A股2026年开门红：沪指站上4000点，两市成交超2.5万亿元，4180股上涨

Market Overview - The A-share market opened higher on January 5, with the Shanghai Composite Index surpassing 4000 points, closing at 4023.42 points, up 1.38% [2] - The total trading volume in the Shanghai and Shenzhen markets reached 25,462 billion yuan, an increase of 5,011 billion yuan from the previous trading day [2] Sector Performance - The pharmaceutical and biotechnology sectors saw significant gains, with nearly 40 stocks hitting the daily limit or rising over 10%, driven by industry demand recovery and exceeding performance expectations [4] - Non-bank financial stocks, particularly insurance companies, performed well, with several stocks rising over 5% to 7% due to stable growth in investment assets and high dividend strategies [5] - The semiconductor sector also showed strong performance, with multiple stocks rising over 10% [6] Market Sentiment and Predictions - Analysts from Huaxi Securities believe the bull market remains intact, with 2026 expected to be a year of positive factors, including supportive macro policies and improved corporate earnings [8] - Zhongyuan Securities anticipates that the market will stabilize around the 4000-point mark, with a focus on macroeconomic data and overseas liquidity changes [9] - Citic Securities suggests that the balance between external and internal demand will be a significant factor in 2026, with a higher probability of market fluctuations in the early year [10]