300435异动，午后直线20%涨停！业绩预增股，放量拉升

Market Overview - The A-share market continues to surge, with the Shanghai Composite Index reaching a 10-year high and a 17-day consecutive rise in daily K-line [1] - Over 4,100 stocks increased in value, with total market transactions hitting a historical high of 3.64 trillion yuan [1] - Key sectors showing significant gains include artificial intelligence, commercial aerospace, and performance growth stocks, while sectors like petrochemicals and agricultural chemicals saw slight declines [1] Capital Inflows - Major inflows of capital were observed in the computer sector, with over 42.2 billion yuan net inflow, followed by media with over 23.9 billion yuan, and defense with over 13.9 billion yuan [1] - Notable outflows included over 3.9 billion yuan from non-ferrous metals and over 1.7 billion yuan from real estate [1] Sector Highlights - The technology sector, particularly in artificial intelligence and commercial aerospace, experienced substantial activity, with multiple sub-sectors reaching historical highs [1][2] - Stocks such as Sora concept, Zhipu AI, and multimodal AI saw significant price increases, with several stocks hitting daily limits of 30% [1] - In the commercial aerospace sector, companies like Goldwind Technology and Aerospace Electronic achieved consecutive daily limit increases [2] Performance Growth Stocks - Companies with expected performance growth, such as Zhongtai Co., saw a sharp increase of 20% in stock price, reaching a 10-year high [4] - Zhongtai Co. projected a net profit of 420 million to 480 million yuan for 2025, representing a year-on-year growth of 638.74% to 715.7% due to overseas orders in deep cooling equipment [6] - Other companies like Yingqu Technology and Tianyong Intelligent also reported significant performance increases [6] Future Outlook - The spring market trend is expanding from commercial aerospace to AI applications, nuclear fusion, and robotics, with ongoing IPOs expected to strengthen the "technology financing" narrative [4] - Anticipation for the release of DeepSeek's V4 model in February may further enhance market sentiment towards Chinese technology assets [4]