2026年，第一个交易日，A股怎么走?

Group 1 - Venezuela remains a focal point in the news, with oil being a central topic. Despite having the largest global reserves, Venezuela's heavy crude oil exports are limited, suggesting minimal short-term impact on international oil prices. It is anticipated that crude oil futures may see only a brief spike without sustained increases [1] - The recent release of the "Solid Waste Comprehensive Management Action Plan" aims to enhance the reduction of industrial solid waste at the source and eliminate outdated production capacity. This plan emphasizes the integrated construction of non-ferrous metal mining and processing, which is expected to positively influence the non-ferrous metal market in the medium to long term due to anticipated supply shortages amid strong demand [2] Group 2 - The performance of the A-share market is influenced by external factors, with the recent mixed performance of major US tech stocks having a limited impact on A-share tech stocks. In contrast, the Hong Kong market showed strong performance, with the Hang Seng Tech Index experiencing a significant increase of 4%, marking the largest gain on the first trading day of the year in five years [3] - The rise in Hong Kong tech stocks, particularly driven by chips, is expected to positively affect A-share chip stocks. The performance of leading chip companies on the STAR Market is likely to boost the STAR Index and the Shanghai Composite Index. However, there is caution regarding the potential for a high opening, which could lead to a high open-low close scenario [5]