Market Overview - On January 6, the A-share market opened high and rose steadily, with the Shanghai Composite Index facing resistance around 4060 points[2] - The Shanghai Composite Index closed at 4083.67 points, up 1.50%, while the Shenzhen Component Index closed at 14022.55 points, up 1.40%[7] - Total trading volume for both markets reached 28,326 billion yuan, above the median of the past three years[3] Sector Performance - Strong performers included insurance, securities, non-ferrous metals, and automotive parts, while beauty care, light industry, electrical machinery, and banking sectors lagged[3] - Over 80% of stocks in the two markets rose, with non-ferrous metals leading with a gain of 4.25%[9] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 16.52 times and 51.29 times, respectively, above the median levels of the past three years[3] - The market is considered suitable for medium to long-term investment strategies[3] Economic Outlook - The attractiveness of RMB assets is increasing, with expectations for early-year credit issuance and subsequent policy support[3] - The domestic monetary policy is expected to maintain a stance of "moderate easing," while the market anticipates the Federal Reserve will continue its rate-cutting cycle in 2026[3] Investment Recommendations - Investors are advised to focus on sectors such as securities, insurance, non-ferrous metals, and semiconductors for short-term investment opportunities[3]

格隆汇1月6日｜上证指数继续走强，收报4083.67点，创2015年7月以来新高。日K线已13连阳，创10% 涨停板制度实施以来连阳记录。 ...

1月6日早盘，沪指突破前期高点4034.08点，刷新10年来新高。市场交投火热，进一步强化了券商板块的弹性预期。 2026年的两融市场预计将从2025年的"高速扩张期"进入"高质量增长期"。余额的绝对值将继续创出新高，但增长动能可能将从单纯的"市场情绪驱动"转 向"市场深度、机构参与"的多轮驱动。综合历史趋势、股基数据、政策环境及宏观流动性，预计2026年两融余额将较2025年底的2.55万亿元水平实现稳步增 长。 1月6日早盘，在昨日重返4000点后，沪指突破前期高点4034.08点，刷新10年来新高。展望后市，在年初开门红效应与宏观政策的有力支持下，A股有望延续 走牛姿态。 回顾近年以来的市场轨迹，A股交易活跃度已完成了从"冰封地量"到"温和活跃"的根本性转变。自2024年9月底开始，交易量出现爆发式增长。以2024年10月 8日为例，单日成交额达到40680亿元，彻底点燃了市场热情。自2025年8月中旬起，市场交易额开启了新一轮显著的放量上行。2025年第四季度，市场成交 额基本稳定在2万亿元至3万亿元的较高水平，标志着市场活跃度已巩固在一个新的、更高的台阶之上。 证券ETF（512880）午后冲高超3 ...

Core Viewpoint - The A-share market showed mixed performance with the Shanghai Composite Index rising over 1% in early trading, indicating positive investor sentiment despite some sector declines [1]. Market Performance - The Shanghai Composite Index closed at 4069.38 points, up 1.14% - The Shenzhen Component Index closed at 13940.24 points, up 0.81% - The ChiNext Index closed at 3293.18 points, down 0.04% [1]. Sector Performance Top Performing Sectors - Insurance sector increased by 4.91% with a total trading volume of 292.22 million hands and a net inflow of 15.55 billion - Small metals sector rose by 4.67% with a trading volume of 954.96 million hands and a net inflow of 37.26 billion - Energy metals sector gained 3.72% with a trading volume of 384.15 million hands and a net inflow of 18.67 billion [2]. Underperforming Sectors - Communication equipment sector decreased by 0.68% with a trading volume of 1889.06 million hands and a net outflow of 77.51 billion - Components sector fell by 0.65% with a trading volume of 929.90 million hands and a net outflow of 31.50 billion - Beauty care sector declined by 0.25% with a trading volume of 157.47 million hands and a net outflow of 0.42 billion [2].

光大证券表示，2025年12月下旬的上涨或许就是本轮春季行情的起点，消费与成长有望成为春季行情的 两条主线。 1月6日早盘，A股市场走强。数据显示，截至11：10，上证指数、深证成指分别上涨0.91%、0.62%。上 证指数突破2025年11月14日的阶段高点——4034.08点，创逾十年新高，最新报4060.17点。A股市场超 3400只股票上涨。 从盘面上来看，炒股软件、钛白粉、脑机接口等板块表现活跃。申万一级行业中，有色金属、非银金 融、石油石化行业领涨。 ...

综合内外因素来看，当前市场环境确实有利于新一轮行情的开启，但需清醒认识到行情演绎仍面临不确 定性。 值得警惕的是，当前基本面修复仍需进一步夯实，去年12月小型企业PMI仍处于收缩区间，经济复苏的 持续性有待验证。同时，突发地缘问题可能放大节前市场分歧，短期情绪扰动或难以避免，市场走势的 预测难度有所提升。 技术面上，市场高开高走，沪指12连阳重新站上4000点，深成指与创业板指双双涨超2%，两市成交额 也放大至2.5万亿之上，随着市场再现"价涨量增"态势，后市或依旧值得期待，只要不有效跌破5日线， 短线仍具冲高动能。 （来源：市场星报） 2026年伊始，A股市场迎来振奋人心的"开门红"。1月5日，上证指数高开高走，一举收复4000点整数关 口，创下日线"十二连阳"的罕见强势表现。市场成交额连续站上2万亿元，呈现放量大涨态势。截至收 盘，沪指涨1.38%，收报4023.42点；深证成指涨2.24%，收报13828.63点；创业板指涨2.85%，收报 3294.55点。沪深两市成交额达到25675亿元，较上一交易日大幅放量5016亿元。 市场强势表现的背后，是全球流动性环境改善与国内资金面宽松共同作用的结果。从全 ...

今日A股迎来新年开门红，全市场成交额超2.5万亿元，较上一交易日放量超5000亿元。截至收盘，中证A500指数上涨2.1%，中证A100指数上涨2.4%， 中证A50指数上涨2.5%，A500ETF易方达（159361）全天成交额达68亿元，净申购超1亿份。该产品2025年年化跟踪误差仅0.34%，相对指数超额收益为 2.86%、在规模百亿以上的同类产品中位居第一。 每日经济新闻 （责任编辑：刘畅 ） 【免责声明】本文仅代表作者本人观点，与和讯网无关。和讯网站对文中陈述、观点判断保持中立，不对所包含内容的准确性、可靠性或完整性提供任何明示或暗示的保证。请 读者仅作参考，并请自行承担全部责任。邮箱：news_center@staff.hexun.com ...

Market Overview - On January 5, the A-share market opened high and trended upward, with the Shanghai Composite Index finding support around 3984 points before stabilizing and rising[2][3] - The Shanghai Composite Index closed at 4023.42 points, up 1.38%, while the Shenzhen Component Index rose 2.24% to 13828.63 points[7][8] - Total trading volume for both markets reached 25,675 billion yuan, above the median of the past three years[3][16] Sector Performance - Strong performers included insurance, medical services, semiconductors, and electronic components, while tourism, aviation, robotics, and railways lagged[3][7] - Over 80% of stocks in the two markets rose, with notable gains in sectors like medical devices and shipbuilding[7][9] Valuation Metrics - The average price-to-earnings (P/E) ratios for the Shanghai Composite and ChiNext indices are 16.30 times and 49.98 times, respectively, above the median levels of the past three years, indicating a favorable long-term investment environment[3][16] Economic Outlook - The attractiveness of RMB assets is increasing, with expectations for credit growth and supportive policies in the new year[3][16] - The domestic monetary policy is expected to remain "moderately loose," while the market anticipates continued interest rate cuts by the Federal Reserve in 2026, contributing to a more favorable global liquidity environment[3][16] Investment Recommendations - Investors are advised to focus on sectors such as electronic components, semiconductors, insurance, and medical services for short-term opportunities[3][16]

A股市场板块涨跌幅排行 中国经济网北京1月5日讯 A股三大指数早盘集体上涨，截至午间收盘，上证指数报4011.45点，涨幅 1.07%；深证成指报13777.32点，涨幅1.87%；创业板指报3272.07点，涨幅2.15%。 行业板块方面，保险、医疗器械、医疗服务等板块涨幅居前，机场航运、旅游及酒店、电机等板块跌 幅居前。 (责任编辑：魏京婷) | 序号 | 板块 | 涨跌幅(%)▼ | | 总成交量（万手） | 净流入 (亿元) ▼ | 上涨家数 | 卜跌家数 | | --- | --- | --- | --- | --- | --- | --- | --- | | 1 | 保险 | 5.84 | 243.02 | 109.15 | 20.26 | 5 | 0 | | 2 | 医疗器械 | 5.32 | 910.63 | 216.54 | 35.69 | 130 | 3 | | 3 | 医疗服务 | 5.31 | 686.29 | 158.50 | 22.40 | 51 | വ | | র্ব | # # | 3.70 | 1784.37 | 1391.55 | 158.56 | 163 | 7 | | ...

责编|亿亿 编辑|阿苓 知风云："竹外桃花三两枝，春江水暖鸭先知。" 作者|知本咨询国企投资与运营研究院 2024年股市寒意不断，但随着2025年过去，A股市场已然春色料峭，上证指数从年初的3211点逐步攀 升，一度突破4000点，目前稳定在3900点附近整理，全年累计涨幅约25%。 在这一背景下，不少企业的股价随市上扬，市值压力有所缓解。于是，一些企业开始 这诗句用在2025年的股市和上市公司，还比较妥帖。 ...