Zheng Quan Shi Bao·2026-01-09 02:56Market Overview - On January 9, A-shares opened mixed, with the Shanghai Composite Index breaking through the 4100-point mark [1] - The computing hardware industry chain adjusted, with CPO and memory sectors leading the decline; semiconductor, lithium mining, and brain-computer interface themes also saw significant drops [1] - Real estate and oil & gas sectors showed strong gains, while the commercial aerospace theme remained active [1] - The multi-financial sector initially surged, with companies like Yuexiu Capital hitting the daily limit, followed by others such as Jiuding Investment and Huajin Capital [1] Hong Kong Market - The Hang Seng Index and Hang Seng Tech Index both showed positive performance, with tech stocks like Alibaba and Bilibili rising nearly 5%, and Kuaishou increasing over 2% [1] - New stock MINIMAX-WP debuted on the Hong Kong Stock Exchange, surging over 40% at the opening [1] - The commercial aerospace sector in Hong Kong continued to rise, with companies like Asia Pacific Satellite and Goldwind Technology gaining over 10% [1] Commercial Aerospace Sector - The commercial aerospace concept was notably active, with companies like Luxin Investment achieving 9 out of 11 consecutive trading limit-ups, and others like Hangxiao Steel Structure and Galaxy Electronics also hitting the limit [2] - The Guangzhou Municipal Government released a plan to accelerate the construction of an advanced manufacturing city, aiming to create a globally influential "Sky City" and a new hub for China's commercial aerospace by 2035 [4] Nuclear Fusion Sector - The controllable nuclear fusion sector saw a resurgence, with companies like Hongxun Technology achieving three consecutive limit-ups, and others like Shangda Shares and West Superconducting also rising [5] - Hongxun Technology clarified its position in the nuclear fusion market, stating that its revenue from this sector is minimal and does not significantly impact its overall performance [5] Humanoid Robot Sector - The humanoid robot concept experienced a rapid increase, with Fenglong Co. achieving 11 consecutive limit-ups, and significant buying activity noted [6] - The company announced that its stock had deviated significantly from market trends, indicating potential volatility and risks associated with speculative trading [6] Automotive Sector - Companies like Haozhi Electromechanical and Wanxiang Qianchao saw gains following the announcement of Xiaopeng Motors' global product launch event, where the CEO highlighted the transition to practical applications of AI and plans for mass production of humanoid robots and flying cars by 2026 [9]