EASTMONEY(SZ:300059) Sou Hu Cai Jing·2026-01-12 08:41Core Viewpoint - The A-share market shows strong performance with a trading volume of 3.64 trillion yuan, driven by significant interest in AI applications and thematic investments [1][6][11]. Market Performance - On January 12, major A-share indices all rose, with the Shanghai Composite Index increasing by 1.09% to 4165.29 points, the Shenzhen Component rising by 1.75% to 14366.91 points, and the ChiNext Index up by 1.82% to 3388.34 points [6]. - The Korean Composite Index also saw a gain of 0.84%, closing at 4624.79 points [7]. Commodity and Bond Market - Domestic commodity futures saw most contracts rise, with the main silver contract leading the gains [8]. - Government bond futures mostly increased, with the 30-year main contract up by 0.3% [9]. Fund Flows - Oriental Fortune received a net inflow of 16.55 billion yuan, indicating strong investor interest [10]. - The top ten stocks by net inflow included Oriental Fortune and Lingyi Zhi Zao, which received 16.55 billion yuan and 16.42 billion yuan respectively [10]. Institutional Insights - Oriental Fortune's Chen Guo noted that thematic investments are becoming the main focus of the market, with attention on sectors like semiconductors, chemicals, and AI applications [11]. - Hongyi Yuanfang Fund's Zhang Jin emphasized the rapid acceleration in the AI sector, particularly in large models and generative AI, suggesting that the market is likely to see significant activity as the Spring Festival approaches [11]. - Huaxin Securities projected that 2026 could be the "golden year" for AI applications, driven by technological maturity, supportive policies, and increasing market demand [11].