太猛了!6700亿半导体巨头飙涨超13%!成交额A股第一!贵金属集体暴动,板块都要涨停了...
雪球·2026-01-21 08:34

Market Overview - A-shares experienced a high and then a pullback, with the Shanghai Composite Index closing up 0.08%, the Shenzhen Component Index up 0.7%, and the ChiNext Index up 0.54%. The STAR Market 50 Index surged by 3.53%. The total trading volume in the Shanghai and Shenzhen markets was 2.6 trillion yuan, a decrease of 177.1 billion yuan from the previous trading day, with over 3,000 stocks in the green [2]. Semiconductor Sector - The semiconductor sector saw a significant rebound, with the 670 billion yuan giant Haiguang Information rising over 13%, becoming the top traded stock in A-shares. Other stocks like Longxin Zhongke and Zhishang Technology hit the 20% limit up, while Huahong Semiconductor and SMIC rose over 4% [4][5]. - Multiple factors have driven the semiconductor sector's strength, including TSMC's announcement of record revenue and profit growth due to AI chip demand, and a major technological breakthrough in domestic semiconductor equipment [8]. Precious Metals - The precious metals sector experienced a collective surge, nearing limit up, with stocks like Hunan Silver, Sichuan Gold, and Zhaojin Gold hitting the limit up, while others like Zhongjin Gold and Shandong Gold rose over 8% [10]. - Gold prices reached a high of 4,888 USD per ounce before retreating slightly but remained above 4,850 USD. Domestic gold jewelry prices are generally above 1,440 yuan per gram [12]. Banking Sector - The banking sector faced declines, with major state-owned banks like China Construction Bank and Industrial and Commercial Bank of China dropping over 2%. The overall banking index fell by 1.18% [15][16]. - Factors contributing to the banking sector's underperformance include a shift in capital towards high-growth sectors and pressure on interest margins. However, some banks like Shanghai Pudong Development Bank reported positive earnings, indicating potential recovery [17].