2026-01-09 09:24:39

Today, the trading volume in the A-share market has significantly expanded. Among the 21 stocks with billion-level trading volumes, Zhongji Xuchuang leads with 22.2 billion, followed by Yanshan Technology with 21.9 billion, and Blue Focus with 18.4 billion, ranking third. The overall market turnover has increased from 320 billion to 3.15 trillion, appearing lively and bustling, but a closer look at the performance of core stocks reveals an interesting story—trading volume has not increased significantly. What does this imply? Funds are shifting.

The profit-making effect of core stocks is noticeably weaker than that of the broader market. Among the top ten traded stocks, 6 are up and 4 are down, and the overall A-share market has a 3:1 ratio of gainers to losers, which is a stark contrast. In other words, funds are flowing out of high-priced, widely watched stocks and moving toward marginal stocks. This high-low rotation phenomenon is particularly evident—AI application sectors led the gains today, with a wave of limit-up surges, while previously hot sectors like optical modules and brain-computer interfaces performed flat or even declined.

Looking at the top ten stocks by trading volume makes this very clear. Although Zhongji Xuchuang has the largest trading volume, it fell by 2.06%. As a leader in optical modules and part of AI hardware, it is experiencing a high-level correction. Similarly, Xin Yisheng (-2.95%) and Xinwei Communications (-1.38%) also declined, both having risen previously. In contrast, Blue Focus surged by 14.08%, achieving 11 consecutive days of gains, directly becoming a representative leader in AI applications. Aerospace Electronics, Goldwind Technology, China Satellite, and Aerospace Development—all are either limit-up or up, with Aerospace Electronics and Goldwind Technology hitting the limit-up, and Goldwind Technology even hitting the limit-up four times in a row. Leading robotics company Sanhua Zhikong also rose by 5.09%.

This is the current market logic: although high-priced stocks are pulling back, truly core sectors like commercial aerospace remain strong and have not collapsed. Instead, a pattern of broad gains across high and low stocks has formed. Funds are restructuring, pulling out of stocks that have already risen significantly to support those at lower levels or overlooked opportunities. At this point, the most cost-effective stocks are actually those at lower levels that have been suppressed.

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LightningClicker

· 13h ago

Oh my, another day of capital shifting. The leading companies in optical modules were directly hammered down, truly incredible. The turnover is fierce, and the low-priced stocks are starting to turn around. This is the thrill of switching phases. Blue Light Corporation surged 14 points in one go, setting a new consecutive positive day. That's quite aggressive, brother. The commercial aerospace sector still holds strong, with continuous limit-up machines. This is the real heavy hitter. However, I still think that a rebound from high levels is very normal. The key is to see who can truly stabilize later on. Is the highest cost-performance really at the low end, or is this just the strategy of the big players? Capital games are always about betting on the next hot spot. Have you bottom-fished yet?

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BearMarketNoodler

· 01-09 23:06

It's the same old story of fund switching. The high-flying stocks like optical modules have really taken a hit, and they should have corrected earlier.

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SchroedingerAirdrop

· 01-09 09:53

Funds are playing the high-low cut, and this space exploration concept is really hard to hold back. It has even hit the daily limit. I need to quickly dig out those low-priced stocks that have been suppressed, or else I'll have to watch others eat the gains with my own eyes.

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GasFeeCrier

· 01-09 09:49

Oh no, it's that same fund switching routine again, buying the dip at low levels... Look at Blue Cursor's recent moves, really brilliant. They are draining funds from high-flying stocks and pouring into marginal stocks. The most cost-effective ones are actually the undervalued ones. I get this logic. Trading volume has increased but the core stocks haven't shown much performance? Basically, it's just a new twist on the old trick of cutting the leeks. It's quite interesting. The previous hot topics like optical modules have now flattened or even fallen, while commercial aerospace stocks hit the daily limit and even the limit-up streak. Who would have thought... Funds are playing the high-low cut strategy. What does that mean? It's time to buy the dip, brothers. The opportunity for low-priced stocks has arrived.

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CexIsBad

· 01-09 09:47

Damn, the optical modules are directly correcting downward, this is a signal that funds are cutting the leeks... --- It's another high-low cut, okay I get it, time to buy the dip in commercial aerospace. --- Blue Cursor 11 consecutive days of gains? How far is this rally from the ceiling... --- Trading volume increases but core stocks haven't risen, I've seen this tactic before, funds are all going to marginal stocks to cut the leeks. --- Zhongji Xuchuang drops 2 points, that's ridiculous, the hardware leader is selling off now? --- The highest cost-performance ratio is low-priced stocks... sounds good, but in reality, it's just gambling on the board. --- A4 consecutive limit-ups in aerospace electronics, isn't entering now just taking over the bag? --- Funds are optimizing the structure? To me, it looks like they're escaping the top. --- Another wave of leek-cutting rhythm, shifting from hardware leaders to application stocks, old routine.

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BearMarketSurvivor

· 01-09 09:45

Trading volume increases but core stocks haven't risen, funds are secretly switching tracks, I see through it. --- Blue Focus rose 14 points, now that's real fire, much more interesting than those high-priced stocks just catching up on declines. --- A few optical modules hit the limit down, has the hardware era passed? Maybe, but I still find commercial aerospace more appealing. --- Low-priced stocks with high cost-performance ratio have been said a thousand times, but every time I chase in, I end up as a bagholder... --- Goldwind Technology hit the limit up 4 times in a row, now that's impressive, much more reliable than those overhyped high-priced stocks. --- Funds are pulling out from high levels and flowing toward low levels, in simple terms, it's a valuation kill; be careful not to get crushed. --- In this market condition, stocks that don't experience declines are actually abnormal, so I don't dare to bottom fish right now.

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Degen4Breakfast

· 01-09 09:39

Hey, the funds are playing high and low cuts. I understand this game now; low-priced stocks are the real deal.

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potentially_notable

· 01-09 09:38

Oh, so this is the legendary "buy the dip at high levels and sell at low levels," huh? Funds are really playing the switching game. The rotation is too fast. The optical module sector hadn't even caught its breath when aerospace took off. I was stunned watching it all. Zhongji Xuchuang's 22.2 billion trading volume still dropped 2%. How many people are fleeing? Never mind, I'll just watch those low-priced stocks that are being suppressed. Blue Focus is up 14 points. The surge of limit-up waves keeps coming one after another. It feels a bit crazy this time. Have you guys noticed the low-priced stocks with the highest cost-performance? Or are you still chasing after limit-ups? The overall rise at high and low levels sounds great, but do you really dare to get in? I'm still in the watching stage anyway. Funds are pulling out from high levels and shifting to edge stocks. The logic is clear, but executing it is really difficult.

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rugdoc.eth

· 01-09 09:26

The fund shift is too obvious. The leading optical module company directly plummeted, while AI applications are celebrating wildly. This wave of structural adjustment is really ruthless.

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