A股市场大势研判:大盘高开高走,成交额突破2万亿元
Dongguan Securities·2025-12-08 23:30

Market Overview - The A-share market opened high and continued to rise, with a trading volume exceeding 2 trillion yuan, marking a significant increase of 310.9 billion yuan compared to the previous trading day [3][5] - Major indices closed in the green, with the ChiNext Index leading the gains, up by 2.60% [3][5] Sector Performance - The top-performing sectors included Communication (up 4.79%), Comprehensive (up 3.03%), and Electronics (up 2.60%), while the weakest sectors were Coal (down 1.43%) and Oil & Petrochemicals (down 0.84%) [2][3] - Concept indices such as Co-packaged Optical (CPO) and F5G Concept showed strong performance, while sectors like Tianjin Free Trade Zone and Glyphosate lagged behind [2][3] Future Outlook - The market is expected to continue its upward trend, supported by favorable policies from the Central Political Bureau, which emphasized a proactive fiscal policy and moderate monetary policy for 2026 [4][5] - The report anticipates that the demand for mechanical and high-tech products will remain strong, contributing to resilient export growth [5]