Group 1: Market Overview - The A-share market experienced an overall adjustment, with the Shanghai Composite Index closing at 4138.76 points, down 0.64%, and the Shenzhen Component Index down 1.37% [2] - The trading volume in the Shanghai and Shenzhen markets reached 36,988 billion, marking the third consecutive trading day exceeding 30 trillion, setting a new record for daily trading volume in A-shares [2] Group 2: AI and Pharmaceutical Sector Performance - The AI application sector remained active, with the GEO (Generative Engine Optimization) direction leading the gains, and several stocks like Ingrity Media and Tianlong Group achieving multiple consecutive gains [2] - Pharmaceutical stocks collectively surged, particularly in AI healthcare and innovative drugs, with companies like Nossger and Rongchang Bio hitting the 20% daily limit [5][6] Group 3: Pharmaceutical Sector Catalysts - Leading companies in the pharmaceutical sector reported positive earnings forecasts, with WuXi AppTec expecting a net profit of approximately 19.15 billion, a year-on-year increase of about 102.65% for 2025 [6] - Rongchang Bio signed an exclusive licensing agreement with AbbVie for its new PD-1/VEGF dual-specific antibody drug, receiving an upfront payment of $650 million and potential milestone payments up to $4.95 billion [6] - A new AI joint innovation lab is being established by NVIDIA and Eli Lilly in the San Francisco Bay Area, with a planned investment of up to $1 billion over five years, focusing on AI-enabled drug discovery and development [6] Group 4: Market Sentiment and Future Outlook - The market is expected to maintain a slow upward trend, with structural differentiation intensifying, as highlighted by the ongoing policy catalysts and industry rotations [8] - Analysts suggest that the A-share market will continue to experience a slow growth pattern in 2026, with technology and resource sectors identified as core investment themes [9]
A股成交额连续3日超3万亿元 医药股集体走强
Shang Hai Zheng Quan Bao·2026-01-13 18:34