Market Overview - A-shares experienced a strong rally after a brief adjustment, with the Shanghai Composite Index reaching a 10-year high and the Shenzhen Component Index hitting a 4-year high [1] - The STAR Market Index surged nearly 4%, while the North Stock 50 and ChiNext Index rose over 2% [1] - Over 4,800 stocks increased in value, although trading volume showed signs of contraction [1] E-commerce Sector - E-commerce stocks saw a significant rise, with the sector index increasing over 7% to reach a 4-year high [3] - All stocks within the e-commerce sector experienced gains, with notable performances from companies like ZhiDeMai (300785), which hit a 20% limit up within approximately 13 minutes [3] - Other companies such as KaiChun Co. and YiWanYiChuang also saw strong price increases, with several stocks hitting their daily limit or rising over 10% [3] Upcoming Events - The "2026 National Online New Year Goods Festival" will commence on January 19, organized by multiple government departments, aiming to enhance consumer experience through platform integration and resource collaboration [5] - Major e-commerce platforms like JD.com and Taobao are launching their own New Year sales events, with JD's "New Year Festival" running until February 23 [5] Artificial Intelligence Sector - AI concept stocks continued to perform strongly, with the sector index rising nearly 4% to set a new historical high [7] - Companies like GuangYun Technology saw their stock prices increase by 20% within about 6 minutes, with some stocks doubling in value over the first eight trading days of the year [7] - Recent policies from the Ministry of Industry and Information Technology and other departments aim to enhance the AI industry, targeting a scale exceeding 1 trillion yuan by 2027 [9] - Local governments are implementing AI action plans, with goals for widespread adoption of intelligent applications and significant economic contributions from the AI sector by 2028 [9]
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