1月9日，和讯投顾汪基纲表示，上证指数已走出15连阳，不过盘中震荡有所加剧，短期需留意5日线的支撑情况。当前市场成交量保持在高位，个股表现良好，超3700家上涨，但热点轮动特征较为突出。市场有两条清晰主线值得关注，一是商业航天，其主题指数近期涨幅明显，国内首个海上火箭回收基地开工等事件不断催化，行业在政策与技术的双重驱动下，正加速进入产业化阶段；二是AI驱动下的数据中心建设，算力需求的大幅增长带动了产业链订单的增加，国内大厂资本开支维持高位，可聚焦能源制冷等关键瓶颈环节的机遇。此外，光伏行业因多晶硅期货跌停及相关政策约谈受到市场关注，这表明行业正处于治理低价无序竞争、反内卷的过程中，短期价格面临压力，其基本面修复情况需观察后续供给侧改革的实质进展。整体来看，在指数连续上行后，操作上不宜追高，可把握主线间的轮动节奏，采取滚动操作方式，并保持适度均衡的仓位，以应对市场波动。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.