Group 1 - A-shares opened higher with the Shanghai Composite Index up 0.46% and the ChiNext Index up 0.84%, driven by sectors such as brain-computer interfaces, commercial aerospace, and storage chips [1] - Institutions are optimistic about the cross-year market, citing improved liquidity and exchange rate environments compared to previous years, with a focus on sectors like semiconductors, AI, and future industries [1] - China Galaxy suggests that the A-share market may continue its structural trend, supported by the strengthening of the Hong Kong market and the renminbi, which could boost investor confidence [2] Group 2 - Huazhong Securities indicates an increasing probability of a "New Year Red" market, driven by macro policies and improved construction PMI, suggesting a stabilization in investment [3] - The focus for investment should be on sectors with strong stories and performance, particularly the AI industry chain, which is expected to be a leading theme [3] - Key sectors to watch include storage, energy storage, military industry, and machinery equipment, as they are supported by favorable market conditions [3]
A股开盘速递 | A股集体高开 沪指涨0.46% 脑机接口等涨幅居前
智通财经网·2026-01-05 01:48