证券时报·2026-01-12 04:35Core Viewpoint - The A-share market has seen significant upward movement, with the Shanghai Composite Index reaching a ten-year high, indicating strong investor sentiment and market performance [1][3]. Group 1: TMT Sector Performance - The TMT (Technology, Media, and Telecommunications) sector has experienced a surge, with the Wind TMT Index showing an intraday increase of over 3% [4]. - The media sub-sector within TMT has seen remarkable gains, with stocks like BlueFocus Media hitting the daily limit up of 20%, and its trading volume exceeding 19 billion yuan, marking a historical high for the stock [4]. - Other media stocks such as Chuanwang Media, Tianlong Group, and Zhidemai also reached the daily limit up, contributing to a broader trend of significant price increases across the sector [4]. Group 2: Computer Sector Performance - The computer sector has also witnessed a strong performance, with over 40 stocks hitting the daily limit up or increasing by more than 10% [6]. - Notable stocks in this sector include Topwise, Hande Information, and Puyuan Information, all achieving a daily limit up of 20% [6]. Group 3: Other Sector Performances - Defense, social services, comprehensive, and communication sectors have shown strong upward trends, contributing to the overall market rally [8]. - Conversely, sectors such as oil and petrochemicals, coal, and agriculture have lagged behind in performance during the same period [9]. Group 4: Hong Kong Market Performance - The Hong Kong market has also shown strength, with the Hang Seng Index gaining momentum, particularly after 11 AM [10][11]. - Leading stocks in the Hang Seng Index include Kuaishou-W, Meituan-W, and Alibaba-W, while stocks like Shenzhou International and Hansoh Pharmaceutical have faced declines [12]. - Notably, Baiaosaitou-B has surged over 15% following a licensing agreement aimed at accelerating the development of bispecific antibody drug conjugates [12][13].