节后的第一天，相比以往平静，今年显得有些不一样。与以往相比，今年节后开工第一天显得格外热血沸腾，而能让一众打工人激情昂扬的，莫过于股市的大涨！在阔别的7天休市之后，节后开盘的股市依旧迎来了大涨的良好趋势，据悉，A股三大指数节后首日放量大涨，截至收盘，沪指涨4.59%，深证成指涨9.17%，创业板指涨17.25%。细分各大板块来看，半导体芯片、光伏电池、军工、AI算力板块涨幅居前。

个股涨多跌少，据统计，市场上有超5000只个股上涨，其中涨停股票数量超800只。沪深两市成交额达到3.45万亿，这也是首次突破3万亿成交。

截至今天收盘，光伏板块在股市中表现强劲。中证光伏产业指数(931151)强势上涨了10.87%，成分股昱能科技、晶盛机电涨停，奥特维、帝尔激光等成分股跟涨。光伏ETF(159857)也上涨了9.96%，冲击6连涨。这一上涨趋势表明光伏板块正在经历一个显著的上涨周期。

从节前一周的交易情况到现在来看，光伏股票也是一路高歌猛进，这其中不少光伏股票更是以优异的涨势领跑，例如像连城数控从9月24日的18.74元飙升至10月8日的40.22元，在一周左右的交易日内，直线暴涨了114.62%。

同样光伏龙头们的涨势依旧毫不逊色，节前最后一个交易日，隆基绿能、晶澳科技、爱旭股份、TCL中环、钧达股份都涨停了，天合光能、晶科能源等科创板上市的光伏公司都接近20cm涨停，整个板块全线暴涨。

从周、月涨幅上来，一线光伏股在过去4-5个交易日涨超30%以上，表现可以说是相当不错。

与此同时作为国内光伏市值第一股的阳光电源，身价也是应声上涨，截至今天收盘，阳光电源的目前的总市值为2471亿元，股价涨幅19.69%，根据按照目前的市场行情来看，阳光电源总市值将很快突破2500亿大关。

不过，对于今年的这一波行情，个人认为，光伏行业的前景还是依旧会被看好。一方面，政策支持力度持续加大，推动清洁能源的发展；另一方面，市场需求稳步提升，尤其是在新兴市场国家和地区。因此，光伏股票仍然是投资者重点关注的对象。

不过，需要注意的是，市场波动性和竞争加剧可能会带来一定的风险，“韭菜们”还是要结合自身风险承受能力和市场情况进行理性投资。

From the trading situation of the week before the holiday to now, photovoltaic stocks have also been thriving, with many photovoltaic stocks leading the way with excellent gains. For example, Liancheng CNC soared from 18.74 yuan on September 24th to 40.22 yuan on October 8th, with a sharp increase of 114.62% in about a week of trading days.

Similarly, the rise of photovoltaic leaders is still not inferior. On the last trading day before the holiday, Longi Green Energy, JA Solar Technology, Aixu Co., Ltd., TCL Zhonghuan, Junda Co., Ltd. all hit the daily limit up, while photovoltaic companies listed on the Science and Technology Innovation Board such as Trina Solar and Jinko Solar all hit the daily limit up by nearly 20cm, causing the entire sector to soar.

In terms of weekly and monthly gains, first tier photovoltaic stocks have risen by over 30% in the past 4-5 trading days, and their performance can be said to be quite good.

At the same time, as the largest domestic photovoltaic market value stock, Sunac Power has also seen its value rise. As of today's close, Sunac Power's current total market value is 247.1 billion yuan, with a stock price increase of 19.69%. According to the current market situation, Sunac Power's total market value will soon exceed 250 billion yuan.

However, for this year's market trend, I personally believe that the prospects of the photovoltaic industry will still be optimistic. On the one hand, policy support continues to increase, promoting the development of clean energy; On the other hand, market demand is steadily increasing, especially in emerging market countries and regions. Therefore, photovoltaic stocks remain a key focus for investors.

However, it should be noted that market volatility and intensified competition may bring certain risks, so "leeks" still need to make rational investments based on their own risk tolerance and market conditions.