A股午评 | 指数走势分化 科创50半日涨1.77%！券商持续回调

Market Overview - The A-share market showed mixed performance on January 8, with the Sci-Tech 50 Index rising by 1.77% and a half-day trading volume of 1.77 trillion, down by 701 billion from the previous trading day [1] - The Shanghai Composite Index increased by 0.09%, while the Shenzhen Component Index and the ChiNext Index fell by 0.2% and 0.52%, respectively [1] - Huachuang Securities believes the market is not extremely overheated, with trading volume and turnover rates indicating room for growth [1] Key Sectors Controlled Nuclear Fusion - The controlled nuclear fusion sector continued to show strength, with companies like China Nuclear Engineering and others achieving consecutive gains [3] - CITIC Securities noted that breakthroughs in high-temperature superconductors and AI technology are driving investment in large scientific facilities, creating significant opportunities in the upstream segment of the industry [3] Commercial Aerospace - The commercial aerospace sector experienced repeated strength, with companies such as Galaxy Electronics and others hitting their daily price limits [4] - Zhongtai Securities indicated that the commercial aerospace industry is entering a new phase of rapid development, with upcoming catalysts expected to enhance investment opportunities [4] Computing Power Chips - The computing power chip sector saw gains, with companies like Haiguang Information rising over 10% [5] - The Ministry of Industry and Information Technology, along with other departments, issued guidelines to strengthen AI computing power supply, promoting the development of intelligent chips and related technologies [5] Institutional Insights - CITIC Securities predicts a higher probability of upward market fluctuations in 2026, emphasizing the need for a balance between external and internal demand [7] - Zhongtai Securities maintains a cautiously optimistic view on the technology sector, suggesting that investors focus on specific sub-sectors with strong fundamentals [8] - Everbright Securities warns of increased market volatility due to profit-taking pressures, advising caution in investment strategies [9]