新纪录，沪指13连阳→

Group 1 - The A-share market continues its strong performance, with the Shanghai Composite Index breaking through the previous high of 4034.08 points, closing at 4083.67 points, an increase of 1.5%, marking a ten-year high [1] - The trading volume in the Shanghai and Shenzhen markets reached 2.81 trillion yuan, an increase of 260.2 billion yuan from the previous day, reflecting a growth of over 10% [1] - Over 3800 stocks in the market experienced gains, indicating a broad-based rally [1] Group 2 - The Shanghai Composite Index achieved a record 13 consecutive daily gains, the longest in its history [2] - Key sectors driving the market include commercial aerospace, brain-computer interface, large financial institutions, intelligent driving, and chemicals, with multiple stocks hitting the daily limit [2] - Analysts suggest that the core drivers of the current market rally have shifted from a single liquidity-driven approach to a combination of profit expectation recovery and improved liquidity environment [4] Group 3 - The manufacturing PMI in December 2025 exceeded expectations, indicating an earlier-than-expected economic recovery, which enhances the credibility of profit recovery [4] - The dual drivers of market performance are reflected in the broad asset class rally, contrasting with the previous year's focus on small-cap growth stocks [4] - The current index's industry weight composition has significantly changed compared to a year ago, with a higher technology content and structural increases in sectors reflecting economic highlights [4] Group 4 - There is a possibility of market consolidation or adjustment despite the positive PMI and profit recovery expectations, as the market is currently in a verification phase for profit levels [5] - Optimism remains regarding the potential for further upward movement in the three major indices, supported by increased trading volume and strong performance in key sectors [5] - The commercial aerospace sector, as a leading theme, is expected to maintain market sentiment as long as it does not experience significant corrections [5]