A股新里程碑：沪指站上4060点！“春季躁动”行情如何布局？

Group 1 - The A-share market has reached a new milestone, with the Shanghai Composite Index hitting a peak of 4061 points, surpassing the previous high of 4034 points from mid-November, marking a nearly 10-year high [1] - Key sectors contributing to the index's rise include non-ferrous metals, brokerage firms, fintech, and insurance, indicating a strong upward momentum in the market [2] - The "spring rally" has begun, supported by historical data showing strong seasonal effects in A-shares and H-shares during year-end and early-year periods due to earnings disclosures, policy changes, and holiday arrangements [2] Group 2 - The appreciation of the RMB has improved liquidity expectations and boosted risk appetite, aligning with the spring rally in the capital markets [2] - Factors supporting the market's short-term rally are expected to continue, with more potential catalysts anticipated in the future [2] - As January approaches the earnings forecast disclosure window, company fundamentals will once again play a crucial role in influencing stock price performance, with a focus on earnings certainty for investors above the 4000-point level [2] Group 3 - The China Securities Index 300 ETF (510330.SH) and its connecting fund (005658.OF) are highlighted as benchmark indices for A-shares, featuring high-quality leading stocks across technology, consumption, and finance sectors, which are expected to benefit from long-term capital inflows [2]