每日收评沪指11连阳收官！商业航天卷土重来，AI应用端强势延续

Core Viewpoint - The market experienced fluctuations with the Shanghai Composite Index slightly up and the ChiNext Index down over 1%, indicating a mixed performance across sectors and stocks [1] Market Overview - The total trading volume in the Shanghai and Shenzhen markets was 2.05 trillion yuan, a decrease of 97.4 billion yuan from the previous trading day [1] - The Shanghai Composite Index rose by 0.09%, while the Shenzhen Component Index fell by 0.58%, and the ChiNext Index dropped by 1.23% [1] Sector Performance - The commercial aerospace sector saw renewed strength, with stocks like China Satellite, China Satcom, and LeiKe Defense hitting the daily limit [2] - The AI application sector continued its strong performance, with stocks such as Wanshili and BlueFocus also reaching the daily limit [2] - The semiconductor and computing hardware sectors faced adjustments, with stocks like Luyuan Pharmaceutical experiencing significant declines [1][2] Key Events - The successful launch of the Long March 7 rocket on December 31, which placed the Shijian-29 satellite into orbit, marked a historic high for the China Aerospace Science and Technology Corporation, achieving 73 space launches in 2025 [2] - A new policy plan in Chongqing aims to add 200,000 software and information service industry professionals by 2027, which is expected to benefit the AI application sector [2] Individual Stock Highlights - Commercial aerospace stocks such as Aerospace Development and China Satellite saw significant gains, with many stocks maintaining a strong upward trend [5] - Stocks like Shenjian Co. and Daye Co. achieved multiple consecutive trading limits, indicating strong market interest [5] - Some local stocks in Fujian, such as Luyuan Pharmaceutical, faced sharp declines, attributed to profit-taking ahead of the year-end [6] Future Market Analysis - The market is expected to continue its structural differentiation, with a focus on commercial aerospace and AI applications as key areas for investment [8] - The overall market structure remains intact, with potential for recovery in the new year if no significant downturn occurs [8]