“黑天鹅”事件后，如何看待市场？

Group 1: Market Insights - The market is expected to focus on three key pieces of information at the start of 2026, including the emphasis on innovation for high-quality development in the New Year address by the General Secretary[4] - The Hong Kong stock market experienced a strong opening on January 2, 2026, with the Hang Seng Index rising by 2.76%, the Hang Seng China Enterprises Index increasing by 2.86%, and the Hang Seng Technology Index climbing by 4%[5] - The listing of Wallen Technology, the first domestic GPU company, saw a 76% surge on its debut, indicating a shift towards commercialization in the domestic GPU industry[5] Group 2: Geopolitical Events and Implications - A significant geopolitical event occurred with the U.S. airstrike in Venezuela, capturing President Maduro, which may lead to increased uncertainty in international order[5] - The implications for oil prices are mixed, with potential short-term supply uncertainties and mid-term prospects for increased production from Venezuela, which could pressure oil prices downward[6] - The event is expected to have limited impact on global stock markets, as initial shock may be absorbed by the market by the time trading resumes[6] Group 3: Investment Opportunities - The Maduro incident highlights the importance of technological self-sufficiency and the significance of industries like domestic substitution and commercial aerospace for national strength[7] - Investment opportunities in high-growth sectors aligned with technological innovation and policy direction are recommended for the year ahead[4]