（原标题：时隔近4个月 A股成交额历史第6次突破3万亿） 1月9日，A股市场再度迎来强势行情：三大指数集体走高，上证指数收涨0.92%，时隔10年再度站上4100点整数关口，录得16连阳；创业板指涨 0.77%。AI应用题材爆发，影视、短剧游戏方向领跑。商业航天、人形机器人、小金属概念股涨幅居前。光伏、大金融板块走弱。 从历史成交数据来看，A股如此级别的量能释放并不常见。21快讯记者查询数据显示，截至目前，A股历史上仅出现6次单日成交额突破3万亿元的 情况，除今日外，其余5日分别是2024年10月8日（34835.43亿元）、2025年8月27日（31977.88亿元）、2025年8月25日（31769.48亿元）、2025年 9月18日（31666.43亿元）及2025年8月28日（30008.90亿元）。 对于当前A股的上涨与量能放大，经济学家盘和林在接受21快讯记者采访时表示，这一表现意味着A股已进入全面牛市阶段，背后是投资人热情的 持续攀升。"当前A股上涨和放量的核心驱动力，是人民币升值带来的全球资本回流——事实上全球股市都在屡创新高，A股如今的涨势仍处于合 理范围内。" 盘和林进一步分析称，在成交额 ...

记者丨李益文 刘雪莹 1月9日， A股市场再度迎来强势行情：三大指数集体走高， 上证指数收涨0.92%， 时隔10年再度站上4100点整数关口， 录得16连阳； 创业板 指涨0.77%。AI应用题材爆发，影视、短剧游戏方向领跑。商业航天、人形机器人、小金属概念股涨幅居前。光伏、大金融板块走弱。 | 2025-09-01 | 27,776.47 | | --- | --- | | 2024-11-08 | 27,322.99 | | 2025-08-26 | 27,098.31 | | 2025-10-09 | 26,718.18 | | 2025-08-19 | 26.406.80 | | 2024-11-06 | 26,240.54 | | 2024-09-30 | 26,114.91 | | 2025-10-14 | 25.965.85 | | 2024-11-12 | 25,870.30 | | 2025-09-04 | 25,818.93 | | 2025-08-22 | 25,788.42 | | 2026-01-05 | 25,672.40 | | 2024-11-07 | 25,631.08 | ...

每经AI快讯，12月30日，三大股指盘中翻红，影视院线、移动支付、短剧游戏、半导体板块涨幅居 前。 每经AI快讯，12月30日，三大股指盘中翻红，影视院线、移动支付、短剧游戏、半导体板块涨幅居 前。 ...

格隆汇12月30日｜A股三大股指盘中翻红，影视院线、移动支付、短剧游戏、半导体板块涨幅居前。 ...

Core Insights - The A-share market saw a total of 79 stocks hitting the daily limit up on November 24, with notable performances in various sectors, particularly aquaculture, photolithography, and 3D printing [1][2]. Group 1: Stock Performance - Guofeng New Materials achieved a four-day consecutive limit up in the photolithography sector [1][2]. - Changjiang Materials, associated with 3D printing, recorded a two-day consecutive limit up [1][2]. - The aquaculture sector, specifically Shuiyu Industry, experienced a remarkable seven-day consecutive limit up [1][2]. Group 2: Conceptual Breakdown of Stocks - The following stocks have notable consecutive limit up days: - Sansi Mingchu: 7 days, related to aquaculture [2]. - Guofeng New Materials: 4 days, related to photolithography [2]. - *ST Suwu: 4 days, related to innovative pharmaceuticals [2]. - Meng Tian Home: 4 days, related to home furnishings [2]. - Shida Group: 3 days, related to intelligent computing centers [2]. - Other stocks with 2 days of consecutive limit up include *ST Wanfang (automotive), Te Fa Information (optical communication), and Changjiang Materials (3D printing) [2].

Market Performance - The A-share market indices opened high and continued to rise, with the Shanghai Composite Index increasing nearly 1% to reclaim the 4000-point mark. The total market turnover reached 20,759 billion, an increase of 1,816 billion compared to the previous day [1] - The CSI A500 Index rose by 1.5%, the CSI 300 Index increased by 1.4%, the ChiNext Index gained 1.8%, and the STAR Market 50 Index surged by 3.3%. The Hang Seng China Enterprises Index also saw a rise of 2.1% [1] Sector Performance - The leading sectors in terms of gains included phosphorus chemical, aluminum metal, storage chips, pesticides, CPO, and power equipment [1] - Conversely, the sectors that experienced declines were the Hainan Free Trade Zone, ice and snow industry, short drama games, retail, and port shipping [1] Index Details - The CSI 300 Index consists of 300 stocks from the Shanghai and Shenzhen markets, covering 11 primary industries, with a rolling P/E ratio of 14.2 times [3] - The CSI A500 Index is composed of 500 securities with larger market capitalization and better liquidity, covering 91 out of 93 tertiary industries, with a rolling P/E ratio of 16.6 times [3] Technology Sector Insights - The technology sector shows a significant concentration, with over 65% representation from semiconductor companies, alongside medical devices, software development, and photovoltaic equipment, which together account for nearly 80% [5]

Group 1 - The short drama game sector is experiencing a downturn, with significant declines in stock prices for several companies [1] - Huanrui Century has seen a drop of 7.73%, while BlueFocus has decreased by 3.36% [1] - Other companies such as Zhongwen Online and Oriental Pearl have also reported declines of over 2% [1]

Market Performance - The three major A-share indices collectively rose, with the Shanghai Composite Index closing at 3976.52 points, an increase of 0.55%, and a trading volume of 941.704 billion [1] - The Shenzhen Component Index closed at 13404.06 points, up by 0.19%, with a trading volume of 1165.427 billion [1] - The ChiNext Index ended at 3196.87 points, gaining 0.29%, with a trading volume of 535.802 billion [1] Sector Performance - Insurance, brokerage, and non-ferrous metal sectors experienced declines [1] - Conversely, coal, oil, and banking sectors saw significant gains [1] - Emerging sectors such as short drama games, new battery technologies, and nuclear power concepts were notably active [1]

Core Viewpoint - The A-share market experienced a mixed performance with the Shanghai Composite Index rising by 0.55% to 3976.52 points, while the Shenzhen Component Index and the ChiNext Index also saw slight gains, indicating a recovery in market sentiment after previous declines [1]. Market Performance - The Shanghai Composite Index increased by 0.55% to 3976.52 points - The Shenzhen Component Index rose by 0.19% to 13404.06 points - The ChiNext Index gained 0.29% to 3196.87 points - Over 3500 stocks in the market closed in the green - Total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 21,331 billion [1]. Sector Analysis - Sectors such as insurance, brokerage, and non-ferrous metals experienced declines - Conversely, coal, oil, and banking sectors showed upward movement - Emerging sectors like short drama games, new battery technologies, and nuclear power concepts were active [1]. Future Market Outlook - According to CITIC Securities, the A-share market is facing pressure from emotional pullbacks and a lack of favorable news after previous gains - A new round of sideways adjustments is expected in November, suggesting investors should hold off on increasing positions - Recommended focus areas include coal, oil and petrochemicals, new energy (energy storage, solid-state batteries), non-bank financials (brokerage, insurance), public utilities, media, food and beverage, and transportation [1].

Market Overview - The three major stock indices in Shanghai and Shenzhen opened lower on November 3, with the Shenzhen Component Index dropping as much as 1.64% and the ChiNext Index down 2.09% at one point. However, the Shanghai Composite Index turned positive during the morning session, while both the Shenzhen Component and ChiNext indices rebounded in the afternoon [1] - By the end of the trading day, the Shanghai Composite Index closed at 3976.52 points, up 0.55%, with a trading volume of approximately 941.7 billion yuan. The Shenzhen Component Index closed at 13404.06 points, up 0.19%, with a trading volume of about 1165.4 billion yuan. The ChiNext Index ended at 3196.87 points, up 0.29%, with a trading volume of around 540.4 billion yuan [1] Sector Performance - The sectors that performed well included dispersed dyes, Hainan, internet, media and entertainment, short drama games, combustible ice, Sora concept, steel, shipbuilding, TOPCon batteries, marine economy, and nuclear power, all showing significant increases [1] - Conversely, sectors such as composite copper foil, rare earth permanent magnets, and engineering machinery experienced notable declines, although their losses narrowed in the afternoon as the indices rebounded [1] Institutional Insights - According to institutional views, the market is expected to maintain an upward trend, with a focus on high-growth sectors such as semiconductors, consumer electronics, artificial intelligence, robotics, and low-altitude economy [2] - The return of the A-share market to the 4000-point level is attributed to fundamental changes in the economy, including low risk-free interest rates and significant shifts in top-level design and planning that have altered the market ecosystem [2] Policy Developments - The People's Bank of China and the Bank of Korea have renewed a bilateral currency swap agreement with a scale of 400 billion yuan / 70 trillion won, effective for five years, which aims to deepen financial cooperation and facilitate bilateral trade [4] - The Ministry of Industry and Information Technology and the Ministry of Water Resources have issued a plan to cultivate leading enterprises in water-saving equipment and specialized "little giant" companies by 2027, focusing on breakthroughs in water supply, usage, and recycling technologies [5]