Market Overview - The market experienced narrow fluctuations today, with all three major indices closing higher, led by the ChiNext Index. The total market turnover reached 2.1 trillion, an increase of over 100 billion compared to the previous trading day, although most individual stocks declined [1] - Focused on AI, sectors such as computing power, AI applications, and liquid cooling showed varied performances. Notable gains were seen in hardware stocks related to optical modules and chips, with companies like Tianfu Communication and Taicheng Light reaching new highs [1] Key Developments - The State-owned Assets Supervision and Administration Commission held a meeting to deepen the "AI+" initiative, emphasizing the need to enhance effective investment in computing power and improve data governance capabilities [1] - AI application stocks rebounded in the afternoon, with leading company Liou Co. hitting the daily limit, while other stocks like Capital Online also saw significant gains [1] Sector Performance - Small metal concept stocks remained active, with companies like Zhangyuan Tungsten and Xianglu Tungsten hitting the daily limit, while consumer sectors such as retail and food & beverage faced declines, with Hai Xin Food hitting the daily limit down [1] - Banking stocks underperformed, with Chongqing Bank and Xiamen Bank experiencing notable declines [2] Stock Movements - In terms of stock performance, 2,108 stocks rose while 3,280 fell, with 70 stocks hitting the daily limit up and 23 hitting the limit down. The Shanghai Composite Index rose by 0.05% to 4,134.02 points, while the Shenzhen Component Index increased by 0.86% to 14,283.00 points [2] Fund Flow - Major funds focused on sectors such as electric grid equipment, semiconductors, and general equipment, with net inflows seen in stocks like Yingweike and Liou Co. [3] Industry Insights - The China Passenger Car Association reported that in January, the export of new energy passenger vehicles reached 286,000 units, a year-on-year increase of 103.6%, accounting for 49.6% of total passenger car exports [4] - The State Administration for Market Regulation released guidelines to regulate pricing behaviors in the automotive industry, aiming to address issues like false promotions and ensure fair pricing practices [5] - The National Energy Administration emphasized the acceleration of AI integration into traditional industries and the proactive development of future energy sectors like hydrogen and nuclear fusion [6] - By 2025, China's new wind and solar power installations are expected to exceed 430 million kilowatts, marking a 22% year-on-year growth and surpassing thermal power for the first time [7] Market Outlook - According to Caixin Securities, as the Spring Festival approaches, market activity is expected to decline, leading to a potential short-term reduction in new capital inflows. However, structural opportunities may arise from concentrated positive events in certain sectors [8] - Dongguan Securities noted that with the upcoming holiday, investor sentiment is becoming more cautious, suggesting that the A-share market may enter a phase of reduced trading volume [9] - CITIC Securities projected that commodities will remain a preferred investment direction in 2026, driven by factors such as risk aversion and fundamental improvements [10]
A股收评 | 三大指数集体收涨 算力热度不减！龙头批量新高
智通财经网·2026-02-12 07:10