MACD金叉信号形成，这些股涨势不错！ 转自：证券时报 人民财讯1月3日电，中信建投研报称，2026年A股牛市有望持续，预计指数依然震荡上行但涨幅放缓， 投资者更加关注基本面改善和景气验证。应警惕科技板块结构性/阶段性回调风险，资源品很可能成为A 股在科技主线后一条新的主线方向。中美全面博弈可能对A股投资产生重要影响，建议布局未来产业、 紧抓关键资源与军工方向。行业重点关注：新能源、有色金属、基础化工、石油石化、非银、军工、机 械设备、计算机等。主题重点关注：新材料、固态电池、商业航天、核电、两岸融合等。 ...

Core Viewpoint - The A-share bull market is expected to continue into 2026, with indices likely to experience a volatile upward trend but with slower growth rates, leading investors to focus more on fundamental improvements and verification of economic conditions [1] Industry Insights - The technology sector may face structural and phase-specific pullback risks, while resource commodities are likely to emerge as a new main investment direction following the technology sector [1] - The ongoing comprehensive competition between China and the U.S. could significantly impact A-share investments, suggesting a strategic focus on future industries and key resources, particularly in military-related sectors [1] Key Industry Focus - Key industries to watch include: - New Energy - Non-ferrous Metals - Basic Chemicals - Oil and Petrochemicals - Non-bank Financials - Military Industry - Machinery Equipment - Computers [1] Thematic Focus - Important themes to consider are: - New Materials - Solid-state Batteries - Commercial Aerospace - Nuclear Power - Cross-Strait Integration [1]