沪指强势攀升站上4100点A股单日成交额第6次突破3万亿元

Market Overview - The A-share market continues its strong upward trend, with the Shanghai Composite Index successfully surpassing the 4100-point mark, reaching its highest level since July 2015 [2] - A-share daily trading volume exceeded 3 trillion yuan for the sixth time in history, signaling strong bullish sentiment in the market [2][3] Index Performance - Major indices closed in the green, with the Shanghai Composite Index rising by 0.92% to 4120.43 points, the Shenzhen Component Index up 1.15% to 14120.15 points, and the ChiNext Index increasing by 0.77% to 3327.81 points [3] - Since the beginning of 2026, the Shanghai Composite Index has accumulated a rise of 3.82%, while the Shenzhen Component Index has increased by 4.40% [3] Margin Trading - The margin trading balance in A-shares has surpassed 2.6 trillion yuan, reaching a historical high of 26206.09 billion yuan, indicating a strong enthusiasm for leveraged funds [4] - On January 8, the margin trading transaction volume was 3126.04 billion yuan, accounting for 11.05% of the total A-share trading volume [4] Sector Focus - The commercial aerospace sector has seen significant growth, with companies like Galaxy Electronics and China First Heavy Industries achieving consecutive gains [6] - The AI application sector is also thriving, with companies like Yidian Tianxia reaching historical highs and benefiting from recent positive developments in AI technology [6] - The humanoid robot concept has shown strong performance, particularly with Fenglong Co., which has experienced an 11-day consecutive rise due to a major acquisition by UBTECH Robotics [6] Commodity Prices - The non-ferrous metals sector is performing well, with small metal concepts rising sharply, as evidenced by the price increases of tungsten products [7] Institutional Insights - Despite major indices reaching new highs, approximately 90% of individual stocks have not yet surpassed their highest closing prices from September 2024 to the end of 2025, indicating a concentrated market rally [8] - Various sectors, including non-ferrous metals, military industry, and AI computing, have seen stocks break previous highs, while technology growth and consumer sectors remain below their peaks [8]