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 ...

Market Overview - A-shares opened the year strongly, with the Shanghai Composite Index approaching 4100 points and the ChiNext Index breaking its previous high from October 30, 2025, reaching a new high since December 2021 [1] - The half-day trading volume was 1.84 trillion yuan, an increase of 53.8 billion yuan compared to the previous trading day [1] - Short-term drivers include stabilized expectations for the RMB exchange rate and the anticipation of a spring market rally, while the long-term trend suggests a "slow bull" market may continue [1] Sector Performance - The semiconductor industry chain showed strong performance, with semiconductor equipment and storage chips leading the gains, and companies like Zhongwei and Northern Huachuang reaching historical highs [2] - The storage chip concept surged, with companies like Yingxin Development and Purun shares experiencing consecutive gains, driven by positive news from NVIDIA and significant increases in U.S. storage stocks [3] - The industrial metals sector, particularly nickel, saw a rise, with LME nickel prices reaching a high of $18,735 per ton, the highest since June 2024 [4] - The controllable nuclear fusion concept gained traction, with multiple stocks hitting the daily limit, supported by breakthroughs in experimental methods [5] Institutional Insights - Huaxi Securities noted that the spring market rally has started early, maintaining a bullish outlook and suggesting a focus on emerging growth and anti-involution cyclical opportunities [6] - Shenwan Hongyuan emphasized that the spring market structure remains unchanged, with high elasticity in thematic opportunities, particularly in AI computing and cyclical sectors [7] - Dongfang Securities projected that the upward momentum of the Shanghai Composite Index may slow as it approaches the 4100-point mark, advising caution regarding potential adjustments in individual stocks [8]

【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 ...

Core Viewpoint - The three major indices collectively rose in early trading, with significant gains in various sectors, particularly semiconductor equipment and rare earth permanent magnets, while some sectors like oil and gas experienced declines [1] Market Performance - As of midday, the Shanghai Composite Index increased by 0.29%, the Shenzhen Component Index by 0.35%, the ChiNext Index by 0.41%, and the North China 50 Index by 0.91% [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 185.36 billion yuan, an increase of 57.5 billion yuan compared to the previous day [1] - Over 2,500 stocks in the market saw an increase [1] Sector Highlights - The semiconductor equipment sector experienced a significant surge, with stocks like ChipSource Microelectronics hitting the daily limit, and companies such as Tuojing Technology, Zhongwei Company, and Northern Huachuang reaching historical highs [1] - The rare earth permanent magnet sector also showed strength, with stocks like China Rare Earth and Jinli Permanent Magnet seeing notable gains [1] - The controllable nuclear fusion sector was active, with companies like China Nuclear Engineering and Wangzi New Materials hitting the daily limit [1] - Other sectors that performed well included non-ferrous metals, storage chips, and CRO concept stocks [1] Declining Sectors - The oil and gas sector saw a decline, with China National Offshore Oil Corporation dropping over 4%, along with other companies like Zhongman Petroleum and Sinopec Oilfield Services [1] - The digital currency and cross-border payment sectors experienced adjustments, with stocks such as Sifang Precision and Cuivai Co. seeing declines [1]

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].

消息面上，据上海电气官微消息，上海电气为国内高端装备制造龙头，核电设备"十四五"期间累计综合 市占率居行业首位。在可控核聚变从科学可行性向工程可行性跨越的关键阶段，上海电气已深度嵌入国 家聚变工程链，并实现多项"从0到1"的突破。其中，上海电气为国家重大科技基础设施——聚变堆主机 关键系统综合研究设施(CRAFT)成功研制的全球最大TF线圈盒。其尺寸与性能均超越国际ITER项目同 类结构，彰显中国高端制造的极限能力。 上海电气（601727）(02727)早盘涨超5%，截至发稿，涨4.55%，报4.37港元，成交额1.26亿港元。 此外，在核聚变尚未商用的窗口期，上海电气同步推进第四代核能系统产业化，尤其在钍基熔盐堆 (TMSR)领域取得实质性进展。上海电气的独特优势在于其全面覆盖了包括钍基熔盐堆、钠冷快堆、高 温气冷堆等在内的所有四代核电技术路线。华泰证券最新研报指出，钍基熔盐堆有望在2030年前后实现 示范应用，上海电气凭借先发优势和完整制造能力，将成为该赛道核心受益者。 ...