沪指创33年最长连阳纪录！均衡配置A股核心资产的A500ETF龙头(563800)红盘上扬，中证A500指数盘中创新高

Group 1 - The A-share market opened positively on January 5, 2026, with the Shanghai Composite Index rising by 1.38% to surpass 4000 points, marking a 12-day consecutive increase, the longest since March 1992 [1] - Goldman Sachs predicts that China's real GDP growth rate in 2026 will exceed market consensus, suggesting an overweight position in Chinese stocks. The report highlights significant changes in the Chinese economy and the ongoing challenge of finding new growth drivers [1] - The report anticipates structural upward potential in exports, a potential easing of the real estate market's drag on economic growth, and a rebound in investment, while monetary policy will remain flexible and restrained [1] Group 2 - After the holiday, the Hong Kong market and the strengthening of the RMB are expected to boost investor confidence, leading to a continuation of structural trends in the A-share market [2] - Citic Securities forecasts a 4.8% increase in net profits for listed companies in 2026, with price factors gradually alleviating pressure on profits as domestic demand policies are implemented [2] - CICC notes that the current global macro environment and innovation trends are favorable for growth styles, but after a year of increases, valuations in growth sectors have risen significantly, suggesting a more balanced market style in 2026 [2] Group 3 - As of January 6, 2026, the CSI A500 Index rose by 0.63%, with leading A500 ETF (563800) increasing by 0.58%. Notable gainers include Gotion High-tech up by 10.61% and TCL Technology up by 6.15% [3] - The A500 ETF provides a balanced allocation of quality leading companies across various industries, facilitating investment in core A-share assets [3]