A股开盘集体大涨，三大指数均涨超1%

Group 1 - A-shares opened higher with the Shanghai Composite Index rising by 1.15%, the Shenzhen Component Index by 1.52%, and the ChiNext Index by 1.7%, driven by gains in sectors such as non-ferrous metals, oil and gas, and computing power [1] Group 2 - Industry outlook remains positive post-holiday, with expectations for a new upward trend in A-shares supported by the resolution of overseas risks and domestic macroeconomic catalysts [2] - The technology growth style is anticipated to rebound as concerns over AI giants' performance ease, and catalysts from robotics and large models emerge [3] Group 3 - The focus on global physical assets is shifting from AI-driven investments to broader industrial sectors, with a favorable environment for the recovery of the global manufacturing cycle due to a smoother path for U.S. interest rate cuts [4] - Key sectors include copper, aluminum, oil, and various manufacturing segments such as electrical equipment, energy storage, and petrochemicals, which are expected to benefit from returning capital and easing pressures [4]