1月14日，三大股指开盘后继续延续近期以来的涨势，盘中沪指一度创下近十年新高的4190.87，不过， 随着午后三大交易所同步发布通知上调融资保证金最低比例，三大指数冲高回落。截至收盘，沪指报 4126.09点，跌0.31%；深证成指报14248.60点，涨0.56%；创指报3349.14点，涨0.82%。数据显示，截至 1月13日，A股两融余额已达到2.67万亿元，创下历史新高，1月14日三市成交额也达到3.99万亿，再次 创下历史新高。 关于持股过节还是持币过节的问题，杨德龙认为，若持有的是优质股票或优质基金，持股过节并无不 妥。即便节假日期间外围市场出现波动，也仅影响短期走势，中长期来看优质股票和基金仍具备上行趋 势。但若节前市场涨幅过大，尤其是一些缺乏业绩支撑的个股涨幅较高，则建议及时获利了结，持币过 节更为稳妥。具体需根据个人持仓结构作出判断。 采写：南都湾财社记者 赵元 消息面上，三大交易所同步发布通知上调融资保证金最低比例显著影响了大盘走势。1月14日，沪深北 交易所发布通知调整融资保证金比例，将投资者融资买入证券时的融资保证金最低比例从80%提高至 100%。通知显示，2023年8月，沪深北交易 ...

盘面上看，互联网电商、小红书概念、拼多多概念、快手概念等板块涨幅均在5%以上，领跑全局。能 源金属、保险、银行跌幅分别为2.34%、2%、1.45%，跌幅靠前。 湘股方面，不到半数的湘股股价上涨，长缆科技、和顺石油涨幅超10%，湖南白银涨幅9.98%、华瓷股 份涨幅7.92%、华锐精密涨幅6.41%跟随其后。商业航天板块个股表现仍较低迷，邵阳液压跌幅9.64%、 华菱线缆跌幅5.58%、航天环宇跌幅4.17%、飞沃科技跌幅2.12%。医疗服务、生物制品、医药商业、化 学制药等板块也并不活跃，尔康制药跌幅3.19%、华纳药厂跌幅3.19%、可孚医疗跌幅1.65%。 来源丨湖南日报·新湖南客户端（记者：于淼） 本文转自【湖南日报】； 今日（1月14日），A股三大指数开盘涨跌不一，震荡上行后有所回落。截至收盘，上证指数跌0.31%， 深证成指涨0.56%，创业板指涨0.82%。全市成交额3.99万亿，超过昨日的3.66万亿元，再创历史新高， 超2700只个股上涨。 成交量是感受市场活力的晴雨表。成交量大幅增加，意味着市场参与者交易热情高涨。行业人士分析， 创历史新高的成交量说明股市迎来真金白银的强力支持。创纪录的成 ...

Market Overview - The A-share market experienced a decline, with over 4,100 stocks falling, and the lithium battery industry chain leading the downturn [1] - The Shanghai Composite Index closed down 0.81% at 3,939.81 points, while the Shenzhen Component and ChiNext Index fell by 0.92% and 1.16%, respectively [1] - Total trading volume for the day was 1.95 trillion yuan, slightly up from 1.93 trillion yuan the previous day [1] Lithium Battery Sector - The lithium battery industry chain saw significant declines, with companies like Huasheng Lithium, Zhongyi Technology, Tianli Lithium Energy, and Yishitong dropping over 10% [1] - Coal stocks continued to weaken, with Antai Group and Yunmei Energy hitting the daily limit down [1] - Chemical stocks also fell, with companies like Fulim Precision and Qingshuiyuan dropping over 10% [1] AI Applications and E-commerce - AI application stocks remained strong, with companies like Rongji Software and Fushi Holdings hitting the daily limit up [2] - The e-commerce sector, particularly Pinduoduo and Xiaohongshu concepts, showed robust performance, with stocks like Xuanya International and Guangyun Technology also reaching the daily limit up [2] - The National Medical Products Administration encouraged the launch of new cosmetic products in China, which is expected to boost the beauty and personal care industry [2] Future Market Outlook - Zhongyin Securities predicts that the market may continue to oscillate around the 4,000-point mark in the short term, with limited directional breakthroughs [3] - The volatility of risk assets may increase as investment pressures become more apparent in the fourth quarter [3] - The focus is on sectors with significant supply-demand imbalances, particularly in AI storage and power sectors, including storage chips and gas turbines [3] Investment Themes - Huaxi Securities emphasizes that the A-share market is currently characterized by stock selection and thematic investments, particularly in areas related to the 14th Five-Year Plan, such as energy storage and new materials [4] - The market environment is favorable for small and medium-sized stocks and thematic investments, especially those benefiting from the "anti-involution" trend [4]