每日市场观察-20260108

Market Overview - On January 7, the Shanghai Composite Index recorded a slight increase of 0.05%, marking its 14th consecutive day of gains, while the Shenzhen Component rose by 0.06% and the ChiNext Index increased by 0.31%[4] - The total trading volume in the Shanghai and Shenzhen markets exceeded 2.88 trillion yuan, an increase of 492 billion yuan compared to the previous trading day[1] Sector Performance - The market saw a mixed performance across sectors, with industries such as coal, electronics, telecommunications, machinery, and power equipment experiencing gains[1] - Over 2,100 stocks rose, accounting for approximately 40% of the total stocks traded, indicating a healthy market breadth despite some technical adjustment signals emerging[1] Investment Trends - The core sectors of the computing power industry, including photolithography machines and storage chips, are showing strong market certainty due to robust demand and technological advancements[2] - The cyclical sectors, such as energy, controlled nuclear fusion, coal, and lithium carbonate, are also highlighted as recent star sectors, suggesting a coherent investment logic along technology and cyclical themes[2] Fundraising Activity - From January 5 to January 7, 38 new public funds were launched, with a total of 77 funds planned for issuance in January 2026, indicating a significant increase in fundraising activity[14] - The first trading week of January is expected to see 48 new products launched, representing 62.33% of the total planned for the month, with equity products dominating the new fund landscape[14] ETF Trading Volume - The total trading volume of ETFs in both markets reached 480.618 billion yuan, with stock ETFs accounting for 186.7 billion yuan and bond ETFs for 167.924 billion yuan[15]