4100点+3万亿，同日突破！A股，今天发生了什么

Market Performance - The Shanghai Composite Index (沪指) opened high and broke through the 4100-point mark, closing up 0.92%, while the Shenzhen Component Index (深成指) rose over 1% and the ChiNext Index (创业板指) increased by 0.77% [1] - The total market turnover reached 3.12 trillion yuan, marking a significant increase of 322.4 billion yuan from the previous trading day, and it was the fifth time in history that turnover exceeded 3 trillion yuan [1] - The Shanghai Composite Index saw a weekly increase of 3.82%, moving from 3983 points to 4121 points [1] Sector Performance - Leading sectors included AI applications, commercial aerospace, and controllable nuclear fusion, while the brain-computer interface sector experienced a decline [1] - The brain-computer interface concept saw a cumulative increase of over 20% since the beginning of the year, although it was the only sector among strong performers to close down on Friday [11] - The commercial aerospace sector also performed well, with a cumulative increase of over 22% since December 24, and an 11.41% rise this week [11] Economic Indicators - The Consumer Price Index (CPI) for December showed a month-on-month increase of 0.2% and a year-on-year increase of 0.8%, indicating a recovery in consumer demand [7] - The Producer Price Index (PPI) also showed signs of improvement, with a month-on-month increase of 0.1% and a narrowing year-on-year decline [7] - Analysts believe that the recovery in CPI and PPI supports the trend of economic stabilization, providing a fundamental basis for the capital market [7] Future Outlook - According to China International Capital Corporation (中金公司), the upward trend in A-shares is expected to continue into 2026, with an anticipated influx of 2 trillion yuan in new capital throughout the year [7] - The report from Guosen Securities (国信证券) suggests that retail investor participation is likely to increase, with active retail funds expected to enter the market [8] - The AI application sector is projected to enter a "golden year" in 2026, driven by technological advancements, supportive policies, and increasing market demand [13]