暖意明显，开门红行情可期！大盘会再创新高吗？

Group 1 - The Shanghai Composite Index has achieved eleven consecutive gains, marking a significant moment in the market's performance, with historical occurrences of such streaks being rare [2] - The Hang Seng Index rose nearly 3%, and the Nasdaq Golden Dragon China Index increased over 4%, indicating a positive sentiment in the Hong Kong and Chinese concept stocks during the holiday period [1][2] - The offshore RMB has strengthened against the USD, surpassing 6.97, which is the highest since May 2023, potentially accelerating foreign capital inflows [1] Group 2 - The manufacturing PMI for December has entered the expansion zone for the first time since April, exceeding market expectations and indicating a positive shift in the manufacturing sector [1] - Blue Arrow Aerospace's IPO on the Sci-Tech Innovation Board has been accepted, aiming to raise 7.5 billion yuan, which could stimulate the commercial aerospace sector [1] - The National Integrated Circuit Fund has increased its stake in SMIC from 4.79% to 9.25%, providing a boost to the semiconductor sector [1] Group 3 - The upcoming macroeconomic events include the U.S. non-farm payroll and unemployment rate data, as well as China's CPI and PPI data, which are expected to influence market sentiment [3][4] - The current market is characterized as a structural bull market rather than a comprehensive one, emphasizing the importance of sector and stock selection [4] Group 4 - Key sectors to watch in 2025 include the AI industry chain, with specific trends expected in various time frames, such as humanoid robots and military industry in the first half of the year [5][6][7] - The commercial aerospace sector is anticipated to experience a medium-term rally, with significant interest from institutions and retail investors [9] - Companies with fourth-quarter earnings exceeding expectations, particularly in the lithium battery supply chain, are also highlighted as potential investment opportunities [10][11]