智通财经网·2025-12-19 01:55Core Viewpoint - The market is experiencing a narrow fluctuation with positive momentum in sectors like controllable nuclear fusion and commercial aerospace, while precious metals and film sectors are declining. The outlook for the market is optimistic due to favorable policy combinations established in recent significant meetings, suggesting a gradual unfolding of the year-end market rally [1]. Group 1: Sector Performance - The controllable nuclear fusion sector is showing strength, with companies like Wangzi New Materials and Xue Ren Group hitting the daily limit up, while Changfu Co. is also performing well. Other companies such as Aikesaibo and Hahan Huaton are following suit [2]. - The commercial aerospace concept is gaining traction, with Huati Technology achieving two consecutive limit ups, and companies like Xinke Mobile and Guanglian Aviation also seeing gains [1]. Group 2: Institutional Perspectives - Industrial Securities believes that the year-end market rally is likely to gradually unfold as consensus is sought, supported by a favorable environment for risk assets due to recent positive policy combinations [3]. - Guotai Junan is optimistic about the market's recovery, expecting active trading and a potential upward trend in the "transformation bull" market, particularly in technology, brokerage insurance, and consumer sectors [4]. - CITIC Securities indicates that the underlying logic of the bull market remains intact, with a new wave of market activity anticipated as adjustments have been largely completed, focusing on sectors like non-ferrous metals, AI computing power, and commercial aerospace [5].