Shanghai Composite Index approaching 4100 points, while the ChiNext Index and Shenzhen Component Index rose by 0.41% and 0.35% respectively, with a total trading volume of 1.85 trillion yuan, an increase of 538 billion yuan compared to the previous trading day [1] Semiconductor Sector - The semiconductor index rose by 2.20%, reaching 8181.14 points, with notable stocks such as ChipSource Microelectronics and Nanda Optoelectronics both increasing by 20% [2][3] Brain-Computer Interface Sector - The brain-computer interface sector continued to perform strongly, with companies like Innovation Medical and Nanjing Panda achieving three consecutive trading limit ups. Strong Brain Technology completed approximately 2 billion yuan in financing, marking it as the second-largest financing in the brain-computer interface field after Neuralink [4] Hong Kong Market - The Hong Kong market saw declines, with the Hang Seng Index and Hang Seng China Enterprises Index both dropping nearly 1%. Alibaba fell by nearly 4%, while companies like WuXi AppTec and China Life rose over 3% [5] Precious Metals Market - International precious metals experienced a downturn, with spot gold dropping below 4480 USD per ounce, while spot silver saw a slight decrease but maintained a year-to-date increase of 13% [6] Base Metals Market - The base metals market showed a strong performance, with SHFE nickel rising nearly 8% and SHFE tin increasing by nearly 6%. The LME copper reached a record high, driven by supply concerns [7]

1月7日，A股三大指数早盘震荡拉升，截至午盘，沪指逼近4100点，创业板上涨0.41%，深成指上涨0.35%。沪深两市半日成交额1.85万亿 元，较上个交易日放量538亿元。全市场超过2500只个股上涨。 港股方面，恒生指数、恒生国企指数震荡走低，截至11:30，两大指数均跌近1%，恒生科技指数下挫1.5%。阿里巴巴跌近4%，比亚迪 （002594）股份、快手跌超2%，药明康德（603259）、中国人寿（601628）、信达生物逆势涨超3%。 国际贵金属集体飘绿，现货黄金跌破4480美元/盎司，早盘一度触及4500美元/盎司；现货白银小幅下跌，年初至今涨幅仍高达13%。 具体来看，半导体产业链全线走强，光刻机、存储器方向领涨。芯源微、南大光电（300346）、恒坤新材20CM涨停，国风新材（000859） 3天2板，中微公司、北方华创（002371）大涨续创历史新高。 | ( | | 半导体指数(886063) | | O | | --- | --- | --- | --- | --- | | | | 8181.14 175.89 +2.20% | | | | 资料 | 成分 | 资讯 | 相关基金 | 月度 ...

Group 1 - The core viewpoint of the news is that the A-share market's photolithography machine concept stocks experienced a collective surge, with several companies nearing their daily limit up [1] - ASML, a leading company in the photolithography machine sector, reached a historical high in the overnight US stock market, contributing to the positive sentiment in the A-share market [1] Group 2 - Gao Meng New Material (300200) approached a 20% limit up with a rise of 19.79%, and its total market value is 6.262 billion [2] - Chip Source Microelectronics (688037) increased by 17.91%, with a total market value of 37.8 billion [2] - Jiaxian Co., Ltd. (920489) rose by 15.23%, with a total market value of 2.602 billion [2] - Anji Technology (688019) saw a 12.66% increase, with a total market value of 44.5 billion [2] - Nanda Optoelectronics (300346) increased by 11.61%, with a total market value of 35.5 billion [2] - Dinglong Co., Ltd. (300054) rose by 10.33%, with a total market value of 42.1 billion [2] - Other notable stocks include Pulit (002324) up by 10.03%, Tongcheng New Material (603650) up by 10%, and Guofeng New Material (000859) up by 9.99% [2]

Group 1 - The A-share market saw a collective surge in photolithography machine concept stocks, with notable gains from companies such as Gaomeng New Materials approaching a 20% limit up, and Xinyuan Micro rising nearly 18% [1] - Other companies that experienced significant increases include Jiaxian Co. with over 15%, Anji Technology with over 12%, and Nanda Optoelectronics with over 11% [1] - The overnight performance of ASML, a leading company in the photolithography machine sector, reached a historical high in the US stock market, contributing to the positive sentiment in the A-share market [1] Group 2 - Specific stock performance data includes: - Gaomeng New Materials (19.79% increase, total market value of 62.62 billion) - Xinyuan Micro (17.91% increase, market value of 378 billion) - Jiaxian Co. (15.23% increase, market value of 26.02 billion) - Anji Technology (12.66% increase, market value of 445 billion) - Nanda Optoelectronics (11.61% increase, market value of 355 billion) - Dinglong Co. (10.33% increase, market value of 421 billion) [2] - Other notable stocks include: - Pulit (10.03% increase, market value of 237 billion) - Tongcheng New Materials (10% increase, market value of 318 billion) - Guofeng New Materials (9.99% increase, market value of 111 billion) - Changqing Technology (9.98% increase, market value of 75.87 billion) [2] - The MACD golden cross signal formation indicates a strong upward trend for these stocks [2]

Group 1 - The core viewpoint of the news is the optimistic outlook for the Chinese stock market in 2026, with a recommendation from Goldman Sachs to overweight Chinese stocks, particularly A-shares and Hong Kong stocks [1][2] - The A500 index, representing core assets in China, has shown a strong performance with a 0.38% increase, driven by significant gains in stocks such as Wei股份 (up 12.26%) and 南大光电 (up 11.26%) [1] - The number of new A-share accounts opened in 2025 reached 27.44 million, a 9.75% increase from 2024, indicating growing investor interest [1] Group 2 - The A500 index is noted for its balanced representation of both traditional and emerging industries, with a focus on valuation, profitability, and dividends, suggesting an increasing demand for capital allocation towards it [1] - The top ten weighted stocks in the A500 index as of December 31, 2025, include 宁德时代, 贵州茅台, and 中国平安, collectively accounting for 20.33% of the index [2] - The market is expected to continue its upward trend, supported by key sectors such as commercial aerospace, artificial intelligence, and robotics, alongside cyclical sectors like oil and non-ferrous metals [2]

Core Viewpoint - The A-share market saw a significant surge in photolithography machine concept stocks, driven by the record high of ASML, a leading company in the sector in the US stock market [1] Group 1: Stock Performance - Gaomeng New Materials approached a 20% limit up with a rise of 19.79%, reaching a market capitalization of 6.262 billion [2] - Xinyuan Microelectronics increased by nearly 18% with a market cap of 37.8 billion [2] - Jiaxian Co. rose over 15% with a market value of 2.602 billion [2] - Anji Technology saw an increase of over 12% with a market cap of 44.5 billion [2] - Nanda Optoelectronics rose by over 11% with a market capitalization of 35.5 billion [2] - Dinglong Co. increased by over 10% with a market cap of 42.1 billion [2] - Other notable stocks include Pulit, Tongcheng New Materials, Guofeng New Materials, and Changqing Technology, all hitting the 10% limit up [1] Group 2: Year-to-Date Performance - Gaomeng New Materials has a year-to-date increase of 24.08% [2] - Xinyuan Microelectronics has risen 26.23% year-to-date [2] - Jiaxian Co. has a year-to-date increase of 5.94% [2] - Anji Technology has seen a 21.09% increase year-to-date [2] - Nanda Optoelectronics has a year-to-date rise of 19.65% [2] - Dinglong Co. has increased by 18.22% year-to-date [2] - Pulit has a year-to-date increase of 33.15% [2] - Other companies like Tongcheng New Materials and Guofeng New Materials have also shown significant year-to-date performance [2]

Core Viewpoint - The fourth-generation semiconductor sector is leading the market with a rise of 2.36% [1] Group 1: Company Performance - Nanda Optoelectronics increased by 9.63% [1] - Bluestar Technology rose by 2.11% [1] - China West Electric saw an increase of 1.14% [1]