沪指再创年内新高！专家：未来科技创新仍是经济发展核心方向

Market Performance - The A-share market saw all three major indices rise in early trading, with the Shanghai Composite Index reaching a new high for the year at 3938.98, up 0.42% [1] - The Shenzhen Component Index rose by 1.3% to 13195.25, and the ChiNext Index increased by 2.09% to 3126.05, with a total trading volume of 1.2393 trillion yuan, an increase of 181.3 billion yuan from the previous day [1] Policy and Economic Outlook - The Fourth Plenary Session of the 20th Central Committee of the Communist Party of China reviewed and approved the "Suggestions on Formulating the 15th Five-Year Plan for National Economic and Social Development," emphasizing high-quality development and significant improvements in technological self-reliance [3] - The plan aims for the "new economy" to account for over 18% of GDP by 2024, focusing on emerging industries such as new energy, new materials, and aerospace [3] Sector Performance - The commercial aerospace, quantum technology, storage chips, and computing hardware sectors experienced significant gains, with many stocks hitting the daily limit [4] - Notable stocks included Aerospace ZhiZhuang and Geer Software, both of which saw substantial increases [4] Investment Insights - The chief economist of Qianhai Kaiyuan Fund highlighted that the primary goal during the 15th Five-Year Plan period is to achieve significant results in high-quality development, indicating that technological innovation will remain a core focus for economic growth [4] - There is an expectation for a rotation of performance among growth sectors represented by technology stocks and dividend sectors represented by banks, with opportunities also emerging in new energy and consumer stocks [5]