Market Overview - The market experienced a pullback after an early surge, with the ChiNext Index dropping over 1% and the STAR 50 Index falling more than 2% [1] - The total trading volume in the Shanghai and Shenzhen markets was 1.87 trillion yuan, a decrease of 347.2 billion yuan compared to the previous trading day [1] - Over 3,600 stocks in the market declined, indicating a broad-based downturn [1] Sector Performance - The tourism and hotel sector showed strong activity, with stocks like Zhongxin Tourism and Shaanxi Tourism hitting the daily limit [1] - The non-ferrous metals sector also rose, with stocks such as Sichuan Gold and Luoping Zinc Electric reaching the daily limit [1] - The commercial retail sector saw some gains, with Xinhua Department Store and Xinhua Du both achieving consecutive gains [1] Individual Stock Highlights - A total of 32 stocks hit the daily limit today, with a limit-up rate of 62% [1] - Notable stocks with consecutive gains include Bofei Electric (4 consecutive limits) and Waifu Holdings (3 consecutive limits) [1] - In the non-ferrous metals sector, stocks like Sichuan Gold and Luoping Zinc Electric were among the top gainers [1] Precious Metals and Lithium Battery Sector - Recent trends show that spot silver prices surged over 7%, reaching a historic high of $93 per ounce, while gold prices also hit a record high of $4,643 per ounce [3][12] - The rise in precious metals and non-ferrous metals is driven by market risk aversion and expectations regarding monetary policy [3] - The lithium battery sector remained strong, with companies like Keheng Co., Liwang Co., and Xiamen Tungsten rising significantly [3] Commercial Space and AI Applications - The commercial space and AI application sectors faced significant declines, with high-profile stocks like Shengguang Group and Zhejiang Wenhuan hitting the daily limit [8] - The overall sentiment in these sectors has cooled, indicating a potential shift in investor interest [8] Regulatory Developments - Ctrip is under investigation by the State Administration for Market Regulation for alleged monopolistic practices, which has impacted the tourism sector positively [20] - The Ministry of Finance has increased support for integrated ecological protection and restoration projects, which may benefit related industries [32]
「午报」三大指数全线调整,商业航天、AI应用双双熄火,高位人气股集体退潮
Sou Hu Cai Jing·2026-01-15 07:37