Core Viewpoint - The 2026 A-share market has started strong with a "good start" phenomenon, indicating robust market momentum and increased investor participation, which is expected to lead the market direction for the entire year [1][2][7] Group 1: Market Sentiment and Trends - Fund managers express that the "good start" reflects strong confidence among investors in the equity market, supported by a combination of policy support and industrial drivers [2][8] - The current market is seen as a critical turning point, with solid fundamentals expected to lead to a more mature and stable market as reforms deepen and the economy transitions [2][8] Group 2: Investment Opportunities - Key investment themes identified by fund managers include technology innovation, cyclical sectors, and strategic emerging industries, with a recommendation for diversified investment strategies to adapt to market changes [3][9] - Specific sectors highlighted for investment include AI-related industries, semiconductor applications, and commercial aerospace, with expectations of significant growth driven by technological advancements and policy support [3][10] Group 3: Sector Focus - Fund managers emphasize the importance of focusing on core sectors such as AI, semiconductor equipment, and materials, as well as renewable energy and industrial metals, which are expected to perform well in the current market environment [3][10] - The cyclical sectors are also noted for their potential, particularly in coal, engineering machinery, and consumer goods, as they are currently at low profit and expectation levels, presenting good investment opportunities [5][10]
A股首周“开门红”！基金经理发声：春季躁动具备强劲的延续动力 有望引领全年市场走向
Xin Lang Cai Jing·2026-01-11 13:01