A-share market closing review | Three major indexes collectively rose, computing power remains hot! Leading stocks hit new highs in batches

Today, the overall market traded in a narrow range with all three major indexes closing higher, led by gains in the ChiNext Index. Funds focused on the AI sector, with performances rotating among computing power, AI applications, liquid cooling, and other related branches. The market saw a total turnover of 2.1 trillion yuan for the day, with more than a trillion yuan increase in volume compared to the previous trading day, and overall stocks in both markets mostly declining. In terms of specific stocks, hardware stocks related to computing power like optical modules, optical chips, and optical circuit switches all saw gains, with companies like Suzhou TFC Optical Communication, T&S Communications, Advanced Fiber Resources, and EverProX Technologies hitting new highs collectively. In recent news, the State-owned Assets Supervision and Administration Commission of the State Council held a meeting to deepen the deployment of the "AI+" special action for central enterprises. The meeting emphasized the need to strengthen investment attraction, actively expand effective investment in computing power, promote the coordinated development of "computing power + electricity," enhance the capacity for data governance along the entire chain, and continuously strengthen the foundation of the artificial intelligence industry. In the afternoon, AI application stocks rebounded, with the leading company Leo Group Co., Ltd. hitting the limit up, along with Capitalonline Data Service and others. In other news, MiniMax officially launched its latest flagship programming model, MiniMax M2.5. DouBao announced that DouBao's video generation model, Seedance 2.0, was officially integrated into DouBao App, the computer end, and the web version. In other hot sectors, stocks related to minor metals remained active, with companies like Chongyi Zhangyuan Tungsten hitting the limit up, and Guangdong Xianglu Tungsten, Pengxin International Mining, and Shenghe Resources Holding seeing significant increases. However, sectors like trade and retail, and food and beverage, experienced declines, with companies like HaiXin Foods hitting the limit down. Overall, bank stocks performed poorly, with companies like Bank Of Chongqing and Xiamen Bank Co., Ltd. leading the declines. In the spotlight, Juli Sling Co., Ltd., a popular stock in the commercial aerospace sector, hit the daily limit down. In news related to the company, Juli Sling Co., Ltd. announced that it had not signed a 458 million yuan project in Hainan, and that the company had accumulated orders worth 9.9651 million yuan in the commercial aerospace field by 2025. Looking ahead, Caixin Securities believes that as the Spring Festival approaches, market trading activity may decline, leading to lower trading volume and rapid rotation in market styles. While the willingness of incremental funds to enter the market before the holiday may not see a significant increase in the short term, there are still many structural opportunities in the market, particularly with favorable events in certain thematic sectors. In terms of individual stocks, there were 2108 gainers and 3280 decliners in the two markets, with 96 stocks hitting the daily limit up. In the end, the Shanghai Composite Index rose by 0.05% to 4134.02 points, with a turnover of 898 billion yuan; the Shenzhen Component Index rose by 0.86% to 14283.00 points, with a turnover of 124 billion yuan. The ChiNext Index rose by 1.32% to 3328.06 points. In terms of fund flows, key funds focused on the acquisition of power grid equipment, semiconductors, and general equipment, with top inflows to individual stocks including Shenzhen Envicool Technology, Leo Group Co., Ltd., and TBEA Co., Ltd. Key Events Recap: 1. CPCA: In January, the exports of new energy passenger cars increased by 103.6% year-on-year, accounting for 49.6% of passenger car exports. 2. "Guidelines for Price Compliance in the Automobile Industry" were issued to regulate issues such as false promotions in the industry. 3. National Energy Administration's Liu Deshun: Accelerate the empowerment of traditional industries with artificial intelligence, and forecast the layout of future industries such as hydrogen energy and nuclear fusion energy. 4. By 2025, the added installed capacity of wind power generation for CECEP Solar Energy in China will exceed 430 million kilowatts, setting a new historical high. Market Outlook Analysis: 1. Caixin Securities: With favorable events in certain thematic sectors, there are still many structural opportunities in the market. 2. Dongguan Securities: Market trading is expected to quiet down as the Lunar New Year approaches, possibly entering a phase of consolidation with reduced trading volume. 3. CITIC SEC: Commodities are expected to remain an optimal investment direction in 2026. This article is republished from "Tencent Self-selected Stocks", compiled by Liu Jiayin, GMTEight editor.