指数高开震荡蓄势，军工独扛领涨大旗！主线布局后市确定性

Group 1 - The A-share market is experiencing a new upward trend, with concerns about changes in capital flow as it remains the most cost-effective market globally, despite the holiday season in Europe and the US [1] - The commercial aerospace sector in China is entering a new development phase, supported by the recently released action plan from the National Space Administration, which aims for high-quality and safe development from 2025 to 2027 [1] - Major companies in the aerospace industry, including SpaceX and domestic firms, are planning IPOs by 2026, indicating a potential acceleration of capital and industry synergy [1] Group 2 - The stock market indices opened higher, with strong performance in sectors such as aerospace equipment and satellite navigation, while animal health and gaming sectors lagged [3] - The semiconductor equipment sector continues to show strength, with companies like Shenghui Integrated achieving record highs amid increasing demand for HBM and extended delivery cycles for cleanroom construction [3] - The intelligent driving sector is gaining momentum, with the issuance of special license plates for L3 autonomous vehicles in Beijing, indicating regulatory support for the industry [3] Group 3 - The Shanghai Composite Index showed a stable performance, with efforts from major funds to improve market sentiment and attract more capital inflow [5] - The macroeconomic environment remains unchanged, with rising commodity prices driven by gold, affecting the valuation of various sectors [5] - The ChiNext Index is experiencing fluctuations around the 3200-point mark, reflecting market divergence and the impact of global trends, particularly in AI narratives [5]