沪指再度刷新阶段高点

Group 1 - The Shanghai Composite Index opened strong and broke the previous high from November 14, 2025, reaching a new high not seen since July 2015 [1] - Sectors such as brain engineering, titanium dioxide, energy metals, photovoltaic equipment, high-bandwidth memory, and under-screen cameras led the gains [1] - The semiconductor equipment sector continued to perform well, with companies like Jinhai Tong hitting the daily limit, and others like Jingyi Equipment and Zhongwei Company showing significant increases [1] Group 2 - Huaxi Securities highlighted that 2026 is expected to be a "big year" with multiple positive factors, indicating a solid foundation for a bull market [2] - The macro policy cycle for 2026 is favorable, with various departments intensifying the rollout of supporting industrial policies and investment plans, creating a friendly liquidity environment [2] - Institutional funds, particularly in stock ETFs, have shown early signs of inflow, with expectations of increased market participation from insurance funds and foreign capital due to currency appreciation [2]