2026-01-18 15:27:52

From last Friday to this Friday, the market's average daily trading volume fluctuated between 3.12 trillion and 3.99 trillion, with only Friday experiencing a decrease to 2.94 trillion. The other five trading days remained stable above 3 trillion. This performance is much stronger compared to most of last year—last year, trading volumes mostly hovered between 1.5 trillion and 2.5 trillion, and now the 3 trillion level is already a significant increase.

In terms of market performance, the chip semiconductors, storage, AI power, and small metals sectors (antimony-tungsten, rare earths, etc.) led the gains, while commercial aerospace and AI applications faced pressure and retreated.

An interesting point is that the market's logic of selection is clearly visible. When commercial aerospace and AI applications adjusted, funds did not idle but quickly shifted to the chip semiconductors, storage, and AI power sectors. The reason behind this is straightforward—these sectors are all benefiting from policy or fundamental positive stimuli, and the market naturally follows the trend of the most vigorous sectors. The ability to maintain sector rotation under volume contraction indicates that both the participation of incremental funds and the theme's popularity are still ongoing.

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BearMarketNoodler

· 6h ago

The 30 trillion yuan trading volume doubled, and the funds just don't want to stay idle. This wave of sector rotation really has some substance. --- Chip semiconductors are hot, while commercial aerospace cools down—it's a typical harvest-cutting rhythm. Funds just love to mess around like this. --- Last year, it was only 1.5 to 2.5 trillion yuan, now it's directly over 3 trillion yuan. Where is this incremental capital coming from? I don't feel it. --- Once policy benefits arrive, the market starts to follow suit and hype. I've seen this routine many times; a correction is inevitable sooner or later. --- Even with reduced volume, sector rotation can be maintained. To put it simply, it's just stock capital shuffling back and forth—nothing new. --- How long can the current rally in AI, power, and rare earths sustain? It feels like it's already been overhyped. --- I'm relieved as long as the funds aren't moving in circles. It's better than everyone running away; at least some people are still playing. --- This round of 30 trillion yuan-level trading volume is stronger than last year, but can it continue? It's a bit uncertain.

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MevShadowranger

· 6h ago

Trading volume doubles, and funds are not flowing into meme coins. Smart money is all in chips and rare earths. This rotation is quite interesting.

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YieldWhisperer

· 6h ago

Trading volume doubled, this is the way it should be. Last year's sluggishness was really uncomfortable, but now it looks much better. --- Chips, storage, and electricity take turns, and funds have never been idle. This kind of rotation is true vitality. --- Speaking of commercial aerospace, why did it suddenly cool down? The past two months were extremely hot. --- When policy benefits come, funds follow. Everyone can see through this logic, the question is whether you can position yourself in advance. --- Can the sector rotation be maintained with reduced volume? It shows that everyone has a clear plan, and incremental funds are flowing in continuously. --- The surge in small metals is outrageous. Are things like antimony, tungsten, and rare earths really that valuable? --- From 1.5 trillion to 3 trillion, it looks like a doubling, but can this last? It feels a bit虚 (虚 means "虚" in Chinese, but in this context, it suggests "unsustainable" or "illusionary"). --- AI application adjustments are quite harsh. They say pigs on the windmill, and now it seems they can also fall off the windmill. --- I love watching this kind of sector rotation market. As long as you're quick to react, you can eat the gains.

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tx_or_didn't_happen

· 6h ago

Capital is smart; it crowds into wherever there is a hot spot. This round in chips is considered to have caught the right moment.

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NFTRegretter

· 6h ago

The trading volume has doubled, but how long can this wave of hype around chips and AI power last? Funds are being drained in one round after another.

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ChainDetective

· 6h ago

The 30 trillion trading volume has stabilized, and the fact that funds are not idle is pretty good, indicating that the underlying enthusiasm is still there.

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TokenDustCollector