A股开盘速递 | A股集体低开 沪指跌0.2% 光刻机等板块走强

Group 1 - The A-share market opened lower, with the Shanghai Composite Index down 0.2% and the ChiNext Index down 0.63%. The sectors showing gains included photolithography machines, brain-computer interfaces, and pharmaceuticals, while non-ferrous metals, storage chips, and rare earth permanent magnets saw declines [1] - CITIC Securities predicts a higher probability of market fluctuations trending upwards after the start of the year, emphasizing the need for a balance between external and internal demand. They suggest focusing on sectors with low heat and concentrated holdings that are gaining attention, such as chemicals, engineering machinery, electric equipment, and new energy [1] - Zhongtai Securities maintains a cautiously optimistic view on the technology sector, suggesting that the market may experience increased volatility due to factors like tax periods and credit issuance. They recommend focusing on specific sub-sectors with strong logic, such as robotics and non-bank financials, while being cautious about crowded sectors like commercial aerospace [2] Group 2 - Dongfang Securities notes that the Shanghai Composite Index is experiencing slight fluctuations as it approaches the 4100-point mark, but this does not hinder the potential for future upward movement. They highlight that the "14th Five-Year Plan" includes controlled nuclear fusion as a strategic technology direction, indicating significant investment opportunities in this area [3]