A股开盘速递 | A股集体低开 消费电子、英伟达概念、核污染板块涨幅居前

Group 1 - The A-share market opened lower, with the Shanghai Composite Index down 0.19% and the ChiNext Index down 0.21%. Consumer electronics, Nvidia concepts, and nuclear pollution sectors saw gains, while innovative drugs, precious metals, and robotics sectors experienced declines [1] - According to GF Securities, large-cap stocks are expected to outperform small-cap stocks in December, with a phase of dividend style dominance. The financial sector showed significant average gains, driven by asset rebalancing among institutions as the year-end assessment period approaches [1] - Open Source Securities suggests that the market correction has paused, and it is advisable to position for the upcoming spring rally, focusing on the dual drivers of technology and cyclical sectors. Opportunities in underperforming growth industries such as military, media (gaming), AI applications, and power equipment have emerged [2] Group 2 - Dongfang Securities indicates a clear trend of capital inflow into the A-share market, with a focus on the TMT sector and upstream resource products. The upcoming annual report season is expected to attract funds, particularly in the computing power sector, which has relatively certain performance [3] - The mid-term trend is expected to remain in a consolidation phase, with the Shanghai Composite Index likely to trade within the range of 3850-3950 points this month. Key areas of focus include TMT, upstream resources, AI supply chains, and military aerospace sectors [3]