A股市场迎来“高光时刻”：17连阳，每天都见证历史

Core Viewpoint - The A-share market is experiencing a significant upward trend, marked by a "high-profile start" to 2026, with major indices reaching new highs and record trading volumes [1][10]. Market Performance - As of January 12, 2026, the Shanghai Composite Index (SSE) rose over 1%, achieving a 17-day consecutive increase from 3822.51 points to 4165.29 points, marking a new high in over a decade [10]. - The Shenzhen Component Index surpassed 14,000 points, reaching a near four-year record, while the ChiNext Index increased by 1.82%, the North Star 50 by 5.35%, and the Sci-Tech 50 by 2.43% [10]. - On January 12, the total trading volume of the Shanghai and Shenzhen markets exceeded 3.6 trillion yuan, an increase of 478.7 billion yuan from the previous trading day, setting a new historical record [10]. Sector Highlights - The AI application sector saw a significant surge, with the AI index rising by 7.26% on January 12, and over 16% since the beginning of 2026 [12]. - Key stocks in the AI sector, such as Yiyuan Media and Yidian Tianxia, experienced substantial gains, with several stocks hitting the daily limit [11][12]. - The commercial aerospace sector also showed strong performance, with stocks like Xingtum Control and Tianyin Machinery reaching their daily limits [13]. Investment Trends - Institutional investors are optimistic about the market, with expectations of continued upward momentum supported by favorable economic indicators and increased market participation from external funds [15][16]. - The market is witnessing a "spring bullish window," driven by improved PMI and inflation data, alongside a notable increase in financing and foreign capital inflows [15][16]. - Analysts suggest that the ongoing bull market is likely to continue, with a focus on structural investment opportunities as the market reaches new highs [16][7].