Market Overview
On Monday (January 12), the A-share market showed structural divergence at the open. The Shanghai Composite Index opened 0.35% higher, the Shenzhen Component Index rose 0.47%, while the ChiNext Index edged down 0.13%. Market focus was intensely concentrated on two main themes: AI Applications and Precious Metals.
Key Sector Analysis
Precious Metals Sector Surges: Driven by escalating geopolitical risks and expectations of a weaker US dollar, spot gold broke above $4,600/oz for the first time in history, and spot silver surpassed $84/oz. This ignited related A-share stocks.
- Hunan Silver Co., Ltd.(002716.SZ) and Zhaojin Mining(01818.HK) were among the top gainers.
- The futures market showed strong联动效应, with the main silver contract surging over 12%. Tin, palladium, and platinum futures also posted significant gains.
AI Application Concept Remains Strong: The AI application end continued its momentum, with several stocks showing sharp gains at the open.
- Epoint Technology(301171.SZ) opened nearly 14% higher.
- People.cn Co., Ltd.(603000.SH) and Visual China Group(000681.SZ) hit the daily limit-up at the auction.
- Stocks like Daily Interactive(300766.SZ) and Parallel Computing followed suit, indicating sustained capital interest in AI implementation scenarios.
Other Active Sectors:
- Storage Chips: According to Taiwanese media, storage packaging and testing houses are seeing full order books with price hikes of up to 30%, signaling continued recovery in industry sentiment. Relevant A-share storage chip companies warrant attention.
- New Energy Materials: The lithium carbonate futures main contract hit the daily limit-up, reaching 156,060 yuan/ton, providing positive momentum for lithium mining and battery material sectors.
- Container Shipping: The Europe container shipping index main contract surged 10%, reflecting active shipping demand.
Market Insight and Outlook
The morning session clearly reflected two core driving forces: risk-off sentiment boosting precious metals and some resources, and industrial trends deepening in tech sectors like AI. The RMB central parity rate hit a new high in over 15 months, indicating a generally accommodative liquidity environment. Investors should pay attention to sector rotation节奏 and avoid chasing overextended rallies.
Key Stocks to Watch (Shenzhen/Shanghai A-Shares)
- Hunan Silver Co., Ltd.(002716.SZ)
- People.cn Co., Ltd.(603000.SH)
- Visual China Group(000681.SZ)
- Epoint Technology(301171.SZ)
- Daily Interactive(300766.SZ)
This article does not constitute any investment advice. The stock market involves risks, and investing requires caution!