国新证券每日晨报-20260106

Domestic Market Overview - The A-share market opened positively in the new year, with the Shanghai Composite Index closing at 4023.42 points, up 1.38%, and the Shenzhen Component Index closing at 13828.63 points, up 2.24% [1][4] - The total trading volume of the entire A-share market reached 25,672 billion, showing a significant increase compared to the previous day [1][4] - Among the 30 sectors tracked, 23 sectors saw gains, with media, pharmaceuticals, and electronics leading the increases, while comprehensive finance, oil and petrochemicals, and consumer services experienced notable declines [1][4] Overseas Market Overview - On the same day, all three major U.S. stock indices rose, with the Dow Jones increasing by 1.23%, the S&P 500 up by 0.64%, and the Nasdaq up by 0.69% [2][4] - Notable stock movements included Chevron rising over 5% and Goldman Sachs increasing by more than 3%, leading the Dow [2][4] - The Chinese concept stocks mostly rose, with Brain Regen increasing over 31% [2][4] Key News Highlights - The Chinese government is implementing a green consumption promotion action plan, focusing on enhancing the supply of green products and services, innovating consumption models, and optimizing the consumption environment [15][16] - The National Development and Reform Commission announced over 100 billion in support for the Yangtze River protection project construction [16][17] - A meeting between Chinese President Xi Jinping and South Korean President Lee Jae-myung emphasized the importance of bilateral relations and cooperation in various fields [10][11][12][13][14]