沪指17连阳!A股成交额破3.6万亿创纪录

Market Performance - A-shares continued to rise on January 12, with the Shanghai Composite Index achieving a 17-day consecutive increase, reaching a new high not seen in over a decade, closing up 1.09% [2] - The total trading volume in the Shanghai, Shenzhen, and Beijing markets exceeded 3.6 trillion yuan, marking a significant increase of over 510 billion yuan compared to the previous trading day, setting a new record for single-day trading volume in A-shares [2] - Over 4,100 stocks rose, with more than 200 stocks hitting the daily limit [2] AI Sector Growth - The driving force behind the A-share market's rise on January 12 was the collective surge of AI application stocks, with the AI marketing index increasing by over 10% [3] - Notable individual stocks such as ZhiPu AI and multi-modal AI saw increases exceeding 8%, while AIGC and AI agent indices rose over 7% [3] - The Ministry of Industry and Information Technology emphasized the importance of AI in driving the integration of manufacturing and intelligence, planning to implement a "AI + manufacturing" initiative to enhance the smart upgrade of the manufacturing sector [3] Precious Metals Market - Gold and silver prices continued to rise due to high geopolitical uncertainty, with gold futures reaching a historical high of over $4,612 per ounce on January 11 and breaking the $4,600 mark on January 12 [7] - Domestic gold jewelry prices also increased, with several brands quoting prices above 1,400 yuan per gram, reflecting a general increase of 20 yuan per gram compared to the previous day [7] - Silver prices also surged, with London spot silver exceeding $84 per ounce, marking a rise of over 5.5% [8] Future Outlook - Institutions predict that despite short-term downward pressures, both precious metals and industrial metal prices are expected to have upward potential this year [9] - The AI sector is anticipated to see significant developments by 2026, with various retail segments benefiting from AI-driven logic, particularly in cross-border e-commerce and AI smart hardware [4] - The concept of Generative Engine Optimization (GEO) is gaining traction, with expectations that it will enhance brand visibility in AI-generated content, leading to increased commercial opportunities [6]