Group 1 - The A-share market is experiencing a significant increase in trading volume, with expectations that daily turnover may exceed 3.6 trillion yuan, surpassing the previous record of 3.48 trillion yuan set on October 8, 2024 [1][2] - The market is currently in an upward trend, but some sectors are entering an "overbought" zone, indicating potential overheating and volatility as hot sectors rotate [1][2] - Institutional investors, including social security funds and insurance capital, are showing confidence in the Chinese economy and capital market, contributing to stable incremental funds in the stock market [2] Group 2 - The current market rally is characterized by structural and thematic trading, with sectors like satellite communication, aerospace, and robotics attracting significant capital since December of the previous year [2][3] - The trading concentration in the commercial aerospace index is increasing, suggesting a need for stronger fundamental catalysts to sustain the momentum [3] - The market is witnessing a rapid rotation of funds between different sectors, leading to both opportunities and risks, necessitating close monitoring of market dynamics [2]
半天成交2.33万亿元，A股全天成交有望突破历史高点
Di Yi Cai Jing·2026-01-12 06:36