A股午评 | 指数红盘震荡！贵金属板块走高 电网设备活跃

Core Viewpoint - The market showed mixed performance with the Shanghai Composite Index up by 0.08%, Shenzhen Component Index up by 0.39%, and ChiNext Index up by 0.47% as of the midday close. The market is expected to rebound following a period of low trading volume, indicating a potential buying opportunity [1]. Group 1: Sector Performance - Precious metals sector strengthened, led by Xiaocheng Technology, with Sichuan Gold and Western Gold also rising. Analysts predict that gold prices may exceed $4800/oz in 2026 due to declining U.S. real interest rates and a potential economic recovery phase [2]. - The superconducting concept surged, with Yongding Co. and Baosheng Co. hitting the daily limit. A breakthrough in nickel-based superconductors was reported by Shandong University, achieving a record superconducting transition temperature [3]. - The commercial aerospace sector was active, with multiple stocks like Superjet Co. and Longzhou Co. reaching the daily limit. A suborbital flight test for the Lihong-1 vehicle is planned, focusing on key technologies for atmospheric re-entry and recovery [4]. Group 2: Institutional Insights - Zhongtai Securities anticipates that the index will likely maintain a volatile pattern in the near term, with robots and brokerages being the main focus leading up to the Chinese New Year. Caution is advised due to potential fund outflows as year-end assessments approach [5]. - Dongfang Securities notes that the market remains weak in the short term, but suggests investors consider accumulating technology stocks as the index is expected to strengthen [6]. - Everbright Securities forecasts a potential rebound for the index, highlighting the phosphoric chemical sector as a focus area, especially with the upcoming Phosphorus-Lithium Industry High-Quality Development Conference [8].