Group 1 - The market experienced a slight increase with the Shanghai Composite Index rising by 0.1%, marking an eight-day winning streak, while the total trading volume reached 2.16 trillion yuan, an increase of 235.7 billion yuan from the previous trading day [1] - The commercial aerospace sector saw a resurgence, and the lithium battery supply chain strengthened, while sectors such as paper, liquor, and computing hardware faced significant declines [1] - Analysts from Dongfang Caifu Securities believe that the "price increase" concept is likely to further develop, indicating a potential for sustained market activity [2] Group 2 - CITIC Construction Investment states that the cross-year market trend has begun, driven by optimistic expectations from institutional investors and improvements in overseas liquidity and risk [3] - The focus for industry allocation in the cross-year market includes sectors with catalytic potential such as non-ferrous metals and AI computing power, with commercial aerospace remaining a primary market hotspot [3] - Guosheng Securities suggests that the market is likely to confirm its direction before the holiday, with a mixed performance across various indices and sectors, indicating potential for strategic positioning [4]
券商晨会精华 | 跨年行情已经启动 市场有望节前确认方向
智通财经网·2025-12-29 00:24