午评：沪指半日微涨0.09% 脑机接口概念延续强势

Market Overview - A-shares showed mixed performance on January 8, with the Shanghai Composite Index slightly up by 0.09% to 4089.45 points, while the Shenzhen Component Index fell by 0.2% to 14003.09 points and the ChiNext Index decreased by 0.52% to 3312.47 points [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.77 trillion yuan, a decrease of 701 billion yuan compared to the previous trading day [1] Sector Performance - Strong sectors included brain-computer interface, commercial aerospace, and controllable nuclear fusion, with several stocks hitting the daily limit [2][1] - Declining sectors included brokerage stocks, with Huayin Securities hitting the daily limit down [1][2] Institutional Insights - CITIC Securities predicts that the global oil market will enter a supply surplus cycle by 2026, with an expected surplus of 3.84 million barrels per day, leading to a systemic decline in oil prices [3] - The focus is shifting from "oil prices" to "companies," with opportunities in refining, shale oil, and natural gas sectors highlighted [3] - Guotai Junan emphasizes the competitive advantage of China's advanced manufacturing industry, particularly in lithium batteries and wind power, suggesting a focus on companies with strong profitability and global expansion potential [4] Regulatory Developments - The Ministry of Industry and Information Technology and other departments held a meeting to regulate the competition order in the power and energy battery industry, addressing issues like irrational competition and capacity management [5] Technological Advancements - Geely Auto has received an L3 autonomous driving road test license, covering the largest area and longest mileage in the country, which will facilitate extensive testing and data collection for autonomous driving capabilities [6][7]