2026-01-19 05:35:36

Today, the stock market once again staged a rally followed by a pullback. The Shanghai Composite Index rose slightly by 0.13%, but the Shenzhen Component Index and the ChiNext Index both turned green, with the ChiNext Index dropping by 0.64%. Overall, nearly 3,400 stocks are up, with half a day's trading volume of 1.79 trillion yuan, slightly shrinking compared to the previous trading day. Domestic institutional funds net sold 26.09 billion yuan.

In terms of market hotspots, the power grid equipment sector led the surge—Senyuan Electric, Guangdian Electric, and China Western Electric all hit the daily limit-up. The precious metals sector was also active, with Sichuan Gold rising over 9%. Commercial aerospace fluctuated back and forth, with Chaojie Shares and Jiuding New Materials hitting the daily limit-up or rising over 10%. Consumer stocks were also lively, with Dalian Sun Asia, Jiuhua Tourism, and Xinhua Department Store all hitting the daily limit-up. Additionally, sectors like storage chips, humanoid robots (Ouke Yi, Fenglong Shares, etc.), and chemical pesticides showed strong performance, while oil & gas, automotive, and photovoltaic sectors also had their highlights.

However, there were also many declines. The AI application sector saw another adjustment, with significant drops in education, AI e-commerce, and AI healthcare fields. Stocks like Gravity Media, People’s Daily Online, and Xinhua Net hit the daily limit-down. The financial sector couldn't hold up either, with insurance, banking, and securities firms all drifting lower; Xinhua Insurance and Ningbo Bank fell over 2%. Hardware stocks like optical modules and computing hardware (Cambridge Technology) were weak, with Cambridge Technology hitting the limit-down. High-value stocks continued to weaken, with Higer Communications hitting the limit-down for three consecutive days, and Aerospace Power, Sanjiang Shopping, and Visual China also hitting the limit-down.

Key news points include: Elon Musk officially announced the launch of the world's first Giga-scale supercomputer, Colossus 2, which consumes power comparable to the peak electricity usage of San Francisco—highlighting the significant energy and hardware demands behind it. The aerospace sector experienced mixed news. Recently, Chinese research teams solved the global challenge of chip cooling. The "14th Five-Year Plan" recommendations from Shanghai emphasized agile deployment in fields like quantum technology, brain-computer interfaces, controlled nuclear fusion, biological manufacturing, and sixth-generation mobile communication. Another notable data point is that China's GDP is projected to grow by 5% in 2025, crossing the 140 trillion yuan mark.

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StableGeniusDegen

· 11h ago

Power grid equipment takes off, AI gets beaten again, this rhythm is really incredible haha Has the cooling problem of aerospace chips been solved? This is a critical moment Elon Musk's Colossus 2... with such a strong energy demand, how much money needs to be invested The Shenzhen Composite Index has turned green again, finance is still falling, the main players are really offloading The 140 trillion breakthrough has been achieved, but the market doesn't seem to buy it呃 Gigawatt-level supercomputers are coming, related hardware concepts should be hot again AI medical education stocks hit the limit down, the sentiment is changing too quickly Quantum brain-machine interfaces are being laid out, long-term optimistic but no significant movement in the short term Net capital outflows exceeded 26 billion, is this a correction or an escape? Consumer stocks hit the limit up, at least there's some heat, not all cold water

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PermabullPete

· 11h ago

The grid equipment is hitting crazy daily limits, is this a sign of an energy revolution? The launch of Colossus 2, this energy-consuming monster, will definitely lead to a surge in energy demand. Looking forward to this wave. AI is adjusting again, really need to take a cool look... This round of suppression is quite intense. It's also quite unreasonable that the financial sector can't hold up; what's going on with the banks? Even Ningbo Bank has dropped so much. However, a 5% GDP growth rate with a total of 140 trillion yuan... this data is a bit impressive. In the long run, there should still be hope. Space industry shows uneven hot and cold spots; the chip cooling issue is resolved. Are quantum and brain-computer interfaces the new directions to watch? The consumer sector is doing well this round; tourism and hotels are hitting the daily limit up, indicating that there is still money out there.

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DuskSurfer

· 11h ago

AI has been hit again, but the power grid equipment took off... The rotation is too fast to keep up Funds are betting on Musk's supercomputing demand; hardware in the energy sector is indeed not to be underestimated AI healthcare hit the limit down again; amusingly, chip cooling has actually broken the deadlock GDP crossing 140 trillion yuan still can't move up; the Shenzhen Composite index turning green is a bit awkward Why didn't I jump on the power grid surge when it hit the daily limit? Next time, I must chase the hot spots Net selling exceeded 26 billion yuan; the main forces are switching tracks Can planning stocks like quantum and brain-computer interfaces rally? The question is, who knows when they will be implemented The market is so shaky; the power grid remains solid, directly hitting the limit without hesitation Another round of adjustment for AI; it seems the trend hasn't stabilized yet Semiconductor hardware took a hit again; the computing power chips might still need to wait a bit longer

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AirdropLicker

· 11h ago

AI has been hit again, but the power grid equipment and precious metals are soaring. The switch this time is too fierce. Once Musk's Colossus 2 goes online, energy consumption will directly skyrocket. This means energy stocks are about to benefit. GDP surpassing 140 trillion, optimistic about the rhythm of subsequent hard technology development. Why is the financial sector still falling? Banks are struggling to hold on this time. Has the heat dissipation problem been solved? Why are chip stocks still hitting the limit down? Is the market reaction so slow? Consumer stocks are active again. Can the tourism sector sustain this momentum, or will it plunge again? Will quantum computing and brain-machine interfaces become new growth points by 2025? Net capital outflows exceed 26 billion. Are the main funds retreating or reallocating?

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WalletManager

· 11h ago

The old tactic of sharp rises followed by falls is outdated. The net sell of 26.09 billion indicates that the main players are clearing out their positions. Only on-chain data can reveal the true intentions. The AI sector has been continuously adjusting, and the risk level of the holdings has clearly increased. It's time to review and reorganize asset allocation. Is the power grid equipment on the rise? This is likely due to energy demand expectations. The power consumption data of Colossus 2 is worth paying attention to. Holding this long-term is valuable. Breakthroughs in hard technologies like quantum technology and chip cooling are the real investment logic. Don't be fooled by short-term limit-ups. With the crossing of 140 trillion GDP, inflation expectations are rising. Assets in the multi-signature wallet need to be reallocated accordingly. The wave of limit-downs presents a good opportunity to adjust positions. Strengthen contract audits to avoid being caught by sudden failures.

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RiddleMaster

· 11h ago

The power grid concept has directly taken off this wave, energy demand is indeed rising, and the imagination behind Elon Musk's supercomputing project is really large. Is the AI sector adjusting again? This pace is a bit fast, haven't caught my breath yet. Main funds net sold over 26 billion yuan, is this a liquidation? Feels a bit fierce. Has the heat dissipation problem of quantum chips been solved? If so, the future imagination space could be enormous. GDP has exceeded 140 trillion yuan, but why does the market feel so scattered in terms of hotspots? Finance is down again, with banking and insurance continuing to weaken. Is there any hidden risk? Consumer stocks hit the limit up, which is okay; tourism and hotels are finally showing some signs of recovery. High-flying stocks continuously hitting the limit down is a bit scary; Hige Communication hit the limit down for three days. How big is the problem? The aerospace sector is a rollercoaster, speaking too vaguely—are the signals positive or negative?

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