Group 1 - The market has successfully surpassed the 4000-point mark, indicating a bullish trend with increased trading volume and a breakout characteristic [1] - All major indices, including Shanghai Composite, Shenzhen Component, ChiNext, and others, have shown upward movement, confirming the authenticity of the current rally [1] - The semiconductor sector has seen significant gains during the holiday, positively impacting the Hong Kong market, although its performance in the A-share market was below expectations [1] Group 2 - The AI application sector, particularly in digital media, gaming, and AI agents, has demonstrated strong upward momentum [1] - The human brain engineering sector has emerged as a new focus, showing short-term stimulation potential with notable stock increases [2] - The overall market trend is centered around technology and AI, with expectations for related infrastructure and data sectors to perform well in the future [2]
和讯投顾陈炜：市场站在4000点，关注什么类型的机遇？
Sou Hu Cai Jing·2026-01-05 11:22