Zhongtai Securities(SH:600918) Xin Lang Cai Jing·2026-01-13 10:53Group 1 - The market is expected to maintain a "theme rotation" pattern, driven by increased capital inflow and enhanced investor confidence, particularly in the technology sector [2][8] - Long-term capital and policy support are providing necessary liquidity conditions, making the overall downside risk manageable [8] - The market is unlikely to experience a uniform upward trend, but structural opportunities are expected to remain active, with funds rapidly rotating among different industry themes [2][8] Group 2 - The total market turnover reached 3.65 trillion yuan, an increase of 496 billion yuan compared to the previous day [7] - The number of stocks that rose, remained flat, and fell in the market was 1,622, 119, and 3,729 respectively [7] - The top three sectors for net capital inflow were pharmaceuticals and biotechnology (+39.91 billion yuan), beauty and personal care (+1.15 billion yuan), and oil and petrochemicals (+0.82 billion yuan) [7]