Market Performance - On November 26, the stock market showed mixed results, with the ChiNext Index rising over 2% [1] Key Drivers - The ChiNext Index's 2.14% increase was primarily driven by multiple positive factors, including a reduction in geopolitical risks and improved market sentiment following a recent call between the leaders of China and the U.S. [2] - The call between the two leaders indicated a normalization of bilateral communication, which is expected to ease geopolitical tensions and enhance market confidence [2] Sector Focus - The technology sector, particularly in AI, has become a focal point for investment due to its relatively high visibility in terms of economic prospects [2] - Short-term catalysts, such as new storage technology releases and accelerated IPO processes for AI companies, have further intensified interest in the technology sector [2] Market Sentiment - Current market indicators suggest that sentiment may be at a relatively low level after recent adjustments, indicating limited downward space [3] - The market is expected to gradually enter a mid-term layout phase as policy signals become clearer towards the end of the year, with a focus on sectors with strong performance certainty [3] Technical Signals - A MACD golden cross signal has formed, indicating positive momentum for certain stocks [4]
博时基金市场异动陪伴11月26日:两市涨跌不一,创业板涨超2%