A股早评:三大指数集体高开,电网设备股全线上涨,AI应用板块继续回调
Ge Long Hui·2026-01-16 01:39

Core Viewpoint - The A-share market opened with all three major indices rising, indicating positive market sentiment driven by significant investments in new energy infrastructure and developments in the storage market [1] Group 1: Market Performance - The Shanghai Composite Index rose by 0.35% to 4127.06 points [1] - The Shenzhen Component Index increased by 0.47% [1] - The ChiNext Index saw a rise of 0.78% [1] Group 2: Sector Highlights - A new investment of 4 trillion yuan in a new power system has been confirmed, leading to a surge in the electric grid equipment sector [1] - Companies such as Sanbian Technology experienced a four-day consecutive rise, while Xinlian Electronics and Baobian Electric both saw two consecutive days of gains [1] Group 3: Storage Market Insights - A report indicates that the storage market has entered a "super bull market," with major companies like SanDisk and Western Digital reaching new highs overnight [1] - This development has positively impacted the storage chip concept stocks, contributing to a strong opening in this sector [1] Group 4: AI Sector Update - The AI application sector is experiencing a continued pullback, contrasting with the gains seen in other sectors [1]