逾250只“金股”折射券商布局思路

Group 1 - The core focus of the news is on the performance and recommendations of stocks in the January 2026 "golden stock" list by brokers, with Zhongji Xuchuang being the most favored stock [1][2] - As of January 5, 2026, over 250 stocks have been included in the brokers' "golden stock" list, with Zhongji Xuchuang receiving recommendations from 10 brokers, making it the most recommended stock [1][2] - The brokers' "golden stock" index for 2025 showed positive returns, with the top performer, Guoyuan Securities, achieving a cumulative return of over 100% [1][3] Group 2 - The electronic industry has the highest number of recommended stocks in the January 2026 "golden stock" list, followed by machinery and power equipment sectors [3] - The performance of the brokers' "golden stock" indices in December 2025 was strong, with Guoyuan Securities' index rising nearly 14% [4] - Analysts expect the A-share market to continue its spring rally in January 2026, driven by improved government spending and investment data [4][5] Group 3 - The focus on fundamental verification is expected to increase in January 2026 due to the concentrated disclosure of annual performance forecasts by listed companies [4] - Analysts suggest avoiding stocks that lack performance verification and instead focus on sectors with strong fundamentals, such as AI, emerging industries, and cyclical price increases [5] - The Hong Kong stock market is also gaining attention, with nearly 50 stocks included in the January 2026 "golden stock" list, indicating a growing interest from brokers [5]