证券时报·2026-01-16 09:39Market Overview - A-shares experienced a volatile decline, with the Sci-Tech 50 index rising against the trend, and total trading volume in the A-share market returning to 3 trillion yuan [1] - The Shanghai Composite Index fell by 0.26% to 4101.91 points, while the Shenzhen Component Index and the ChiNext Index also saw slight declines [1] Semiconductor Sector - The semiconductor sector showed strong performance, with stocks like Tianyue Advanced and Yongxi Electronics hitting the 20% limit up, and several others reaching historical highs [4][5] - A report from Counterpoint Research indicated that the global storage industry has entered a "super bull market," with prices for DRAM and NAND Flash expected to rise significantly in the coming years, with a projected increase of over 40% by Q4 2025 [5][6] Ultra-High Voltage (UHV) Concept - The UHV concept gained momentum, with stocks like Electric Science Institute and Xihigh Institute hitting the 20% limit up, driven by the announcement of a 4 trillion yuan investment by the State Grid during the 14th Five-Year Plan period [8][10] - The investment will focus on building a new power system and enhancing technological innovation, which is expected to boost the industry [10] AI Application Sector - The AI application sector faced a downturn, with companies like BlueFocus and Kunlun Wanwei dropping over 10%, and several others hitting the daily limit down [12][13] - Notably, People's Daily, which had seen a continuous rise, experienced a sharp decline, indicating potential market overheating and irrational speculation risks [12][15]