和讯投顾徐剑波：看好一个方向

Group 1 - The core viewpoint is that the A-share market is expected to start a bullish trend in 2026, with the Shanghai Composite Index approaching previous highs and the ChiNext Index close to 3331 points, indicating a potential breakout [1] - The current trading volume has reached 2.5 trillion, consistently staying above 2 trillion, suggesting strong market participation and a shift towards a bullish sentiment [1] - The market is likely to experience a period of consolidation after 12 consecutive days of gains before making a decisive upward move, emphasizing the importance of identifying new opportunities rather than focusing on daily index fluctuations [1] Group 2 - The most prominent theme in the market is the brain-computer interface, which has gained attention over the weekend, but there is a stronger belief in low-positioned digital currency as a more promising investment [1] - The digital currency sector is supported by recent policy changes, with the People's Bank of China implementing a new digital renminbi management framework, marking a significant transformation from digital cash to digital deposit currency [1] - The digital renminbi can generate interest, encouraging wider usage, and banks are motivated to promote it as they can now earn from lending, enhancing its adoption [1] - The insurance sector has seen a notable increase of 6%, indicating substantial capital inflow, which is a positive sign for the anticipated spring market rally [1]