Group 1 - A-shares have experienced a significant rally, achieving a 17-day consecutive rise and reaching a new 10-year high with the Shanghai Composite Index up by 1.09% [1] - The trading volume in the Shanghai and Shenzhen markets reached 3.6 trillion yuan, marking the second consecutive day of surpassing 3 trillion yuan, an increase of 478.7 billion yuan from the previous trading day [1] - The market has shown a clear structural characteristic, with the technology sector being the main driver of the rally [3] Group 2 - Multiple brokerage firms are optimistic about the future market performance [4] - According to GF Securities, A-share valuations may continue to rise, with a potential rebound in overall ROE by 2026 driven by factors such as increased profit share from emerging industries and continued high growth in AI investments [5] - Industrial trends and policy changes in the commercial aerospace sector are expected to create new momentum, with significant positive changes in fundamentals and market sentiment [6] Group 3 - A total of 20 ETFs have risen over 10%, and 59 ETFs have increased over 8%, indicating strong investor interest in various sectors [2] - The current market conditions suggest limited downside risk while offering substantial potential for upward movement, particularly in sectors like commercial aerospace [6] - The upcoming earnings reports from listed companies are anticipated to play a crucial role in guiding market trends and may lead to structural adjustments based on performance verification [6]
A股17连阳,成交额刷新历史!20只ETF涨超10%,59只ETF涨超8%
Ge Long Hui·2026-01-12 08:37