上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 1月9日，市场震荡拉升，沪指高开高走突破4100点，深成指涨超1%。截至收盘，沪指涨0.92%，深 成指涨1.15%，创业板指涨0.77%。 板块来看，AI应用、商业航天、可控核聚变等概念领涨。下跌方面，脑机接口概念下挫。 全市场超3900只个股上涨，连续2日超百股涨停。沪深两市成交额3.12万亿元，较上一个交易日放量 3224亿，历史第五次突破3万亿。 2026年，A股不仅在第一天收获"开门红"，连 第一周整体也是红彤彤的 。 数据显示，沪指本周累涨3.82%，完成了 从3983点到4121点 的跨越。 量价齐升的情况也很显著。本周前四天，全市场成交额连续超过2.5万亿元，周五则直接飙升至 3.15万亿 元 ， 时隔73个交易日后再度站上3万亿大关。 年前的你，可曾预想到这般走势？ 反过来讲，未来某天， 当分歧无法 完成 日内消化 ，一根阴线将应运而生，届时或许就需要调整应对策 略了。 早间，利好传来 行情软件显示，早间9:43开始，富时A50期指曾有一波急速拉升，A股随之由震荡转为持续1小时的单边 上行，沪指则趁势 ...

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编辑：何颖曦 中国经济周刊-经济网讯 截至收盘，上证综指报3965.12点，涨幅0.00%，成交额8875.33亿元；深证 成指报13604.07点，涨幅0.49%，成交额12547.92亿元；创业板指报3242.91点，涨幅0.63%，成交额 5594.95亿元。 盘面上，人形机器人概念走强，步科股份20%涨停，华菱线缆、北特科技等涨停；短剧游戏概念活 跃，百纳千成20%涨停。此外，电机、能源金属、石油、汽车零部件、消费电子、文化传媒、半导体、 工业母机、减速器概念等板块涨幅居前；商业百货、光伏、风电、航空机场、保险、房地产服务、海南 自贸概念等板块跌幅居前。商业概念概念回调，神剑股份跌停。 ...

短剧游戏等AI应用方向高开，湖北广电涨停，蓝色光标涨超5%，掌阅科技、昆仑万维、易点天下、百 纳千成跟涨。 ...

Core Insights - The A-share and Hong Kong stock markets exhibited a mixed but generally strong performance, with A-shares seeing all major indices slightly rise and over 3,500 stocks gaining, indicating active market participation [1][3] - Key sectors driving the market include media, coal, and oil & petrochemicals, with AI applications and short drama games contributing to market sentiment recovery, while non-ferrous metals, home appliances, and lithium battery chains faced notable adjustments [1][4] - The Hong Kong market showed stronger performance, with major indices rising, driven by energy, finance, and consumer sectors, alongside continued inflow of southbound funds and increased foreign investment interest [1][5] Market Overview - A-shares saw a collective rebound with the Shanghai Composite Index rising 0.55% to 3976.52 points, while the Shenzhen Component and ChiNext Index saw minor increases of 0.19% and 0.29% respectively, with a trading volume of 2.11 trillion yuan [3] - The Hong Kong market's Hang Seng Index increased by 0.97% to 26158.36 points, with the Hang Seng China Enterprises Index also showing nearly a 1% rise, reflecting strong performance in energy and finance sectors [3][5] - The market is characterized by a rotation from high-priced themes to undervalued value stocks, while structural opportunities within the tech growth sector remain attractive [3][4] Sector Analysis - A-share sectors displayed significant divergence, with energy and AI applications as dual main lines; the coal sector saw a 10.29% increase in coking coal prices over 60 days, indicating the beginning of a new upward cycle [4] - The oil and petrochemical sectors strengthened due to OPEC+ announcing a production halt in Q1 2026, leading to tighter global energy supply expectations [4] - The media sector benefited from active AI applications, with multiple stocks hitting the daily limit up, enhancing market sentiment [4] Investment Recommendations - The current market phase is critical for "policy implementation" and "fund rebalancing," with a focus on industry trends and policy benefits to capture structural opportunities [6][7] - In the tech growth sector, emphasis should be placed on "hard tech breakthroughs + soft ecosystem implementation," particularly in AI applications and innovative pharmaceuticals [6] - The cyclical and resource sectors should leverage "global easing expectations + policy-driven recovery," with specific attention to gold and copper in the non-ferrous metals sector, and coal and oil sectors benefiting from energy security strategies [6][7]

Core Viewpoint - The A-share market is experiencing a phase of "index differentiation and structural adjustment," while the Hong Kong market remains relatively stable, supported by the energy sector, reflecting differing risk and opportunity assessments by domestic and foreign investors [1] Market Overview - A-shares are undergoing narrow consolidation with significant structural characteristics, as the Shanghai Composite Index rose by 0.05%, while the Shenzhen Component and ChiNext Index fell by 1.06% and 1.37%, respectively [2] - The Hong Kong market is showing more stability, with the Hang Seng Index up by 0.58%, supported by energy and financial stocks, while the Hang Seng Technology Index slightly declined by 0.24% [2] Sector Analysis - A-share sectors are showing a clear divide, with value defensive stocks leading gains, such as the coal sector rising by 2.26% due to a 10.29% increase in coking coal prices over the past 60 days [3] - The energy sector in the Hong Kong market is also performing well, with the energy index up by 2.70%, driven by high international energy prices and domestic winter stocking expectations [4] Market Drivers - The policy environment is currently in a "window period after favorable policies are realized," lacking short-term catalysts, with expectations for new policies to be implemented soon [5] - After the third quarter reports, institutional reallocation is evident, with the electronic sector's allocation exceeding 25%, the highest since 2010, leading to profit-taking pressures [6] Investment Recommendations - The market is in a "style switching and structural opportunity-seeking" phase, focusing on low-valuation and policy-driven opportunities while managing risks in growth sectors [7] - The cyclical and resource sectors should be approached with a dual logic of "price support and profit recovery," particularly in gold and copper, which are expected to see price increases due to long-term global easing trends [8] Overall Outlook - The A-share market is expected to maintain a volatile adjustment in the short term, while the Hong Kong market is supported by low valuations and energy stocks [9]

Core Viewpoint - The A-share market is experiencing mixed performance with over 2,600 stocks in the green, but is expected to face a new round of consolidation due to high market positions and a lack of favorable news [1][7]. Market Performance - As of the midday close, the Shanghai Composite Index rose by 0.05%, while the Shenzhen Component and ChiNext Index fell by 1.06% and 1.37% respectively [1]. - The trading volume for the day reached 1.4 trillion yuan, a decrease of 175.52 billion yuan compared to the previous trading day [1]. Sector Highlights Hainan Free Trade Zone - The Hainan free trade concept is gaining traction, with stocks like Luoniushan hitting the daily limit. Other stocks such as Hainan Development and Intercontinental Oil & Gas also saw gains [3]. - The alignment of the China-ASEAN Free Trade Area 3.0 with Hainan's development is highlighted as a positive factor [3]. Short Drama Game Concept - The short drama game sector is active, with stocks like Huanrui Century and Yue Media achieving consecutive gains [4]. - The release of collaboration guidelines by Douyin Group for short drama copyrights is expected to sustain activity in this sector [4]. Coal Sector - The coal sector is showing strength, with stocks like Antai Group hitting the daily limit. Other companies such as Jinkong Coal and Huai Bei Mining also saw increases [5]. - Recent data indicates that the price of coking coal has risen by 10.29% over the last 60 days, reaching 1,581.25 yuan per ton [5]. Institutional Insights Citic Securities - Citic Securities believes that structural opportunities remain in the market, focusing on manufacturing upgrades, Chinese enterprises going abroad, and edge AI [2][6]. - The current index level is seen as more favorable compared to 2015, with lower valuation levels [6]. Citic Jiantou - Citic Jiantou warns of emotional pullback pressure and a lack of favorable news, suggesting a new round of consolidation in November [8]. - Recommended sectors include coal, oil and petrochemicals, new energy, non-bank financials, public utilities, media, food and beverage, and transportation [8]. Everbright Securities - Everbright Securities notes that November may present multiple positive factors, potentially leading to market breakthroughs [9]. - The focus should be on a diversified approach during the index's fluctuation phase, with particular attention to AI applications in media and computing [9].

Market Overview - On November 3, the A-share market experienced fluctuations, with the ChiNext Index dropping over 1% at one point [1] - The Shanghai Composite Index closed at 3947.94, down 6.85 points or 0.17%, while the Shenzhen Component Index fell by 103.67 points or 0.77% [2] - The total trading volume reached 686 billion CNY, with a predicted turnover of 2.21 trillion CNY, a decrease of 139.6 billion CNY from the previous day [2] Sector Performance - Active sectors included nuclear power, coal, and software, with AI applications showing strong gains [5] - The nuclear fusion sector saw significant early gains, with stocks like Changfu Co. rising over 10% [9] - The short drama gaming concept stocks surged, with companies such as 37 Interactive Entertainment and Oriental Pearl hitting their daily limit [11] Notable Stocks - Changfu Co. reported a price increase of 11.81%, with a trading volume of 514 million shares [10] - The stock of Lanstone Heavy Industry reached a price of 9.58 CNY, up 9.99%, with a trading volume of 34.23 million shares [10] - The short drama gaming stock reached a peak of 22.85 CNY, with a trading volume of 50.66 million shares [12] Industry Developments - On November 1, the Chinese Academy of Sciences confirmed the successful operation of a 2 MW liquid fuel thorium-based molten salt experimental reactor, marking a significant advancement in thorium fuel technology [10]

Market Overview - On November 3, the A-share market experienced fluctuations, with the ChiNext index dropping over 1% at one point [2] - The total trading volume reached 686 billion CNY, with a predicted total of 2.21 trillion CNY, a decrease of 139.6 billion CNY from the previous day [3] Sector Performance - Active sectors included nuclear power, coal, and software, while precious metals, semiconductors, and chemicals showed signs of adjustment [5] - The short drama game concept stocks surged, with companies like Sanqi Interactive Entertainment and Dongfang Mingzhu hitting the daily limit [16][20] Notable Stocks - Sanqi Interactive Entertainment saw a price increase of 10.01%, reaching 22.85 CNY, with a trading volume of 50.66 million shares [20] - Other companies in the short drama game sector, such as Dongfang Mingzhu and Huayi Brothers, also experienced significant gains, with increases around 10% [16][20] - In the nuclear fusion sector, Changfu Co. rose over 10%, while companies like Lanshi Heavy Industry and Zhejiang Fu Holdings reached their daily limit [8][14] Key Developments - On November 1, the Chinese Academy of Sciences confirmed the successful operation of a 2 MW liquid fuel thorium-based molten salt experimental reactor, marking a significant advancement in thorium fuel technology [14]

Market Overview - On November 3, the A-share market experienced fluctuations, with the ChiNext Index dropping over 1% at one point [1] - The Shanghai Composite Index closed at 3947.94, down 6.85 points or 0.17%, while the Shenzhen Component Index fell by 103.67 points or 0.77% [2] Sector Performance - The nuclear power, coal, and software sectors showed strong performance, while precious metals, semiconductors, and chemicals experienced adjustments [4] - The short drama game concept stocks surged, with companies like Sanqi Interactive Entertainment and Dongfang Mingzhu hitting the daily limit [12] Notable Stocks - Sanqi Interactive Entertainment rose by 10.01% to 22.85, with a total market value increase of 53.57% year-to-date [13] - Changfu Co. saw a significant increase of over 10%, while other stocks in the nuclear fusion sector also performed well [8][9] News Impact - The Chinese Academy of Sciences confirmed the successful operation of a 2 MW liquid fuel thorium-based molten salt experimental reactor, marking a significant advancement in thorium fuel technology [10] - Douyin Group's short drama copyright center released guidelines for business cooperation, indicating a strategic move to enhance content offerings on its platform [14]