Group 1 - The A-share market's margin trading balance reached a historical high of 2.6047 trillion yuan, marking a single-day increase of approximately 24.8 billion yuan, with a total increase of over 100 billion yuan in just 11 trading days since December 22, 2025 [1] - The trading volume in the Chinese stock market hit a four-month high of 2.8 trillion yuan, indicating potential for further rebounds at the beginning of the year, with the CSI 300 index closing at a four-year high and nearly 70% of stocks rising in the first two trading days of the year [1] Group 2 - Morgan Stanley's MSCI China Index is projected to rise by 20% by the end of 2026, reaching 100, while the CSI 300 Index is expected to reach 5200 points, reflecting a 12% increase [3] - Analysts anticipate that the stock market returns in 2026 will be primarily driven by earnings growth, supported by factors such as artificial intelligence, globalization, and antitrust policies [3] - It is expected that net purchases of Hong Kong stocks by mainland Chinese investors will reach a record 200 billion USD, while foreign investors may reduce short positions in Chinese stocks, potentially leading to an inflow of 100 billion USD [3]
A股两融余额首次突破2.6万亿元大关，显示出市场活跃度
Huan Qiu Wang·2026-01-09 00:48