极目新闻记者 吕少峰 碎阳慢升，无人敢跟。2026年第一个交易日，节前已经11连阳的上证再接再厉，以大涨54.58点的中阳助力A股站稳4000点。今天这么一跃，顺利实现了2026 年"开门红"，也创下了12连阳的新纪录。这既是1993年市场规范化以来A股最长的连阳记录，也是33年来A股以如此霸气的12连阳"跨年"。 截至收盘，沪指涨1.38%收复4000点，深成指涨2.24%，创业板指涨2.85%，北证50指数涨1.8%，沪深京三市成交额25672亿元，较上日放量5015亿元，三市 超4100只个股上涨。 从概念板块来看，人工智能、机器人概念、人脑工程、芯片等科技股涨幅居前，其中人工智能、机器材人、人脑工程分别有42只、38只、28只个股涨停。极 目新闻曾以《2025年A股圆满收官：近600只个股翻倍，"科技创新"成全年主线》为题，梳理和盘点2025年股市，并旗帜鲜明地说2026年投资者仍须牢牢把 握"科技创新"这条主线，新年第一个交易日即应验，可见科技股无疑是跨年行情的重要主力。这再次印证了牛市行情里"选择大于努力"、顺势而为的重要 性。 | | 代码 名称 | | 涨停数+ | 张幅% - | | --- ...

Group 1 - China's economy is projected to grow at around 5% in 2026, maintaining its position among the world's major economies, with a total economic output expected to reach 140 trillion yuan, contributing approximately 30% to global economic growth [1][2] - The World Intellectual Property Organization reported that China's innovation index has entered the global top ten for the first time, indicating a significant advancement in new productive forces and growth advantages [2] - China is committed to enhancing global governance and promoting peace, responding to the increasing frequency of local wars and cross-border conflicts, and has received support from over 150 countries and international organizations for its global governance initiatives [4][5] Group 2 - China is actively promoting high-level openness in response to unilateralism and protectionism, with the Hainan Free Trade Port set to officially launch by the end of 2025, providing a stable platform for international economic cooperation [5] - The upcoming year marks the beginning of China's 15th Five-Year Plan, with a focus on high-quality development, deepening reforms, and achieving common prosperity, as international institutions have raised their growth forecasts for China [7] - China will host significant diplomatic events in 2026, including the 70th anniversary of diplomatic relations with Africa and the second China-Arab States Summit, reinforcing its commitment to global peace and development [7]

Group 1 - The article highlights significant announcements in the stock market, including suspensions, investments, acquisitions, performance reports, and other corporate actions that could impact investor decisions [1] - A company specializing in commercial aerospace, robotics, chips, military industry, and PCB is in discussions with leading robotics firms for component development [1] - Another company involved in humanoid robots, commercial aerospace, drones, military, and new energy vehicles has received small batch orders for high-end bearings used in aerospace and gas turbines [1] - A company plans to invest 4.5 billion yuan in a high-performance copper-clad laminate project, focusing on PCB, commercial aerospace, storage chips, CPO, computing power, and collaboration with Huawei [1]

Core Insights - The article highlights the emergence of six leading technology stocks in the A-share market, referred to as "易中天" and "纪连海," which symbolize the strong performance of the AI, computing power, optical communication, and chip sectors in 2025 [1][3] Group 1: Market Trends - In 2025, global AI technology entered a phase of large-scale application, with China experiencing accelerated penetration of "AI+" driven by policy support and industrial upgrades [3] - The stocks represented by "易中天" (New Yisong, Zhongji Xuchuang, Tianfu Communication) focus on optical modules and communication devices, while "纪连海" (Hanwujing, Industrial Fulian, Haiguang Information) centers on AI chips and computing hardware [3] - The strong performance of these stocks reflects a clear investment logic, with "易中天" benefiting from the urgent demand for high-speed optical modules due to global computing power construction [3][4] Group 2: Performance and Valuation - Many companies experienced a "Davis Double Play" moment in 2025, with Q3 performance significantly exceeding expectations, validating the authenticity and sustainability of AI demand [4] - Market funds showed strong consistency, with public funds and northbound capital driving the trading volume of these sectors to remain at the forefront of the market [5] Group 3: Future Outlook - In 2026, the AI industry is expected to transition from infrastructure construction to application landing and ecological competition, leading to structural differentiation within the AI sector [6] - The demand for 800G optical modules is projected to continue growing rapidly, with significant advancements in 1.6T technology and the initiation of 3.2T module development [6] - As computing costs decrease, AI applications in vertical industries such as finance, healthcare, education, and manufacturing are anticipated to accelerate, potentially leading to the emergence of new "application-oriented leaders" in the A-share market [6][7]

午后保险股走强，云锋金融盘中涨近8%，中国再保险盘中涨近6%，中国人寿一度涨超5%。资源股集体 飙升，亚太资源盘中涨超22%，中国白银集团盘中涨超10%，力勤资源一度涨超8%，灵宝黄金盘中涨近 6%。科技股中，百度集团-SW午后涨近10%，金蝶国际盘中涨超7%，创维集团一度涨超12%。 据上海证券报，综合多家市场机构观点来看，港股2026年首个交易日大涨有多重原因：一是1月2日，离 岸人民币兑美元汇率盘中升破6.97，创下2023年5月以来的新高水平，进一步鼓励资金流入港股；二 是"港股GPU第一股"壁仞科技上市大涨，这种"首日盘中翻倍"的赚钱效应提振了市场对硬科技、半导体 和AI板块的投资情绪；三是港股龙头个股有利好消息，如华虹半导体向华虹集团等4名交易对方购买其 合计持有的华力微97.4988%股权，以及百度拟分拆昆仑芯并独立上市，再次印证了芯片、AI算力赛道 的市场前景和资本认可度。 2026.01.02 本文字数：710，阅读时长大约1分钟 来源 |上海证券报 1月2日，2026年港股首个交易日，三大指数高开高走。截至收盘，恒生指数涨2.76%报26338.47点，日 内涨超700点；恒生国企指数涨2 ...

Core Viewpoint - The Hong Kong stock market experienced a significant rally on the first trading day of 2026, driven by multiple factors including currency strength and positive market sentiment towards technology and resource stocks [3][5]. Group 1: Market Performance - The Hang Seng Index rose by 2.76% to close at 26,338.47 points, gaining over 700 points during the day [3]. - The Hang Seng China Enterprises Index increased by 2.86% to 9,168.99 points, while the Hang Seng Tech Index surged by 4% to 5,736.44 points [3]. Group 2: Sector Highlights - Insurance stocks showed strong performance, with Yunfeng Financial rising nearly 8%, China Reinsurance up nearly 6%, and China Life Insurance gaining over 5% [5]. - Resource stocks collectively soared, with Asia Pacific Resources increasing over 22%, China Silver Group up over 10%, and Lingbao Gold experiencing a rise of nearly 6% [5]. - In the technology sector, Baidu Group-SW rose nearly 10%, Kingdee International increased over 7%, and Skyworth Group surged by nearly 12% [5]. Group 3: Market Drivers - The offshore RMB to USD exchange rate broke above 6.97, reaching its highest level since May 2023, encouraging capital inflow into the Hong Kong market [5]. - The debut of "Hong Kong GPU first stock" Biran Technology, which saw its price double on the first day, boosted investor sentiment towards hard technology, semiconductors, and AI sectors [5]. - Positive news for leading Hong Kong stocks included Huahong Semiconductor's acquisition of a significant stake in Huali Microelectronics and Baidu's plan to spin off Kunlun Chip for independent listing, reinforcing market confidence in the chip and AI computing sectors [5]. Group 4: Individual Stock Movements - Despite the overall market rally, some individual stocks faced sharp declines, such as lottery concept stock Runge Interactive, which dropped over 30% and fell below 1 HKD per share, becoming a "penny stock" [6].

中新社北京1月1日电 综合中新社驻外记者报道：新年前夕，中国国家主席习近平发表二〇二六年新年 贺词。海外各界人士对此高度关注，认为贺词系统地回顾中国"十四五"规划实施成效，为"十五五"开局 之年明确发展方向，传递出振奋人心的信号。 柬埔寨柬中关系发展学会会长谢莫尼勒表示，对世界而言，贺词传递的信息是：中国经济不仅规模庞 大，而且实力雄厚、质量优良。中国坚持自身发展，为其他国家创造重大机遇，与中国同行就是与机遇 同行。 德国智库席勒研究所专家奥森科普认为，中国作为全球制造业强国发挥关键作用。科技创新被视为推动 经济高质量发展的核心驱动力，贺词中提到的人工智能、芯片、航天、人形机器人以及无人机等领域， 正是未来经济发展的重要方向。 "中国以自身发展稳定世界、以制度自信回应时代课题。"泰国亚太智库主任威伦说，贺词让他深切感受 到，中国不是以力量重塑秩序，而是以规则凝聚共识；不是制造阵营对立，而是倡导合作共赢。中国式 现代化所追求的，不是一国独善其身，而是与世界共同进步。 韩国圆光大学韩中关系研究院院长柳智元注意到贺词提及"中国人民抗日战争暨世界反法西斯战争胜利 80周年"，他认为，双方围绕共同抗战形成的历史认知，为 ...

Core Insights - The year 2025 is marked as a "victorious year" for public fund managers, with significant returns across various funds, particularly in the active equity fund category [1][2] - The top ten active equity funds achieved returns exceeding 137%, with the champion fund manager delivering over 230% [1][3] - The overall performance of the A-share market has shown a strong recovery, leading to a notable increase in fund profitability [1][2] Active Equity Funds - The top-performing fund, managed by Ren Jie, is the Yongying Technology Select Fund, with a return of over 233%, focusing on global cloud computing and benefiting from AI industry growth [3][4] - The second place is held by Han Hao's China Aviation Opportunity Fund, with a return of nearly 169%, also focusing on the AI industry chain [4] - The third place is occupied by Liao Xinghao's Hongtu Innovation Emerging Industry Fund, achieving over 148% return, similarly focused on AI and chip industries [5] - The top ten funds have all surpassed a return of 136%, indicating a strong trend towards technology-focused investments [6][7] Performance Against Benchmarks - The Yongying Technology Select Fund led in exceeding benchmark returns by 198 percentage points, followed by the China Aviation Opportunity Fund at 162 percentage points [12] - Other notable funds that exceeded benchmarks include the Hongtu Innovation Emerging Industry Fund and the Hengyue Advantage Select Fund, showcasing strong performance in a benchmark-focused environment [12][13] Ordinary Stock Funds - The top ordinary stock fund is the Rongtong Industry Trend Fund, managed by Li Jin, with a return of over 114.6% [14][16] - Other notable funds in this category include the E Fund Strategic Emerging Industries Fund and the Hongtu Innovation New Technology Fund, with returns of 107.6% and 104.9% respectively [14][15] Mixed Funds - The mixed fund category mirrors the top performers in active equity funds, with the Yongying Technology Select Fund and China Aviation Opportunity Fund leading the rankings [19][21] - Noteworthy funds ranked 11th to 20th include those managed by Chen Wenkai and Wu Yuanyi, demonstrating strong performance despite contractual constraints [19][21] Index Funds - The top index fund is the Guotai Zhongzheng All-Index Communication Equipment ETF, achieving a return of over 126% [22][23] - Other high-performing index funds are also focused on communication equipment themes, indicating a concentrated interest in this sector [22][23] QDII Funds - The top QDII fund is the Huatai-PB Hong Kong Advantage Select Fund, with a return of 114%, despite facing challenges in the latter part of the year [25][28] - Other notable QDII funds include the Chuangjin Hexin Global Pharmaceutical Fund and the E Fund Global Growth Select Fund, with returns of over 91% and 86% respectively [25][26] Bond Funds - The top-performing bond fund is the Southern Changyuan Convertible Bond Fund, with a return of 48.77% [30][31] - The performance of bond funds has been closely contested, with several funds achieving returns in the 33%-35.9% range [32]

Core Insights - The article discusses the growing popularity of ETFs (Exchange-Traded Funds) among young investors, highlighting their convenience and accessibility as investment tools [2][5][6] - It emphasizes the shift of ETFs from being exclusive to institutional investors to becoming a widely used investment option for the general public [5][6] - The article outlines key investment directions for the future, including the importance of AI, precious metals, and industries with high growth potential [11][12][13] Group 1: ETF Popularity and Accessibility - ETFs have become a favored investment choice for various sectors, including technology and precious metals, due to their ease of use [2][3] - The increasing complexity of ETF names and categories has led to confusion among investors, prompting a need for clearer identification methods [3] - The rise of social media discussions around ETFs reflects a broader trend of young investors seeking to understand and engage with financial markets [4][6] Group 2: Investment Directions - The AI industry is identified as a critical area for investment, with a focus on overcoming bottlenecks in chip production [11] - Precious metals like gold and silver are highlighted as valuable assets for preserving monetary value amid global economic uncertainties [12] - The article suggests that industries with rapid growth potential, such as AI and software, are becoming increasingly attractive to investors [13] Group 3: Safety and Trust in Investment - The importance of choosing reliable fund management platforms is emphasized as a foundation for achieving investment security and stability [17] - Established fund companies, like 嘉实基金, are noted for their experience and structured processes that ensure effective management of ETFs [17][18] - The article concludes that the current investment environment is characterized by unprecedented simplicity and transparency, benefiting investors [18]

Core Viewpoint - The "15th Five-Year Plan" is expected to mark a golden era for both the Chinese economy and capital markets, with significant opportunities arising as the country transitions from the "14th Five-Year Plan" to the "15th Five-Year Plan" [2][6]. Economic Outlook - 2026 is anticipated to be a pivotal year for the Chinese economy, marking the end of the inflation low point and establishing a new equilibrium [1]. - The Consumer Price Index (CPI) is projected to stabilize around 0.5, with the possibility of higher figures, while the Producer Price Index (PPI) is expected to turn positive in the second half of 2026 [5]. Capital Market Insights - The capital market is expected to enter a golden era during the "15th Five-Year Plan," with foreign investment becoming a crucial source of incremental capital [6]. - Historical examples, such as South Korea's recovery post-1998 Asian financial crisis, illustrate the potential for significant foreign capital inflow into China, which could enhance market performance [5]. Market Dynamics - The "pig oil resonance" phenomenon is anticipated, where pork prices significantly influence CPI, while oil prices are expected to impact both CPI and PPI due to geopolitical risks and limited production capacity from OPEC+ [4]. - Continuous policy efforts by regulatory bodies to attract long-term capital are seen as essential for supporting a sustained bull market in Chinese equities [7].