A股成交额突破3.47万亿元，刷新A股单日成交额新纪录

Core Insights - The A-share market has set a new record for single-day trading volume, surpassing 3.47 trillion yuan on January 12, 2026, indicating strong market momentum [1] - The A-share trading volume has exceeded 3 trillion yuan on six occasions, with notable dates including October 8, 2024, and several dates in August and September 2025 [2] - The driving force behind the A-share market's rise on January 12 was the explosive growth in AI application themes and the ongoing development of commercial aerospace stocks [2] Market Trends - Since mid-December 2024, the A-share market has shown a consistent upward trend, with the Shanghai Composite Index achieving a 17-day winning streak by January 12, 2026 [2] - Looking ahead to 2026, the market is expected to remain positive, with technology continuing to be the core focus [2] - The global macroeconomic environment is favorable for capital markets, with major economies showing steady growth and low overall risk [2] Economic Environment - The global interest rate environment is conducive to capital markets, with most countries maintaining relatively low interest rates, and the Federal Reserve having room for potential rate cuts in 2026 [2] - The projected high growth rate of capital expenditures related to artificial intelligence in the U.S. for 2026 suggests that technology stocks are likely to lead the global capital market [2]