A股收評：滬指縮量反彈收升0.7%，全市場超3900股飄紅，AI智能體板塊暴升
1月24日，A股三大指數全天低開高走集體收升。截至收盤，滬指升0.70%，深證成指升1.15%，創業板指升1.36%。全市場成交額12337億元，較上日縮量1357億元。全市場超3900只個股上升。
盤面上，AI產業鏈集體爆發，智譜AI、Sora、AIGC等AI應用概念升幅居前，光模塊、算力、液冷等AI硬件概念亦集體大升；機器人產業鏈午後持續走強，五洲新春、盛通股份、祥鑫科技等多股升停；AI眼鏡、華為產業鏈、數字經濟、汽車產業鏈等相關概念全線上升。跌幅方面，僅白酒、醫藥、房地產等概念下跌。
具體來看：
AI智能體概念股集體爆發，初靈信息、開普雲、世紀天鴻、思特奇、楚天龍等多股升停。消息面上，OpenAI宣佈上線名為Operator的首款AI智能體，它能通過網頁執行各種任務。Operator可以像人類一樣使用互聯網執行各種任務，可以打開一個瀏覽器，點擊頁面的按鈕並打字輸入內容。OpenAI介紹，支持Operator的是簡稱CUA的模型，是一種通過強化學習將OpenAI旗艦模型GPT-4o的視覺功能與高級推理相結合的模型。
銅纜高速連接板塊升幅居前，長飛光纖、新亞電子、華脈科技、鑫科材料升停，瑞可達升超5%，太辰光、華豐科技升超4%。
機器人板塊持續活躍，中大力德、五洲新春、美格智能、祥鑫科技等20餘股升停。銀河證券指出，人形機器人“0—1”產業化加速。浙江、安徽、四川等地加速佈局機器人戰略產業。人工智能賦能及驅動下，海內外人形機器人產業已進入產業化落地前期，市場潛力巨大，核心零部件傳感器、減速器、電機、絲槓等成本佔比高達70%，國產化空間較大。隨着人形機器人實現從0到1的突破，核心零部件電機、傳感器等市場空間有望打開。
通信設備股持續大升，華脈科技錄得6天5板，長飛光纖連續2日升停，博創科技、通鼎互聯升超7%。近期AI主題持續火爆。中金公司此前研報指出，AI算力仍是通信設備板塊的核心投資主線。展望2025年，AI推理需求有望加速發展，看好雲端硬件需求維持高景氣；電信設備投資總量承壓，復甦有賴於南北向流量的增長。
光伏股持續拉昇，鈞達股份升停，愛旭股份、時創能源升超7%，雙良節能、福斯特、帝爾激光升超5%。最新數據顯示，截至2024年底分佈式光伏發電累計裝機達3.7億千瓦，是2013年底的121倍，佔全部光伏發電裝機的42%。業內人士認為，光伏產業前景依然可觀。
白酒板塊跌幅居前，捨得酒業、酒鬼酒跌超3%，古井貢酒、金種子酒、水井坊跌超1%，皇台酒業、五糧液、貴州茅台跟跌。
房地產板塊領跌，中交地產跌停，榮盛發展跌超9%，光大嘉寶跌超4%，合肥城建、華聯控股、金地集團、信達地產跌超2%。
中藥板塊下跌，長藥控股跌超14%，太極集團跌超5%，方盛製藥、以嶺藥業跌超2%，恩威藥業、片仔癀、江中藥業紛紛下跌。
展望後市，國金證券認為，指數回暖，盤面結構良性運轉，繼續看好春季行情。外部消息面緩和疊加人民幣匯率異動，科技成長再度活躍，關注新質生產力績優股機會。
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