刷新历史纪录！A股全市成交额3.64万亿元，后市怎么看？

Market Performance - The Shanghai Composite Index rose over 1%, marking a "17 consecutive days of gains," while the Shenzhen Component Index increased by 1.75% and the ChiNext Index by 1.82% [1] - The total market turnover reached 3.64 trillion yuan, setting a new historical record, surpassing the previous high of 3.45 trillion yuan on October 8, 2024 [1][4] - More than 4,100 stocks experienced price increases during this trading session [1] Sector Performance - The commercial aerospace and AI application sectors led the market, with brain-computer interface concepts also seeing significant gains [1] - Sectors such as computing hardware, insurance, and oil and gas experienced the largest declines [1] Investor Sentiment - A veteran investor noted the unprecedented heat in the A-share market, highlighting that there has been no significant pullback [4] - In the first hour of trading on January 12, the total turnover approached 1.7 trillion yuan, with half-day turnover exceeding 2.31 trillion yuan, indicating strong capital inflow [4] Economic Outlook - The chief economist at AVIC Securities suggested that the spring market rally may have entered a major upward phase, supported by improvements in the fundamental and policy environment [7] - Recent domestic inflation data showed a year-on-year increase of 0.8% in CPI, the highest since March 2023, indicating a positive trend in economic conditions [7] - The "anti-involution" policy aligns with market concerns and is expected to have a more pronounced effect on industries under profit pressure [7] Investment Strategy - The economist recommended a balanced allocation in sectors with marginal catalysts and advised monitoring industries with improving fundamentals that have lagged in the current rally for potential investment opportunities [7]