截至14:00，科创50指数上涨0.9%，中证芯片产业指数上涨0.6%，二者共同成份股中，海光信息、拓荆 科技、芯原股份等涨超5%，佰维存储涨超4%。 消息面上，佰维存储1月13日公告，预计2025年度实现归属于母公司所有者的净利润8.5亿元至10亿元， 同比增加427.19%至520.22%；2025年四季度净利润预计为8.2亿元-9.7亿元，同比增长 1225.40%-1449.67%。 国信证券指出，受AI增量需求拉动，电子上游涨价品类不断增加，存储和高端PCB产业链仍呈现较严重 的供不应求。部分受益于海外AI算力高增长的标的临近1月份业绩预告催化；同时，端侧创新预期有望 强化春季躁动行情，关注自主可控（代工设备）、海外算力+存力链。 科创50指数由科创板中市值大、流动性好的50只股票组成，数字芯片设计与集成电路制造合计占比超 50%，硬科技龙头特征显著；中证芯片产业指数则由50只业务涉及芯片设计、制造、封装与测试以及半 导体材料、半导体生产设备等领域的股票组成，产业覆盖较为全面，其中数字芯片设计行业占比约 50%，半导体设备行业占比近20%。 （文章来源：每日经济新闻） ...

Core Viewpoint - The A-share market experienced a significant rally, with the Shanghai Composite Index breaking through 4100 points, marking a 16-day consecutive rise, and total trading volume exceeding 3.1 trillion yuan, a notable increase from the previous trading day [1]. Market Performance - Major A-share indices all closed with "full-body bullish candles" this week: - Shanghai Shenzhen 300 Index rose by 2.8% - CSI A500 Index increased by 4.2% - ChiNext Index gained 3.9% - Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index surged by 9.8% [1][3] - In contrast, the Hong Kong market showed mixed performance, with the Hang Seng China Enterprises Index declining by 1.3% [1]. Sector Performance - Leading sectors in the A-share market included brain-computer interfaces, commercial aerospace, storage chips, and semiconductors, which saw significant gains [1]. - Conversely, sectors such as Hainan, banking, and airport shipping experienced adjustments [1]. Index Details - The Shanghai Shenzhen 300 Index consists of 300 large-cap stocks with good liquidity, covering 11 first-level industries [4]. - The CSI A500 Index includes 500 securities from various industries, covering 89 out of 93 third-level industries [4]. - The ChiNext Index is composed of 100 large-cap stocks from the ChiNext board, with a high proportion in strategic emerging industries [4]. - The Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index features 50 stocks with significant liquidity, prominently in "hard technology" sectors like semiconductors [4]. - The Hang Seng China Enterprises Index includes 50 large-cap stocks from mainland China listed in Hong Kong, covering a wide range of industries [4]. Valuation Metrics - As of January 9, 2026, the rolling price-to-earnings (P/E) ratios for major indices are as follows: - Shanghai Shenzhen 300 Index: 14.3 times - CSI A500 Index: 17.3 times - ChiNext Index: 42.2 times - Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index: 173.1 times - Hang Seng China Enterprises Index: 10.5 times [3][5].