A股成交额达3.64万亿元 人民币资产吸引力增强

Market Performance - On January 12, the A-share market saw a significant increase in both volume and price, with the Shanghai Composite Index closing at 4165.29 points, up 1.09%, and reaching a peak of 4168.36 points during the day [1] - The Shanghai Composite Index recorded a 17-day consecutive rise, while the Shenzhen Component Index and the ChiNext Index rose by 1.75% and 1.82%, respectively [1] - Over 4100 stocks rose on that day, accounting for approximately three-quarters of all A-share stocks, with more than 200 stocks hitting the daily limit up, indicating a notable increase in market activity [1] Sector Performance - The media and computer sectors both experienced significant gains, with closing increases exceeding 7%, leading to a surge in related stocks [1] - Other sectors such as defense, social services, and telecommunications also performed well, contributing to the overall market strength [1] - Concept sectors related to artificial intelligence saw substantial gains, enhancing market sentiment, while commercial aerospace and controllable nuclear fusion concepts also showed active performance [1] Trading Volume - The total trading volume in the A-share market reached a historical high of 3.64 trillion yuan, marking the second consecutive day of exceeding 3 trillion yuan [1] - The number of stocks with trading volumes exceeding 10 billion yuan increased to 27, indicating a higher level of trading activity compared to recent periods [1] Investment Outlook - Zhongyuan Securities noted that the market's trading activity has become more vibrant since January, with an increase in margin financing balances and signs of new capital entering the market [2] - The continuous decline in domestic risk-free interest rates and the trend of residents moving deposits to equity markets have provided a favorable liquidity environment [2] - The firm anticipates that the current market rally may continue, suggesting a focus on both technological innovation and the recovery of traditional industries for investment opportunities [2]