【社论】13连阳新纪录，科技重塑A股格局

Group 1 - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index reaching a ten-year high of 4083.67 points after a record 13 consecutive days of gains, indicating a bullish sentiment in the market [3] - The brain-computer interface concept and brokerage stocks showed significant strength, with multiple stocks hitting the daily limit up, reflecting a shift towards hard technology and new production capabilities driving market dynamics [3][4] - The rise of cutting-edge technology sectors like brain-computer interfaces and commercial aerospace signals a market that is pricing in future growth, moving away from traditional reliance on real estate and infrastructure [4] Group 2 - The strong performance of brokerage stocks and the active non-ferrous metals sector, with companies like Luoyang Molybdenum and Zijin Mining reaching historical highs, illustrates a dual support system for the market's upward trend [4] - The emphasis on "patient capital" and "high-quality development" by national decision-makers aims to guide financial resources towards strategic emerging industries, fostering long-term value investment [5] - Investors are encouraged to focus on companies that possess core technologies, strong competitive advantages, and clear commercialization paths, as these will be the key opportunities in the evolving market landscape [6]