A股开盘速递 | A股开盘涨跌不一 沪指跌0.05% 锂矿概股念表现强势

Group 1 - A-shares opened mixed, with the Shanghai Composite Index down 0.05% and the ChiNext Index down 0.21%, while lithium mining stocks showed strong performance, with Shengxin Lithium Energy rising nearly 5% [1] - Debon Securities predicts a "slow bull" market for A-shares in 2026, supported by government focus on capital market development and continuous inflow of medium to long-term funds, despite a weak macroeconomic recovery [1] - The report emphasizes that technology growth will remain the main theme, driven by the "14th Five-Year Plan" for technological advancement and the global AI industry wave, with sectors like artificial intelligence and computing power expected to lead the market [1] Group 2 - Dongwu Securities highlights the potential challenges in participating in the commercial aerospace sector, suggesting a focus on AI applications at low levels and key industries related to the "14th Five-Year Plan" [2] - The report notes that the commercial aerospace sector has shown strong performance since mid-November, but the difficulty of future participation may increase, with signs of a shift towards lower-level sectors like nuclear power [2] - The suggested focus areas include AI applications in healthcare, intelligent driving, and key industries such as commercial aerospace, 6G, nuclear power, hydrogen energy, quantum communication, and brain-computer interfaces [2] Group 3 - Oriental Securities advises reducing positions in high-performing sectors like commercial aviation, robotics, and semiconductors, while continuing to seek stocks with potential for rebound within popular sectors [3] - The market remains active as the year-end approaches, particularly in the technology sector, showcasing a characteristic of "sector differentiation and individual stock brilliance" [3]