智通财经网·2026-01-11 00:15Group 1 - The short-term market heat is expected to continue, but there is a possibility of gradual cooling after mid-January until the Spring Festival [1][4] - Policy support is likely to persist, and economic growth is expected to remain within a reasonable range, further solidifying the foundation for the capital market's prosperous development [1][4] - The release of policy dividends is expected to boost market confidence and attract various types of capital inflows [1][4] Group 2 - The A-share market continued to rise this week, driven by an increase in market risk appetite, with major indices generally showing upward trends [2] - The Sci-Tech Innovation 50 index performed the best with a gain of 9.8%, while the CSI 300 index had the lowest performance with a gain of 2.8% [2] - Among industries, the comprehensive, defense, and media sectors performed relatively well, with gains of 14.5%, 13.6%, and 13.1% respectively [2] Group 3 - Key events this week included a meeting between President Xi Jinping and South Korean President Yoon Suk-yeol, and the issuance of the "Artificial Intelligence + Manufacturing" implementation opinions [3] - Economic data showed that the Consumer Price Index (CPI) rose by 0.2% month-on-month and 0.8% year-on-year in December, while the Producer Price Index (PPI) rose by 0.2% month-on-month but fell by 1.9% year-on-year [3] - The 2026 Consumer Electronics Show was held, and the market regulator held discussions with the photovoltaic industry association and several leading companies [3] Group 4 - The focus remains on industries such as electronics, power equipment, and non-ferrous metals, with a potential shift in market style influencing sector performance [4] - The commercial aerospace sector has shown significant gains since being recommended for attention, with high short-term cumulative increases in related indices [4] - Despite potential profit-taking pressures in the commercial aerospace sector, the solid support from frequent policy benefits and active capital suggests it remains a good opportunity for investors to enter on dips [4]