和讯投顾高璐明：元旦市场发生诸多大事，将直接影响节后市场

Group 1 - The U.S. military operation is expected to impact international oil prices and exports, potentially stimulating the oil sector after the holiday [1] - Elon Musk announced that his brain-machine interface company will launch a large-scale output plan in 2026, moving towards nearly fully automated surgeries, which is beneficial for the brain-machine interface and human brain engineering sectors [1] - The accelerated development of artificial intelligence is expected to advance the commercialization of controlled nuclear fusion, which releases energy approximately four times that of nuclear fission per kilogram of fusion fuel, and nearly 4 million times that of oil or coal, benefiting the controlled nuclear fusion industry [1] Group 2 - In the consumer sector, the first holiday after Hainan's customs closure saw hotel occupancy increase by 1.5 times, with duty-free shopping in the Day Month Square rising by 1.4 times and Sanya International Duty-Free Store nearly doubling, leading to a total duty-free shopping amount of 505 million yuan over the two trading days, a significant year-on-year increase of 121.5%, benefiting Hainan's free trade zone and related sectors [1] - High-level leaders emphasized focusing economic development on the real economy and deepening reforms, placing new quality productivity in a more prominent strategic position, which is favorable for new quality productivity initiatives [1]