Wind万得·2025-12-31 07:05Core Viewpoint - The A-share market may experience a 30% increase in the index by 2025, but individual accounts may remain flat due to concentrated investments in specific hot stocks each month rather than broad market gains [1]. Monthly Performance Summary - January: The robot sector surged, turning an initial investment of 10,000 into 18,400 due to the popularity of humanoid robots [3]. - February: The DeepSeek model led to a valuation increase in computing power, with returns reaching 46,200 from 10,000, marking a 150.97% increase [6]. - March: Chemical products saw price increases, with an investment growing to 158,200, reflecting a 135.41% rise [6]. - April: The new retail concept gained traction amid tariff disputes, with a notable stock rising by 117.1% [6]. - May: The military and pharmaceutical sectors alternated in popularity, with AI logistics becoming a new focus, resulting in a 157.28% increase [6]. - June: Military equipment stocks surged due to geopolitical tensions, with returns reaching 159.97% [6]. - July: The rumor of Zhiyuan's acquisition led to a dramatic rise in the humanoid robot sector, with a staggering 1,083.42% increase [6]. - August: AI chip companies reported improved earnings, and battery prices stabilized, leading to a 110.36% increase [6]. - September: The release of energy storage policies accelerated market growth, with returns of 153.52% [6]. - October: Regional policies boosted stocks, with a 99.44% increase [6]. - November: The focus shifted to defensive stocks amid market adjustments, with a 143.31% increase [6]. - December: The commercial aerospace sector concluded the year strongly, with a 104.83% increase [6]. Overall Investment Growth - An initial investment of 10,000 grew to 993 million over the year through strategic monthly trading [4].