2026.01. 22 本文字数：762，阅读时长大约1分钟 作者 | 一财阿驴 1月22日，A股三大指数全天维持震荡走势。截至收盘，沪指涨0.14%，深成指涨0.5%，创业板指涨 1.01%。科创综指涨0.14%。 | 代码 | 名称 | 两日图 | 现价 | 淵鉄 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Min | 4122.58c | 5.64 | 0.14% | | 399001 | 深证成指 | mr wir | 14327.05c | 71.92 | 0.50% | | 399006 | 创业板指 | Mint | 3328.65c | 33.12 | 1.01% | | 000680 | 科创综指 | Milm | 1865.34c | 2.66 | 0.14% | 盘面上，商业航天概念股再度爆发，油气、燃气概念股延续强势，AI应用端局部反弹，光伏、核聚 变等题材活跃。半导体、算力产业链高开低走，黄金股普遍回调。 具体来看，商业航天概念爆发，巨力索具2连板，顺灏股份、中超控股、西部材料等超20股涨停。 | 代 ...

上周三以来，A股的短线情绪持续降温，虽然板块间以轮动为主，但部分高位股连续跌停，"关押"了不 少没来得及撤离的投资者。 如上方1分钟K线图所示： 1月22日，市场午后震荡回升，三大指数集体翻红，创业板指走势较强。截至收盘，沪指涨0.14%，深 成指涨0.5%，创业板指涨1.01%。 板块来看，商业航天概念爆发，机器人概念反复走强，油气概念延续强势，PCB概念快速拉升。下跌方 面，保险、半导体、医药等板块跌幅居前。 全市场超3500只个股上涨。沪深两市成交额2.69万亿元，较上一个交易日放量910亿。 而对他们来说，今天算是个好日子： 又一波跌停股，终于开门放人了。 最具代表性的是国晟科技，1月15日该股首次跌停后，直到今天上午，又走出连续5个一字跌停。 但到了下午，13:18开始，该股突然涌入了大笔抄底资金。 13:20，跌停板正式打开，股价持续拉升； 14分钟后的13:32，首度触及涨停价，形成"地天板"； 13:49后，涨停板也终于被封住。 而放眼整个市场，国晟科技能在午后开板，除了6连跌停带来的筹码"博弈"价值外，也与今天短线情绪 整体回暖有关。 早盘，商业航天与AI应用端双双反弹，板块内一些近期同样连 ...

沪深两市成交额2.69万亿，较上一个交易日放量910亿。 1月22日，A股三大指数全天维持震荡走势。截至收盘，沪指涨0.14%，深成指涨0.5%，创业板指涨1.01%。科创综指涨0.14%。 | 代码 | 名称 | 两日图 | 现价 | 涨跌 | 涨跌幅 | | --- | --- | --- | --- | --- | --- | | 000001 | 上证指数 | Milm | 4122.58c | 5.64 | 0.14% | | 399001 | 深证成指 | mr wir | 14327.05c | 71.92 | 0.50% | | 399006 | 创业板指 | MM | 3328.65c | 33.12 | 1.01% | | 000680 | 科创综指 | Minim | 1865.34c | 2.66 | 0.14% | 盘面上，商业航天概念股再度爆发，油气、燃气概念股延续强势，AI应用端局部反弹，光伏、核聚变等题材活跃。半导体、算力产业链高开 低走，黄金股普遍回调。 | 代码 | 名称 | 涨幅量 | 现价 | | --- | --- | --- | --- | | 300737 | 科 ...

转自：智通财经 【AI应用端震荡回升 浙文互联9天5板】智通财经1月21日电，AI应用端盘中震荡回升，浙文互联走出9 天5板，此前环球印务、天地在线、久其软件涨停，上海钢联涨超10%，金现代、人民网、零点有数跟 涨。消息面上，Evercore ISI高级分析师Mark Mahaney表示，如果顺利推进，OpenAI 2030年前有望实现 每年约250亿美元的广告收入。公司上周五宣布，计划未来几周在美国的免费用户和Go用户中测试广 告。 ...

房地产板块表现活跃，截止午盘上涨1.68%，包括大悦城、我爱我家、城投控股等在内的多股涨停。化工 板块逆势拉升，其中红宝丽、山东赫达、宏柏新材、维远股份、红墙股份等股涨停。AI应用端盘中走高， 其中佳云科技、粤传媒、浙文互联、天地在线涨停。存储芯片概念反复活跃，其中普冉股份、佰维存储再 创新高。 消息面:财政部公告，延续实施支持居民换购住房的个人所得税优惠政策至2027年底。早盘主力资金净流入 银行、非银金融、证券等板块，净流出电新行业、电子、有色金属等板块。 欢迎您在评论中分享自己的看法，大家一起学习和讨论。 探底回升但依然弱势，截止午盘三大指数集体收跌，其中沪指下跌0.3%，深成指下跌1.22%，创业板指下 跌1.83%。两市合计超3300只个股下跌，合计成交额1.85万亿。 商业航天概念再度大跌，其中华菱线缆、航天动力跌停。空间站概念/6G概念/光通信模块/通信设备/F5G概 念/纳米银等行业板块紧随其后，且跌幅均在3%上方。 ...

Core Viewpoint - The market experienced a collective decline with all three major indices falling, while the chemical sector showed significant strength, indicating potential investment opportunities in specific sectors despite overall market weakness [1][2]. Sector Summaries Chemical Sector - The chemical sector saw a broad rally, with multiple stocks hitting the daily limit up, driven by a notable price increase in key chemical products such as epoxy propylene, which rose by 7.9% week-on-week [2][6]. - Analysts from Huatai Securities suggest that the chemical industry is at a turning point in both capacity and inventory cycles, with expectations of an upward trend as domestic and international demand recovers by 2026 [2][3]. - The recent price increases have attracted significant capital inflow into the sector, indicating potential for continued activity, although short-term volatility may increase due to this influx [2][3]. Precious Metals - Precious metals, particularly gold and silver, continued to strengthen, with spot gold surpassing $4,700 per ounce, marking a new historical high [2][3]. - The rise in gold prices is attributed to increased risk aversion in the market and concerns regarding the independence of the Federal Reserve, leading to a strong interest in commodities as a hedge against currency risk [3][6]. Real Estate Sector - The real estate sector showed active performance, with several stocks reaching their daily limit up, supported by a government announcement extending tax incentives for home purchases until the end of 2027 [3][6]. - Analysts believe that the recent policy measures will help reduce housing costs for residents and lower investment thresholds for commercial properties, although caution is advised regarding the interaction between policy and market fundamentals [3][6]. Commercial Aerospace - The commercial aerospace sector continued to face weakness, with several stocks experiencing significant declines, indicating a loss of market confidence [5][6]. - Despite the overall downturn, some individual stocks within the sector showed resilience, suggesting potential for selective investment opportunities [5][6]. Electric Grid Equipment - The electric grid equipment sector maintained its strength, with several stocks achieving multiple consecutive gains, although caution is warranted due to potential profit-taking at high levels [5][6].

Market Overview - The three major indices collectively declined, with the ChiNext Index dropping over 2% at one point. The total trading volume in the Shanghai and Shenzhen markets reached 2.78 trillion yuan, an increase of 69.4 billion yuan compared to the previous trading day. Over 3,100 stocks in the market fell [1] Sector Performance Chemical Sector - The chemical sector experienced a significant surge, with multiple stocks hitting the daily limit. Key stocks included Hongbaoli, Shandong Heda, and Hongqiang Co. The price of epoxy propylene rose by 7.9% week-on-week, and the prices of organic silicon intermediates also increased. Analysts from Huatai Securities noted that the chemical industry is at a dual turning point in capacity and inventory, with expectations for an upward trend as demand recovers by 2026 [2][2] Precious Metals - Precious metals strengthened in the afternoon, with Hunan Silver and Zhaojin Gold both hitting the daily limit. The spot gold price rose over 1% to exceed $4,700 per ounce, setting a new historical high. COMEX silver futures increased by 6.49%, also reaching a new high [2][3] Real Estate Sector - The real estate sector showed active performance, with stocks like Diyi City and Chengtou Holdings hitting the daily limit. A recent announcement from the Ministry of Finance and other departments extended the personal income tax preferential policy for residents purchasing homes until the end of 2027, which is expected to lower housing costs for residents [4][4] Commercial Aerospace - Commercial aerospace stocks continued to show weakness, with several stocks, including Shenjian Co. and Aerospace Power, hitting the daily limit down. The overall sentiment in the market for this sector remains low, with a reduced likelihood of a rebound in the short term [6] Electric Grid Equipment - Electric grid equipment stocks maintained strength, with stocks like Senyuan Electric and Hancable achieving three consecutive limits up. However, some stocks at high levels showed signs of divergence, indicating potential short-term corrections if there is insufficient new capital to support them [6] Market Outlook - The market continued to adjust, with the Shanghai Composite Index closing near the flat line and the ChiNext Index showing weakness. The overall market sentiment remains in a downward consolidation phase, with over 80 stocks dropping more than 7% at the close. Analysts suggest that for the market to regain strength, it needs to break above the 5-day moving average with increased volume [8]

Market Overview - The three major indices collectively declined, with the ChiNext Index dropping over 2% at one point. The Shanghai Composite Index closed down 0.01%, the Shenzhen Component Index down 0.97%, and the ChiNext Index down 1.79% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.78 trillion yuan, an increase of 69.4 billion yuan compared to the previous trading day [5][6] Index Performance - Shanghai Composite Index: 4113.65, down 0.01% [2] - Shenzhen Component Index: 14155.63, down 0.97% [2] - ChiNext Index: 3277.98, down 1.79% [2] - The market saw over 3100 stocks decline, with a significant number of stocks in the chemical sector hitting the daily limit up [2] Sector Performance - The chemical sector showed strong performance, with several stocks such as Hongbaoli and Shandong Heda hitting the daily limit up [2] - Precious metals continued to perform well, with stocks like Zhaojin Gold and Hunan Silver reaching the daily limit up [2] - The real estate sector was active, with stocks like Dayuecheng and City Investment Holdings also hitting the daily limit up [2] Stock Movements - AI application stocks saw partial gains, with companies like Jiayun Technology and Yue Media hitting the daily limit up [3] - Conversely, sectors such as computing hardware and commercial aerospace experienced significant declines, with stocks like Shenjian Co. and Aerospace Power facing consecutive limit downs [3]

Core Viewpoint - The market experienced a decline in early trading, with the Shenzhen Component Index dropping over 1% and the CSI A500 Index down by 0.71%. However, the chemical sector showed resilience, while the real estate sector was active, and AI applications saw gains. In contrast, the commercial aerospace sector faced significant declines [1]. Group 1: Market Performance - The three major indices showed a downward trend, with the Shenzhen Component Index falling more than 1% and the CSI A500 Index decreasing by 0.71% [1]. - The CSI A500 Index-tracking ETFs collectively declined, with 13 ETFs exceeding a trading volume of 100 million yuan, and 2 surpassing 11.1 billion yuan [1]. Group 2: Sector Analysis - The chemical sector performed well, showing an upward trend despite the overall market decline [1]. - The real estate sector was notably active during the trading session [1]. - AI application stocks experienced gains during the trading period [1]. - The commercial aerospace sector saw a significant drop in performance [1]. Group 3: ETF Trading Data - A500ETF Fund had a trading volume of 113.36 million yuan, with a price change of -0.64% [2]. - A500ETF Huatai-PineBridge recorded a trading volume of 111 million yuan, with a price change of -0.61% [2]. - Other A500 ETFs also showed declines, with various trading volumes and price changes ranging from -0.49% to -0.87% [2].

Market Overview - The three major indices experienced a decline, with the Shenzhen Component Index dropping over 1% and the ChiNext Index falling over 2% during early trading on January 20 [1] - By midday, the Shanghai Composite Index decreased by 0.3%, the Shenzhen Component Index fell by 1.22%, and the ChiNext Index dropped by 1.83% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.85 trillion yuan, an increase of 568 billion yuan compared to the previous trading day [1] Index Performance - Shanghai Composite Index: 4101.62, down 0.30%, with 931 gainers and 1330 losers [2] - Shenzhen Component Index: 14119.95, down 1.22%, with 916 gainers and 1916 losers [2] - ChiNext Index: 3276.64, down 1.83%, with 358 gainers and 1012 losers [2] - The North Star 50 Index: 1520.27, down 1.83% [2] Sector Performance - The chemical sector showed resilience, with stocks like Hongbaoli, Shandong Heda, Hongbai New Materials, Weiyuan Co., and Hongqiang Co. hitting the daily limit [2] - The real estate sector was active, with stocks such as Dayue City, I Love My Home, and City Investment Holdings also reaching the daily limit [2] - AI application stocks saw gains, with companies like Jiayun Technology, Yue Media, Zhejiang Wenhu, and Tiandi Online hitting the daily limit [3] - The storage chip concept remained active, with stocks like Purun Co. and Baiwei Storage reaching new highs [3] - The commercial aerospace sector faced significant declines, with companies like Hualing Cable and Aerospace Power hitting the daily limit [3]