12月A股还能涨吗？明天开盘前 你需要知道的都在这里

Market Overview - The A-share market showed recovery during the trading week from November 24 to 28, with market sentiment warming up significantly after a previous decline [2][4] - A total of 4544 stocks rose, an increase of over 4000 compared to the previous week [3] Index Performance - The performance of various indices showed that small-cap and "double innovation" indices led the recovery, while core assets lagged behind [4] - Notable weekly gains included: - Wind Micro-cap Index: +6.11% - CSI 2000: +4.99% - ChiNext Index: +4.54% [5] Market Sentiment - The current market state is described as "upward subjective" despite being in a "can go up or down" phase [6] - The market has returned to a consolidation range since September, indicating potential for further upward movement in early December [6][8] Trading Volume and December Outlook - Historical data indicates that A-shares have a 30% probability of higher trading volume in December compared to November, with notable increases in 2019, 2020, and 2021 [9] - The correlation between trading volume and monthly performance suggests that a rise in volume is necessary for a positive monthly return [10][11] Sector Performance - Among 31 sectors, only 8 sectors, including telecommunications and media, saw an increase in trading volume compared to the previous week, while sectors like coal and steel experienced significant declines [12] Institutional Insights - Everbright Securities suggests the market remains in a bull phase but may enter a wide-ranging consolidation period, with a focus on defensive and consumer sectors in the short term [16] - Donghai Securities notes that external disturbances are expected to diminish, with a focus on sectors benefiting from domestic demand expansion and technology empowerment [17] Index Adjustments - Important adjustments to multiple indices were announced, effective December 12, including changes to the CSI 300 and CSI 500 indices, which may attract investor attention and influence stock prices [20][21] Upcoming Events - Key events to watch include the "Artificial Intelligence+" industry conference and the Central Economic Work Conference, which may impact market dynamics [28]