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 market is expected to continue its bull market into 2026, with a forecast of a fluctuating upward trend but slower growth, leading investors to focus more on fundamental improvements and economic verification [1] Industry Insights - The technology sector may face structural and phase-based pullback risks, while resource products are likely to emerge as a new main direction for A-shares following the technology theme [1] - The ongoing comprehensive competition between China and the U.S. could significantly impact A-share investments, suggesting a focus on future industries and key resources, particularly in military industry 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 and equipment - Computers [1] Thematic Focus - Thematic areas of interest include: - New materials - Solid-state batteries - Commercial aerospace - Nuclear power - Cross-strait integration [1]