2026.01. 09 本文字数：1471，阅读时长大约3分钟 作者 | 第一财经 周楠 A股的"开门红"行情再上一个台阶。1月9日，沪指盘中突破4100点，创十年新高，两市成交额时隔 近四个月突破3万亿元。 "市场在快速上行过程中，也显现出一些值得关注的现象。"华鑫证券首席策略分析师严凯文告诉第 一财经，目前两市日均成交额维持在2.5万亿元以上，换手率显著上升，表明市场交投情绪较为活 跃。 从9日当天情况看，多股换手率亮眼。其中，邵阳液压换手率达到58.67%，较前一交易日 （19.75%）大幅提升；雪人集团、华凌线缆当日换手率也均超过50%。 个股成交方面，资金青睐的依旧是科技股。9日，中际旭创、岩山科技的日成交额均超过200亿元， 新易盛、中国卫星、寒武纪-U当日成交额均超过百亿元。资金流向方面，当天，主力资金净流入的 前三大个股是利欧股份、金发科技和昆仑万维，分别达到17.47亿元、16.63亿元和13.69亿元；而 岩山科技、中国平安、中际旭创成为当日主力资金净流出最高的3股。 两市成交额上一次突破3万亿，还是在2025年9月18日，达到3.14万亿元。再之前，2024年10月8 日，沪深两市成交额 ...

越秀资本（000987.SZ）1月9日在投资者互动平台表示，公司控股子公司越秀产业基金所管理的基金投 资了中科宇航、航天飞鸿、微纳星空等一批航天行业优质项目。该投资不会对公司经营业绩产生重大影 响。 （文章来源：每日经济新闻） 每经AI快讯，有投资者在投资者互动平台提问：我司及下属子公司是否持股或参与商业航天领域？ ...

Group 1 - The core viewpoint of the article highlights the explosive growth of AI applications in the market, with significant gains in related stocks and a notable increase in trading volume, marking a historical milestone for the A-share market [1][2][3]. - The Shanghai Composite Index has broken through the 4100-point mark, with the market experiencing a 16-day consecutive rise, a phenomenon not seen in the last decade [2][4]. - AI applications are expected to enter a "golden year" in 2026, driven by three key turning points: technological maturity, supportive policies, and resonating market demand [4]. Group 2 - The commercial aerospace sector remains active, with the launch of China's first offshore reusable rocket production base, which is expected to have an annual production capacity of 25 rockets [5]. - The prices of strategic metals such as tungsten, cobalt, and rare earths have been rising due to limited supply and increasing demand from sectors like new energy and semiconductors [5]. - The market is characterized by structural trends, with a focus on managing the rotation of investment hotspots as the market faces potential short-term volatility [5]. Group 3 - The Chinese stock market has entered a new development era, characterized by a rise in technological content and increased market valuations for tech companies [8][9]. - There has been a significant structural change in asset allocation, with more funds being directed towards the stock market in pursuit of higher returns [10][11]. - The central bank has implemented unprecedented measures to support the stock market, indicating a comprehensive approach to macro-prudential management that includes the stock market [12][15]. Group 4 - Foreign investment institutions are increasingly optimistic about A-shares, with Standard Chartered Bank recommending an overweight position in Chinese stocks due to expected policy stimulus and strong earnings growth related to AI themes [17][18]. - Goldman Sachs predicts a net inflow of $200 billion from southbound funds in 2026, alongside a potential reallocation of domestic assets that could inject an additional 3 trillion RMB into the stock market [17]. - The MSCI China Index and the CSI 300 Index are forecasted to rise by 20% and 12% respectively in 2026, driven by earnings growth rather than valuation expansion [17].

Group 1 - The core point of the article highlights that the trading volume of Aerospace Nanhu reached 1.2 billion yuan, marking a new high since May 15, 2025 [2] - The latest stock price increased by 0.16%, with a turnover rate of 29.90% [2] - The trading volume on the previous trading day was 916 million yuan [2]

Group 1 - The core point of the article is that Qifeng New Materials has engaged in investments through its wholly-owned subsidiary, Shandong Liming Equity Investment Co., Ltd. [2] - The company has participated in the subscription of the Shanghai Jinpu Phase II Intelligent Technology Private Investment Fund and the Zhongyuan Qianhai Equity Investment Fund, indicating a strategic move into private equity investments [2] - Qifeng New Materials has invested 50 million RMB in the Zhongyuan Qianhai Equity Investment Fund, which indirectly involves investments in companies such as Moer Line, Muxi Integration, and Blue Arrow Aerospace [2]

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 ...

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 ...

光大期货金融期货日报 光大期货金融期货日报（2026 年 01 月 09 日） 一、研究观点 | 品种 | 点评 沪指全天窄幅震荡，走出 15 连阳，创业板指跌近 1%。个股涨多跌少，沪深 | 观点 | | --- | --- | --- | | | 京三市约 3700 股飘红，今日成交 2.82 万亿。截止收盘沪指跌 0.07%，深成 | | | | 指跌 0.51%，创业板指跌 0.82%。资金情绪继续高涨，据统计，宽基型 ETF12 | | | | 月净申购 1100 亿元，其中近 1020 亿元为 A500ETF。A500 指数长期与沪深 | | | | 300 走势高度相关，相关系数超过 0.98，细微差别在于 A500 指数成长标的 | | | | 稍多，例如电力设备、电子等板块。在 A500ETF 获得大幅申购的同时，我们 | | | 股指 | 关注到 Top5 会员单位 IF 净空头近期显著上涨，二者可能存在对冲关联。因 | 震荡 | | | 此，相关资金可能并不会因为跨年的结束而大幅净流出。短期来看，预计股 | | | | 指短期仍在 10 月以来构建的震荡中枢内震荡。以中证 1000 为例 ...

【导读】上午A股三大指数集体上涨，商业航天、人形机器人板块大涨，大金融领跌 大家好，今天是周五，基金君和你继续关注市场行情！ 1月9日上午，A股三大股指集体上涨，沪指时隔十年再度站上4100点，半日成交额超2万亿元。 截至午间收盘，沪指报4095.33点，涨0.3%，深证成指涨0.57%，创业板指涨0.1%。 沪深两市半日成交额达2.06万亿元，较上个交易日放量2963亿元。个股跌多涨少，全市场共2343只个股上涨，64只个股涨停，2928只个股下跌。 从板块看，航天军工、人形机器人、有色金属、文化传媒、贵金属等板块涨幅居前；化纤行业、光伏设备等板块下挫，大金融再度走低，银行保险等板块 跌幅居前。 来看具体情况—— 商业航天概念板块持续走强 上午，军工板块持续拉升，商业航天概念板块再度走强。 个股方面，观想科技（301213）涨超13%，上海瀚讯（300762）大涨超12%，航天电子（600879）、中国卫星（600118）、金风科技（002202）、航天智 装（300455）、星图测控、航宇微（300053）、航天宏图、雷电微力（301050）、航天彩虹（002389）、蓝盾光电（300862）等涨幅居前。 ...

Market Overview - The Hong Kong stock market opened higher but experienced a downward trend, with the Hang Seng Index up 0.03% at 26,158.21 points, the Hang Seng Tech Index down 0.06% at 5,674.78 points, and the National Enterprises Index up 0.04% at 9,042.8 points [1] - Major tech stocks showed mixed performance, with Alibaba up 2.81%, Tencent down 0.73%, JD.com up 2.95%, Xiaomi down 0.42%, NetEase down 1.64%, Meituan down 2.38%, Kuaishou up 2.85%, and Bilibili up 3.32% [1] - The commercial aerospace sector was strong, with Asia Pacific Satellite rising over 15%, while gold stocks saw gains, with Shandong Gold up over 6% [1] - Solar energy stocks weakened, with GCL-Poly Energy down over 8%, and real estate and aviation stocks showed collective weakness [1] - MiniMax, a large model enterprise, saw its stock rise over 78% on its first trading day, reaching 294 HKD [1] Company News - Fast Retailing (迅销) reported Q1 earnings for the period ending November 30, 2025, with revenue of 1,027.745 billion JPY, a year-on-year increase of 14.8%, and net profit of 147.445 billion JPY, up 11.7% year-on-year [2] - Bairong Cloud (百融云) repurchased 4.15 million shares for 51.783 million HKD at a price range of 12.41-12.51 HKD [3] - Xianjian Technology (先健科技) received formal registration approval from the National Medical Products Administration for its G-iliacTM Pro iliac artery stent system [4] - Tencent Holdings (腾讯控股) repurchased 1.036 million shares for 636 million HKD at a price range of 610.5-618.5 HKD [4] - Xiaomi Group (小米集团) repurchased 5 million shares for 191 million HKD at a price range of 38.04-38.16 HKD [5] - Giant Bio (巨子生物) repurchased 400,000 shares for 13.7106 million HKD at a price range of 34.12-34.44 HKD [6] - Vanke Enterprises (万科企业) announced the resignation of Yu Liang due to retirement [7] - Baolong Real Estate (宝龙地产) reported a total contract sales amount of approximately 7.272 billion CNY for 2025, a year-on-year decrease of 43.13% [8] - China General Nuclear Power (中广核电力) projected a total on-grid electricity of approximately 2,326.48 billion kWh for 2025, a year-on-year increase of 2.36% [9] - Jieli Trading Treasure (捷利交易宝) reported an increase of 7 institutional clients in December 2025, a year-on-year increase of 1, with registered users at approximately 886,700, up 6.2% year-on-year [9] - CWT International (CWT INT'L) signed a memorandum of cooperation with SF Express Singapore to jointly build a one-stop local and international logistics service [10] - Merui Health International (美瑞健康国际) plans to acquire 100% equity of Jiangsu Yide for 125 million CNY [11] - Dimi Life Holdings (迪米生活控股) entered into a strategic cooperation framework agreement with partners to enter the electronic vaporization industry [12] Institutional Insights - Everbright Securities indicated that domestic policy support combined with a weaker US dollar may lead to continued upward movement in the Hong Kong stock market, highlighting strong overall profitability and the relative scarcity of assets in internet, new consumption, and innovative pharmaceuticals [13] - Galaxy Securities expects active trading in the Hong Kong market to persist due to multiple positive factors, projecting an overall upward trend [13] - Dongwu Securities noted that the Hong Kong market is entering a period of upward fluctuation, emphasizing the importance of dividends as a base and the potential for technology growth in the first half of the year [13]