Group 1 - The market experienced a significant rebound with all three major indices rising over 1%, and the ChiNext index recovering after a drop of more than 1% earlier [1] - The trading volume in the Shanghai and Shenzhen markets reached 3.6 trillion yuan, marking the second consecutive trading day above 3 trillion yuan, with an increase of 478.7 billion yuan compared to the previous trading day, setting a new historical record for trading volume [1] - Over 4,100 stocks in the market rose, with 201 stocks hitting the daily limit [1] Group 2 - According to Kaiyuan Securities, the AI bubble is still premature, but the accumulated gains may need to be digested; the core factor for strong performance remains ΔG, and a significant softening of ΔG could lead to a valuation and growth adjustment [2] - CITIC Securities is optimistic about the aluminum sector, predicting that the price of aluminum will reach an average of 23,000 yuan per ton by 2026, supported by sustained demand from the power grid and automotive sectors, despite new production capacity in Indonesia [3] - Dongwu Securities notes that the market's expectations for a delay in the Federal Reserve's interest rate cuts could impact the rebound of Hong Kong stocks, emphasizing the need for positive corporate fundamentals [4]
券商晨会精华 | AI泡沫仍尚早 但累计涨幅可能需要消化
智通财经网·2026-01-13 01:08