A股“开门红” 三大利好因素将持续发力

Core Viewpoint - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index rising by 1.38% and achieving a rare 12 consecutive days of gains, surpassing the 4000-point mark [1] Market Performance - The Shanghai Composite Index, Shanghai 50, and Shenzhen Component Index all saw significant increases, reaching new highs [1] - Total trading volume for the day was 2.57 trillion yuan, an increase of over 500 billion yuan compared to the previous trading day [1] Sector Performance - Sectors such as brain-computer interfaces, insurance, healthcare, and technology led the market gains [1] Market Outlook - The comprehensive market surge is attributed to the improvement in fundamentals, the release of policy dividends, and the restoration of liquidity, indicating a sustainable "slow bull" market [1] - The ongoing implementation of "two重" and "two新" policies, along with a shift from "valuation repair" to "earnings realization," is expected to support a positive market trend [1] - Three favorable factors are highlighted: the appreciation of the yuan, the anticipated "15th Five-Year Plan," and the maturation of China's technological development, which are expected to drive the continuation of the technology bull market and the dual impact on profitability and valuation in the consumer sector [1]