午评：沪指涨0.29%逼近4100点 半导体产业链集体走强

Market Overview - A-shares indices collectively rose on January 7, with the Shanghai Composite Index closing at 4095.54 points, up 0.29%, and the Shenzhen Component Index at 14071.35 points, up 0.35% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.84 trillion yuan, an increase of 53.8 billion yuan compared to the previous trading day [1] Sector Performance - The semiconductor industry chain showed strong performance, with stocks like Nanda Optoelectronics and Guofeng New Materials hitting the daily limit [1] - The controllable nuclear fusion sector was active, with companies such as China Nuclear Engineering and Wangzi New Materials also reaching the daily limit [1] - The rare earth permanent magnet sector saw gains, with stocks like Zhong Rare Earth and Greeenmei hitting the daily limit [1] - Conversely, the brain-computer interface concept experienced a decline, with stocks like Mcland and Chengyitong dropping over 8% [1][2] Institutional Insights - CITIC Securities noted that the Ministry of Commerce's strengthened export controls on dual-use items to Japan could benefit Chinese zirconia powder manufacturers by expanding their market share [3] - Open Source Securities highlighted that Elon Musk's Neuralink plans to begin large-scale production this year, which aligns with China's "14th Five-Year Plan" for brain-computer interfaces, indicating a competitive landscape in this sector [4] Logistics and E-commerce - The State Post Bureau reported that China's express delivery business volume surpassed 200 billion pieces in 2025, supporting online retail sales exceeding 14 trillion yuan [5] - The logistics network has improved significantly, with rural express service coverage continuing to rise and the establishment of 1.3 million intermodal postal routes [5][6] AI and Technology Collaboration - NVIDIA and Lenovo announced a partnership to launch an "AI Cloud Super Factory," utilizing NVIDIA's Vera Rubin technology to enhance AI deployment speed and scalability [7]