本周，创业板中盘200指数上涨8.3%，创业板指数、创业板成长指数均上涨3.9%。Wind数据显示，截至1月8日，创业板 ETF易方达（159915）近5个交易日合计净流入超8亿元。 创业板中盘200指数 s 由创业板中市值中等、流动性较好的200只股票组 成,反映创业板市场中盘代表性公司的整体表现, 信息技术行业占比超40% 中金公司认为，展望2026年，A股"9.24"以来的震荡上行行情仍有望延续，国际货币秩序重构逻辑进一步强化、AI进入应用 关键期、我国创新产业迎来业绩兑现等趋势，将继续支持中国资产表现。 | | 创业板 | 创业板中盘 | 创业板成长 | | --- | --- | --- | --- | | | 指数 | 200指数 | 指数 | | 本周涨跌幅 | 3.9% | 8. 3% | 3.9% | | 指数滚动 | 42. 2倍 | 110.9倍 | 41.2倍 | | 市盘率 | | | | | 滚动市盈率 分位 | 39. 1% | 该指数2023年 11月15日发布 | 47. 3% | | 跟踪该 指数的ETF | 创业板ETF 易方达 | 创业板200ETF 易方达 | 创业板 ...

Core Viewpoint - The report from China International Capital Corporation (CICC) suggests that by 2026, the restructuring of the international monetary order will be further reinforced, and the AI revolution will enter a critical application phase, supporting the performance of Chinese assets [1] Group 1: Market Outlook - By 2026, the importance of fundamentals in the A-share market will continue to rise, with global and domestic capital flows being significant factors [1] - The current global macro environment and trends in innovative industries remain relatively favorable for growth styles, although valuations in growth sectors have increased after more than a year of gains [1] Group 2: Investment Strategy - The market style in A-shares may trend towards balance in 2026, driven by a three-year capacity reduction cycle and policies promoting "anti-involution," leading to more cyclical industries approaching supply-demand balance [1] - Three main investment themes are recommended: 1) Prosperous growth, 2) Breakthroughs in external demand, 3) Cyclical reversals [1]