Market Overview - The A-share market showed a strong performance with the Shanghai Composite Index approaching 4100 points, while the ChiNext Index and Shenzhen Component Index rose by 0.41% and 0.35% respectively, with a total trading volume of 1.85 trillion yuan, an increase of 538 billion yuan compared to the previous trading day [1] Semiconductor Sector - The semiconductor index rose by 2.20%, reaching 8181.14 points, with notable stocks such as ChipSource Microelectronics and Nanda Optoelectronics both increasing by 20% [2][3] Brain-Computer Interface Sector - The brain-computer interface sector continued to perform strongly, with companies like Innovation Medical and Nanjing Panda achieving three consecutive trading limit ups. Strong Brain Technology completed approximately 2 billion yuan in financing, marking it as the second-largest financing in the brain-computer interface field after Neuralink [4] Hong Kong Market - The Hong Kong market saw declines, with the Hang Seng Index and Hang Seng China Enterprises Index both dropping nearly 1%. Alibaba fell by nearly 4%, while companies like WuXi AppTec and China Life rose over 3% [5] Precious Metals Market - International precious metals experienced a downturn, with spot gold dropping below 4480 USD per ounce, while spot silver saw a slight decrease but maintained a year-to-date increase of 13% [6] Base Metals Market - The base metals market showed a strong performance, with SHFE nickel rising nearly 8% and SHFE tin increasing by nearly 6%. The LME copper reached a record high, driven by supply concerns [7]

1月7日，A股三大指数早盘震荡拉升，截至午盘，沪指逼近4100点，创业板上涨0.41%，深成指上涨0.35%。沪深两市半日成交额1.85万亿 元，较上个交易日放量538亿元。全市场超过2500只个股上涨。 港股方面，恒生指数、恒生国企指数震荡走低，截至11:30，两大指数均跌近1%，恒生科技指数下挫1.5%。阿里巴巴跌近4%，比亚迪 （002594）股份、快手跌超2%，药明康德（603259）、中国人寿（601628）、信达生物逆势涨超3%。 国际贵金属集体飘绿，现货黄金跌破4480美元/盎司，早盘一度触及4500美元/盎司；现货白银小幅下跌，年初至今涨幅仍高达13%。 具体来看，半导体产业链全线走强，光刻机、存储器方向领涨。芯源微、南大光电（300346）、恒坤新材20CM涨停，国风新材（000859） 3天2板，中微公司、北方华创（002371）大涨续创历史新高。 | ( | | 半导体指数(886063) | | O | | --- | --- | --- | --- | --- | | | | 8181.14 175.89 +2.20% | | | | 资料 | 成分 | 资讯 | 相关基金 | 月度 ...

1月7日早盘，A股三大指数集体高开，随后走势出现震荡，截至午间收盘均小幅收红。上证指数报 4095.54点，涨幅0.29%；深证成指报14071.33点，涨幅0.35%；创业板指表现相对较强，报3332.74点， 涨幅0.41%；北证50涨0.91%。 沪深两市成交额约18351.39亿元，较前一个交易日放量约538.48亿元。 截至午盘，全市场2530只股票上涨、2776只股票下跌，其中86只涨停、5只跌停。 板块方面，受英伟达CEO黄仁勋在拉斯维加斯国际消费类电子产品展览会（CES 2026）开幕演讲中关 于"重塑存储堆栈"及"AI存储变革"表态的影响，光刻胶板块盘中持续走强，南大光电20cm涨停，报 55.19点。此外，高盟新材、华融化学、雅克科技、恒坤新材等多只个股涨停，安集科技、鼎龙股份、 容大感光等涨幅均超过15%。 南大光电涨停东方财富网 智通财经1月7日消息，英伟达CEO黄仁勋在CES的媒体采访上被问及计划何时将H200芯片出售至中国 市场，他回应称，中国市场需求旺盛，公司正在加快供应链生产，目前正与美国政府完成许可的最后细 节。 稀土永磁板块拉升，中稀有色、格林美等涨停。 此外，旅游酒店板块 ...

盘面上，芯片产业链再度强势，半导体设备、存储芯片方向领涨，中微公司、北方华创续创历史新高； 光刻胶概念爆发，国风新材3天2板；算力硬件持续上扬，PCB、CPO、液冷方向均表现不俗，淳中科技 涨停；有色镍等工业金属概念走高，格林美涨停；可控核聚变概念走强，王子新材等多股涨停；电网设 备股走强，三变科技等多股涨停；创新药等部分医药股表现活跃，必贝特20%涨停。下跌方面，券商股 回调，银行、油气、白酒、军工等板块跌幅居前。 展望后市，华西证券认为，春季躁动提前，牛市格局依旧未改。行业配置上，建议关注新兴成长和反内 卷周期机遇。 热门板块 1、存储芯片概念强势 存储芯片概念再度强势，盈新发展2连板，普冉股份、恒烁股份、香农芯创、江波龙等跟涨。 1月7日，A股早盘红盘震荡，沪指逼近4100点，创业板指突破2025年10月30日的阶段高点，刷新2021年 12月底以来的新高，半日成交额1.84万亿，较上个交易日放量538亿。截至午间收盘，沪指涨0.29%，深 成指涨0.35%，创业板指涨0.41%。 据第一财经分析，A股市场开年表现强劲，从短期来看，是由人民汇率预期趋稳和春季行情预期的共同 驱动。中长期来看，是A股市场的 ...

【午评：沪指涨0.29%逼近4100点 两市半日成交1.84万亿】智通财经1月7日电，早盘沪指震荡拉升，创 业板指冲高回落。沪深两市半日成交额1.84万亿，较上个交易日放量538亿。盘面上热点快速轮动，光 刻胶概念爆发，国风新材3天2板，南大光电、彤程新材等多股涨停。可控核聚变概念表现活跃，王子新 材4天3板，中国一重、中国核建、国机重装涨停。脑机接口概念延续强势，创新医疗、南京熊猫双双3 连板。半导体设备股反复活跃，中微公司、北方华创大涨续创历史新高。电网设备股震荡走强，三变科 技、中国西电涨停。下跌方面，油气股表现较弱，中国海油下挫。截至收盘，沪指涨0.29%，深成指涨 0.35%，创业板指涨0.41%。 转自：智通财经 ...

盘面上热点快速轮动， 光刻胶概念爆发， 国风新材3天2板，南大光电、彤程新材等多股涨停。可控核聚变概念表现活跃，王子新材4天3 板，中国一重、中国核建、国机重装涨停。脑机接口概念延续强势，创新医疗、南京熊猫双双3连板。 半导体设备股反复活跃， 中微公 司、北方华创大涨续创历史新高。电网设备股震荡走强，三变科技、中国西电涨停。 下跌方面，油气股表现较弱，中国海油下挫。截至收盘，沪指涨0.29%，深成指涨0.35%，创业板指涨0.41%。 下载财联社APP获取更多资讯 准确 快速 权威 专业 今日早盘， 沪指震荡拉升 逼近4100点， 创业板指冲高回落。沪深两市半日成交额1.84万亿，较上个交易日放量538亿。 7x24h电报 头条新闻 VIP资讯 实时盯盘 ...

Core Viewpoint - The A-share market experienced a collective rise in the three major indices, with significant trading volume and notable sector performances, particularly in storage chips and rare earths [1] Group 1: Market Performance - The Shanghai Composite Index rose by 0.29% to 4095.54 points, while the Shenzhen Component Index increased by 0.35% and the ChiNext Index gained 0.41%, reaching new highs since January 5, 2022 [1] - The North China 50 Index saw a rise of 0.91%, indicating strong market sentiment [1] - The total trading volume in the Shanghai and Shenzhen markets reached 185.36 billion yuan, an increase of 57.5 billion yuan compared to the previous day, with over 2500 stocks rising [1] Group 2: Sector Highlights - The storage chip sector remained strong, with companies like Zhaoyi Innovation and Puran Co. hitting historical highs [1] - Reports indicate that China is considering tightening the export license review for rare earths to Japan, which has positively impacted the rare earth permanent magnet sector [1] - The non-ferrous metals and controllable nuclear fusion sectors also saw significant gains [1] - International oil prices fell sharply, negatively affecting the performance of oil and gas stocks [1]

凤凰网财经讯 1月7日，早盘沪指震荡拉升，创业板指冲高回落。截至午间收盘，沪指涨0.29%，深成指 涨0.35%，创业板指涨0.41%。沪深两市半日成交额1.84万亿，较上个交易日放量538亿。 | | | | | 沪深京重要指数 | | | | | --- | --- | --- | --- | --- | --- | --- | --- | | 名称 *● | 最新 | 涨幅% | | 涨跌 | 息手 | 现手 | 金额 | | 上证指数 | 4095.54 | 0.29 | 11.87 | 1168/1088 | -0.04 4.32 乙 | 3.01万 7617.22亿 | | | 深证成指 | 14071.35 | 0.35 | 48.80 | 1234/1610 | -0.05 5.92 7. | 1619 1.07万亿 | | | 北证50 | 1506.61 | 0.91 | 13.57 | 153/121 | 0.01 682万 | 1324 186.83 Z | | | 创业板指 | 3332.74 | 0.41 | 13.45 | 635/732 | -0.08 1.79 7. | 16 ...

三大指数早盘集体上涨，截至午盘，沪指涨0.29%，深成指涨0.35%，创业板指涨0.41%，北证50指数涨 0.91%，沪深京三市半日成交额18536亿元，较上日放量575亿元。全市场超2500只个股上涨。板块题材 上，存储芯片、光刻胶、稀土永磁、半导体设备、有色金属、可控核聚变、铜缆高速连接、创新药、旅 游及酒店板块涨幅居前；油气开采及服务、钛白粉、跨境支付、猪肉、军工装备板块跌幅居前。盘面 上，半导体设备板块早盘大涨，芯源微20cm涨停，拓荆科技、中微公司、北方华创盘中纷纷创出历史 新高。稀土永磁板块盘中走强，中稀有色、格林美涨停，中国稀土、金力永磁、北方稀土涨幅居前。可 控核聚变板块同样表现活跃，中国核建、王子新材、弘讯科技、国机重装、中国西电涨停。此外，有色 金属、存储芯片、CRO概念股均有拉升。另一方面，油气股局部走低，中国海油盘中跌超4%，中曼石 油、洲际油气、石化油服跟跌。数字货币、跨境支付板块有所调整，四方精创、翠微股份、拉卡拉、京 北方纷纷下挫。 ...

Group 1: Market Overview - The A-share market opened higher on January 7, with all three major indices rising collectively. The semiconductor industry chain saw significant gains, particularly in memory and advanced packaging sectors. Other active sectors included rare earths, consumer electronics, AI applications, and intelligent driving concepts, while stocks related to trading software, stablecoins, and robotics showed weakness [1]. Group 2: Electric Grid Equipment - Electric grid equipment stocks experienced fluctuations but showed strength, with companies like Heshun Electric, Sanbian Technology, China West Electric, and Igor hitting the daily limit up. Other companies such as New Special Electric, Beijing Kerui, Baobian Electric, and Shima Power also saw gains [2]. - The National Development and Reform Commission and the National Energy Administration released guidelines aimed at promoting high-quality development of the electric grid, addressing challenges related to high proportions of renewable energy integration and optimizing resource allocation efficiency. The guidelines provide clear directives on total investment in the grid, microgrid collaboration, and new technology applications [4]. Group 3: AI Applications - AI application stocks rose sharply at the beginning of the trading session, with companies like Yili Media and Oriental Pearl hitting the daily limit up. Other notable gainers included Zhejiang Wenhu, BlueFocus Communication Group, Xunyou Technology, and Yidian Tianxia [5]. - Research reports indicate that overseas computing power valuations are reasonable with potential for upward adjustments, while domestic computing power has significant long-term potential. The valuation of AI applications is considered cost-effective, particularly in the internet and media sectors [7]. Group 4: Brain-Computer Interface - The brain-computer interface concept continued to show strong performance, with companies like Yanshan Technology, Nanjing Panda, and Innovation Medical achieving three consecutive daily limit ups. Other companies such as Beiyikang, Sanbo Brain Science, Daoshi Technology, and Saili Medical also saw gains [7]. - Strong Brain Technology, a "unicorn" in the brain-computer interface field, recently completed approximately 2 billion yuan in financing, making it the second-largest financing in the world outside of Neuralink, which is owned by Elon Musk. Since the market opened in 2026, brain-computer interface stocks have performed strongly [7].