Market Overview - The three major indices showed mixed performance, with the Shanghai Composite Index dropping 0.33%, while the Shenzhen Component Index rose 0.41% and the ChiNext Index increased by 0.56% [1] - The overall market theme is "cooling down," particularly affecting overheated sectors like commercial aerospace and AI applications, which are experiencing significant pullbacks [1][3] Sector Performance - The semiconductor sector showed strength in the afternoon, while the tourism and hotel sectors were active, and non-ferrous metals also saw gains [1] - Conversely, sectors such as AI applications and commercial aerospace faced the largest declines, with over 3,100 stocks in the market closing lower [1][4] Trading Volume and Market Sentiment - The total trading volume in the Shanghai and Shenzhen markets was 2.91 trillion yuan, a decrease of 1.04 trillion yuan from the previous trading day [1] - Despite the downturn, several broad-based ETFs saw significant trading volumes, indicating that large funds are still willing to support the market [3] Monetary Policy Impact - The People's Bank of China announced a 0.25 percentage point reduction in various structural monetary policy tool rates, which is expected to support economic restructuring [3] - The market's recent "cooling" signals are primarily aimed at short-term overbought sectors rather than negating the overall "slow bull" trend [3] Key Sectors and Future Outlook - The precious metals, semiconductor industry chain, and tourism sectors are highlighted as potential areas for continued growth, with the precious metals sector benefiting from global monetary easing and increased demand from AI data center construction [10][11] - Analysts suggest that the current market conditions may allow for a sustained profit effect in these sectors, with a focus on growth-oriented industries [11]
两大主线,集体退潮!盘后传来利好,A股调整到位了吗
Mei Ri Jing Ji Xin Wen·2026-01-15 09:30