Group 1 - The Shanghai Composite Index broke the previous high of 4034.08 points, reaching a new 10-year high of 4051.25 points, marking the first time since November 14, 2025, that it has reached such a level [1] - Over 3500 stocks rose, while less than 1700 stocks declined, indicating a strong market performance [3] - The FTSE A50 index rose by 0.58% in the overnight market, reflecting positive sentiment towards Chinese assets [3] Group 2 - Goldman Sachs predicts that China's real GDP growth rate for 2026 will exceed market consensus, recommending an overweight position in Chinese stocks [4] - The stock market is expected to rise by 15% to 20% annually in 2026 and 2027, driven by earnings growth and valuation re-rating [4] - Key drivers for accelerated earnings growth include the application of artificial intelligence, the trend of "going global," and "anti-involution" policies [4]
涨!沪指,刷新10年新高!
Sou Hu Cai Jing·2026-01-06 04:32