21世纪经济报道·2026-01-13 07:32Market Overview - A-shares experienced a collective pullback on January 13, with the Shanghai Composite Index ending a 17-day winning streak, closing down 0.64% [1] - The total trading volume in the Shanghai and Shenzhen markets reached a historical high of 3.7 trillion [1] Sector Performance - Significant declines were observed in various sectors, including commercial aerospace, satellite internet, and military industries, with many stocks dropping over 8% [3] - The large aircraft and military sectors also faced downturns, with several stocks hitting the daily limit down [3] - The commercial aerospace index fell by 6.15%, with a net outflow of 230.78 billion [4] Individual Stock Movements - Over 1,600 stocks rose, with more than 70 stocks hitting the daily limit up, while the commercial aerospace sector saw over 60 stocks limit down or drop more than 10% [3] - Specific stocks such as Aerospace Electronics and Beidou Star Communication experienced significant declines, with many stocks in the sector down by nearly 10% [7] Investment Insights - Analysts suggest that the current market sentiment may indicate a nearing peak, with potential for further structural upward trends despite short-term volatility [12] - Key investment strategies include avoiding speculative risks in popular sectors, focusing on policy-driven industries, and maintaining diversified portfolios to balance risk and return [14] - The emphasis is on sectors with strong earnings growth and valuation alignment, particularly in technology manufacturing and innovative healthcare [14]