早盘直击｜今日行情关注

Group 1 - The core viewpoint of the article highlights that the geopolitical situation in the Middle East is the primary factor influencing market trends, particularly following the airstrike by the US and Israel on Iran, which resulted in the death of Iran's Supreme Leader, leading to increased uncertainty in the region [1] - The market is currently focused on the duration of the Middle East conflict and its impact on oil transportation and prices, with 20% of global oil consumption being transported through the Strait of Hormuz, indicating potential significant disruptions if the strait is blocked [1] - On the trading front, the two markets experienced fluctuations with increased trading volume, where the Shanghai Composite Index opened lower but closed near its daily high, indicating strong short-term support from moving averages [1] Group 2 - The Shenzhen Component Index showed adjustments but remained above the five-day moving average, reflecting a mixed performance in the markets [1] - The total trading volume reached approximately 3 trillion yuan, significantly higher than the previous Friday, with market hotspots primarily in the upstream resource sector [1] - The current market characteristics include sector differentiation and rapid industry rotation, with the Shanghai Composite Index expected to start an upward trend in mid to late December 2025, followed by a new high in mid-January 2026 before entering a consolidation phase [1]