A股开盘速递 | 创业板指涨0.29% 贵金属板块活跃

Group 1 - The A-share market shows mixed performance with the Shanghai Composite Index down by 0.1% and the ChiNext Index up by 0.29% [1] - The precious metals sector is active, with Zhaojin Gold rising nearly 3%, while sectors like photovoltaic and retail are among the biggest decliners [1] - According to China Merchants Securities, the market tends to favor large-cap stocks following the Central Economic Work Conference, with historical data showing that large-cap stocks outperformed in the week after the meeting [1] Group 2 - Guotai Junan predicts a period of resonance among policy, liquidity, and fundamentals from December to February, suggesting an increase in aggressive investment strategies [2] - The firm is optimistic about technology growth, particularly in AI and computing infrastructure, and recommends sectors such as internet, media, and machinery for overseas manufacturing [2] - The financial sector is also highlighted, with expectations for capital market reforms to boost market sentiment, recommending stocks in brokerage and insurance [2] Group 3 - Dongfang Securities indicates that the Shanghai Composite Index is still in a correction phase, with expectations of testing support around 3850 points [3] - Despite a lack of significant rebound, some major stocks like Agricultural Bank of China and China Life Insurance showed strong performance during the closing auction [3] - The overall market sentiment remains cautious as the index continues to adjust [3]