沪指日线九连阳 商业航天持续爆发

Market Overview - The three major indices opened lower today, with the Shanghai Composite Index down 0.44%, the Shenzhen Component down 0.52%, and the ChiNext down 0.44% [1] - The trading volume in the Shanghai and Shenzhen markets exceeded 500 billion, a decrease of over 80 billion compared to the same time the previous day, with an expected total trading amount of over 2 trillion for the day [1] Sector Performance - The storage chip concept showed strength, while the liquid-cooled server concept fluctuated upward. The commercial aerospace concept rebounded from a low point, and the robotics sector remained strong [1] - Sectors that experienced weakness included hotels, restaurants, and insurance [1] Economic Data - From January to November, state-owned enterprises reported total operating revenue of 7,562.576 billion yuan, a year-on-year increase of 1.0%, while total profit decreased by 3.1% to 371.945 billion yuan [1] Investment Insights - Guojin Securities highlighted that a new investment theme for 2026 is emerging in the commodity market, real industry chain, and foreign exchange market, with a focus on AI investments and the recovery of global manufacturing [2] - Key sectors to watch include industrial resource products like copper, aluminum, tin, lithium, crude oil, and oil transportation, as well as equipment export chains and domestic manufacturing recovery sectors [2] Commercial Aerospace Sector - The commercial aerospace sector continued its strong performance, with the Shanghai Stock Exchange releasing new listing rules for commercial rocket companies [3] - The next two years are expected to see a boom in the global commercial aerospace industry, with increasing demand for launch services and satellite networking [3] - China is transitioning from "exploration verification" to "growth explosion" in commercial aerospace, with significant advancements in reusable rockets and satellite manufacturing [3] Market Sentiment - The market is experiencing a divergence, with significant focus on commercial aerospace and robotics, which are driving short-term sentiment and risk appetite [4] - The Shanghai Composite Index achieved a nine-day winning streak, breaking the annual record, and if it maintains above the five-day moving average, the upward trend may continue [4]