Sou Hu Cai Jing·2026-01-12 01:41Market Overview - The A-share market experienced a collective rise, with major indices reaching above 4100 points, marking a "16 consecutive days of gains" [1] - The Shanghai Composite Index rose by 3.82%, the Shenzhen Component Index by 4.40%, and the ChiNext Index by 3.89% [1] Sector Performance - Leading sectors included brain-computer interfaces, medical services, and military electronics, while airport shipping, banking, and Hainan Free Trade Zone sectors saw declines [1] Economic Events - Key upcoming financial events include the G7 finance ministers meeting on January 12, OPEC's monthly oil market report on January 14, and the Federal Reserve's economic conditions beige book on January 15 [1] Brokerage Strategies - CITIC Securities: Focus on resource and traditional manufacturing pricing power, with expectations of continued market momentum until the Two Sessions, driven by improved domestic demand [1] - Guotai Junan Securities: A-share ROE is expected to rise by 2026 after 14 quarters of decline, stabilizing valuations and supporting a slow bull market for A and H shares [2] - Everbright Securities: Anticipates continued market heat in the short term, driven by policy support and economic growth, with a focus on electronics, power equipment, and non-ferrous metals [3] - Dongwu Securities: Recommends focusing on growth sectors, particularly AI, aerospace, and cyclical price increases in industrial metals and chemicals [4] - China Galaxy: Highlights structural investment opportunities with increased fund inflows and a focus on performance forecasts and economic data [5] - Huajin Securities: Suggests focusing on technology and cyclical growth sectors, with an emphasis on military, electric new energy, and AI applications [6] - Zheshang Securities: Predicts a direct upward market trend, recommending balanced industry allocation and focusing on mid-cap growth indices [7] - Cinda Securities: Notes increased market trading volume and risk appetite, suggesting themes related to price increases and sectors with potential policy or technological catalysts [8]