Market Performance - The A-share market showed strong performance with the Shanghai Composite Index stabilizing above 4100 points, closing up 0.92% on January 9, 2023 [2] - Total trading volume exceeded 3 trillion yuan, with 3920 stocks rising and 109 hitting the daily limit [2][3] AI and Healthcare Sector - AI application concept stocks surged, with companies like Yingtai Media and Shengguang Group hitting the daily limit [3] - The healthcare sector also saw significant gains, with stocks like Meinian Health and Guoxin Health reaching the daily limit following the announcement of ChatGPT Health by OpenAI [5][6] Commercial Aerospace Sector - The commercial aerospace sector continued its strong momentum despite a temporary market disturbance caused by rumors of a suspension of satellite ETF subscriptions [6][7] - Major stocks in this sector, such as China Satellite Communications, achieved significant gains, with some stocks hitting the daily limit [7] MiniMax IPO - MiniMax, a large model company, went public on the Hong Kong Stock Exchange, with its stock price soaring over 80% at one point, reaching approximately 300 HKD and a market capitalization exceeding 90 billion HKD [4] Market Sentiment - Despite the "small essay" rumor causing initial market fluctuations, the commercial aerospace sector quickly rebounded, indicating strong investor confidence [7] - Market participants humorously noted that the concept of "jumping water" does not apply to aerospace, reflecting a positive outlook on the sector's future [7]

【导读】商业航天盘中突发"小作文" AI应用概念股集体爆发，引力传媒（603598）5天4板，省广集团（002400）等多股涨停。消息面上，1月9日，大模型公司MiniMax在港交所上 市，开盘后股价迅速冲高，一度涨超80%，股价约300港元，市值破900亿港元。 | 代码 | 名称 | | 涨幅% | 现价 | | --- | --- | --- | --- | --- | | 300063 | 天龙集团 | | 20.02 | 10.85 | | 301171 | 易点天下 | R | 20.00 | 22.69 | | 300028 | 蓝色光标 | R | 14.08 | 17.18 | | 300071 | 福石控股 | | 12.56 | 7.44 | | 300781 | 因赛集团 | R | 10.76 | 41.17 | | 000917 | 电广传媒 | R | 10.04 | 12.06 | | eooa8e | 浙文互联 | 1 R | 10.03 | 9.76 | | 002131 | 利欧股份 | . R | 10.03 | 7.46 | | 002115 | 三维通信 | R | ...

市场震荡拉升，沪指高开高走突破4100点，深成指涨超1%。盘面上，市场热点快速轮动，全市场超3900只个股上涨，连续2日超百股涨停。截至收盘，沪指 涨0.92%，深成指涨1.15%，创业板指涨0.77%。 从板块来看，AI应用概念集体爆发，二十余只成分股涨停，引力传媒5天4板，省广集团、会畅科技、粤传媒、易点天下涨停。 下跌方面，脑机接口概念下挫，美好医疗、倍益康跌超10%。 沪深两市成交额3.12万亿元，较上一个交易日放量3224亿，时隔73个交易日后再度站上3万亿大关，历史第五次突破3万亿。 个股方面，中际旭创、岩山科技成交额破200亿元，分别达222亿元和220亿元，蓝色光标、航天电子、金风科技、新易盛成交额靠前。 | 序号 代码 | | 名称 | ● | 最新 | 涨幅％ | 涨跌 | 成交量 | 成交容 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 300308 | 中际旭创 | 1 | 583.20 | -2.06 | -12.25 | 38.57万 | 22 | | 2 | 002195 | 岩山科技 | 4 | ...

Core Viewpoint - The A-share market showed strong performance with the Shanghai Composite Index surpassing 4100 points, indicating a potential bullish trend in the market [3][11]. Market Performance - The Shanghai Composite Index rose by 0.92% to close at 4120.43, the Shenzhen Component Index increased by 1.15% to 14120.15, the ChiNext Index gained 0.77% to 3327.81, and the Sci-Tech Innovation Board Index surged by 2.09% to 1803.40 [4][3]. - The total trading volume in the Shanghai and Shenzhen markets reached 3.12 trillion yuan, an increase of 322.4 billion yuan compared to the previous trading day, with over 3900 stocks rising and more than a hundred stocks hitting the daily limit for two consecutive days [8]. Sector Performance - AI application themes surged, particularly in the fields of healthcare, film, and short drama games, with stocks like Meian Health, Jiuyuan Yinhai, and Guoxin Health hitting the daily limit [5][6]. - The concept of controllable nuclear fusion continued to perform strongly, with stocks such as Hongxun Technology and Xiamen Tungsten rising by the daily limit [7]. Fund Flow - Major funds saw net inflows in sectors such as non-ferrous metals, media, and home appliances, while there were net outflows in semiconductor, insurance, and electronic components sectors [10]. - Specific stocks that attracted significant net inflows included Liou Co., Jinfa Technology, and Kunlun Wanwei, with inflows of 1.747 billion yuan, 1.663 billion yuan, and 1.369 billion yuan respectively [10]. Institutional Insights - Dexun Securities noted that the Shanghai Composite Index's rise above 4100 points, coupled with increased trading volume, suggests the potential for a comprehensive bull market [11]. - Guojin Securities emphasized the acceleration of the spring market and the importance of AI chain rotation opportunities, while Xiangcai Securities highlighted the recent upward breakout of the Shanghai Composite Index, indicating a possible recovery of the upward trend from the second half of 2025 [13].

全市场超3900只个股上涨，连续2日超百股涨停。沪深两市成交额3.12万亿元，较上一个交易日放量3224亿， 历史第五次突破3万亿。 2026年，A股不仅在第一天收获"开门红"，连第一周整体也是红彤彤的。 数据显示，沪指本周累涨3.82%，完成了从3983点到4121点的跨越。 量价齐升的情况也很显著。本周前四天，全市场成交额连续超过2.5万亿元，周五则直接飙升至3.15万亿元， 时隔73个交易日后再度站上3万亿大关。 1月9日，市场震荡拉升，沪指高开高走突破4100点，深成指涨超1%。截至收盘，沪指涨0.92%，深成指涨 1.15%，创业板指涨0.77%。 板块来看，AI应用、商业航天、可控核聚变等概念领涨。下跌方面，脑机接口概念下挫。 行情软件显示，早间9:43开始，富时A50期指曾有一波急速拉升，A股随之由震荡转为持续1小时的单边上 行，沪指则趁势突破了4100点关口。 结合消息面来看，这里大概率是国家统计局公布的CPI和PPI数据，提振了市场信心。 年前的你，可曾预想到这般走势？ 实际上，这样"可遇不可求"的超预期表现，本来就不必去预判，反而应该学会"跟随"。还是以沪指迄今走出 的"16连阳"为例： ...

| 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300253 | 卫宁健康 | +13.79% | 10.81 | | 002044 | 美年健康 | +10.05% | 6.13 | | 002777 | 久远银海 | +10.02% | 20.31 | | 000503 | 国新健康 | +10.01% | 10.55 | | 002315 | 焦点科技 | +9.43% | 53.27 | | 300451 | 创业慧康 | +9.28% | 5.77 | | 300288 | 朗玛信息 | +7.91% | 15.14 | | 301017 | 漱玉晋民 | +7.75% | 17.24 | | 300168 | 万达信息 | +7.67% | 7.30 | | 300018 | 中元股份 | +7.17% | 13.15 | | 300220 | 和仁科技 | +5.70% | 15.40 | | 300078 | 思创医惠 | +4.60% | 4.55 | | 300074 | 华平股份 | +4.23% | 4.93 | | 002230 ...

今日A股市场震荡拉升， 沪指高开高走突破4100点 ，深成指涨超1%。沪深两市成交额3.12万亿，较上一个交易日放量3224亿，时隔73个交易日后再 度站上3万亿大关，历史第五次突破3万亿。 盘面上，市场热点快速轮动， 全市场超3900只个股上涨，连续2日超百股涨停 。从板块来看， AI应用概念集体爆发 ，二十余只成分股涨停，引力传 媒5天4板，省广集团、会畅科技、粤传媒、易点天下涨停。商业航天概念反复活跃，鲁信创投11天9板，中国卫通9天5板，金风科技4连板，航天电 子6天4板。可控核聚变概念延续强势，弘讯科技、中国一重双双3连板。 下跌方面，脑机接口概念下挫，美好医疗、倍益康跌超10%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 7x24h电报 头条新闻 VIP资讯 实时盯盘 01-09 15:12:36 沪 4120.43 +37.45 +0.92% 7.30亿手 之 高 4121.72 成交量 开 4086.76 最 ​​ n ( 4082.98 最 俱 4083.62 成交额 1.29万亿 ▲ સ્ટેમ્પે 周K 月K 分钟 ▼ 王日 (0) MA5:4079.25 MA10:402 ...

凤凰网财经讯 1月9日，市场震荡拉升，沪指高开高走突破4100点，深成指涨超1%。截至收盘，沪指涨 0.92%，深成指涨1.15%，创业板指涨0.77%。沪深两市成交额3.12万亿，较上一个交易日放量3224亿， 时隔73个交易日后再度站上3万亿大关，历史第五次突破3万亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 咸新 | 招标幅% | | 涨跌 涨跌家数 | | 总手 | 现手 金额 | | 上证指数 | 4120.43 | 0.92 | 37.45 | 1638/602 | 0.00 | 7.30 7. | 91.0万 1.29万亿 | | 深证成指 | 14120.15 | 1.15 | 160.67 | 2128/687 | 0.02 | 10.1 7 | 1186万 1.83万亿 | | 北证50 | 1524.26 | 1.05 | 15.88 | 202/77 | 0.01 | 1137万 | 15.1万 298.30亿 | | 创业板指 | 3327.81 | 0 ...

Investment Rating - The industry investment rating is "Overweight" [4] Core Insights - The controllable nuclear fusion industry is gaining momentum with significant technological advancements, such as the successful operation of the "Honghuang 70" superconducting tokamak achieving 120 seconds of steady-state long-pulse plasma operation, marking a milestone for commercial nuclear fusion development [1] - The global controllable nuclear fusion market is projected to reach approximately $331.5 billion by 2024, indicating a vast market potential [3] - Major economies are strategically prioritizing the future of nuclear fusion, providing support through policies and funding to accelerate the industrialization process [3] Summary by Sections - **Technological Developments**: The "Honghuang 70" device has made significant progress in achieving reliable long-pulse operation, with ongoing improvements in hardware performance and operational capabilities [1] - **Upcoming Events**: The 2026 Nuclear Fusion Energy Technology and Industry Conference will be held in Hefei, China, aimed at promoting collaborative innovation and results transformation within the industry [2] - **Investment Opportunities**: The report highlights several companies to watch, including those involved in low-temperature superconducting magnets, vacuum chambers, and power supply systems, indicating a diverse range of investment opportunities within the nuclear fusion sector [3]

量能持续放大，沪深两市半日成交额2.06万亿，较上个交易日放量2963亿。盘面上热点快速轮动，全市场超2900只个股下跌。从板块来看，AI应用概念走 强，引力传媒5天4板，粤传媒、易点天下、博瑞传播、国新健康等多股涨停。商业航天概念反复活跃，鲁信创投11天9板，巨力索具2连板。可控核聚变概 念延续强势，弘讯科技、中国一重双双3连板。下跌方面，脑机接口概念下挫，美好医疗跌超10%。截至收盘，沪指涨0.3%，深成指涨0.57%，创业板指涨 0.1%。 中原证券认为，进入1月份以来，支持市场走好的主要因素依然存在。人民币资产吸引力增强，市场对年初信贷投放及后续政策抱有期待。企业盈利结构 已发生积极变化，以先进制造和出海企业为代表的新经济力量，正驱动A股收益率企稳回升，为市场提供了较好的基本面支撑。国内货币政策预计将延 续"适度宽松"的立场。市场普遍预期美联储2026年将延续降息周期，全球流动性环境趋于宽松。预计上证指数维持小幅震荡上行的可能性较大，建议投资 者密切关注宏观经济数据、海外流动性变化以及政策动向。 1月9日早盘，开盘涨跌互现的A股三大股指集体走高，沪指在15连阳后突破4100点关口续创十年新高。 财信证 ...