Market Performance - The market opened strong on January 5, 2026, with the ChiNext Index leading the gains, and the Shanghai Composite Index returning above 4000 points, marking a twelve-day winning streak [1] - The total trading volume in the Shanghai and Shenzhen markets reached 2.55 trillion, an increase of 501.1 billion compared to the previous trading day [1] - The Shanghai Composite Index rose by 1.38%, the Shenzhen Component Index increased by 2.24%, and the ChiNext Index gained 2.85% [1] Sector Highlights - The brain-computer interface concept led the market, with over thirty constituent stocks hitting the daily limit, including Sanbo Brain Science, Meihao Medical, and Innovation Medical [1] - The insurance sector saw significant gains, with Xinhua Insurance and China Pacific Insurance reaching new historical highs [1] - The commercial aerospace concept was actively traded, with LeiKe Defense achieving four consecutive limit-ups and China Satellite Communications hitting three limit-ups in five days [1] - The AI application concept also performed well, with BlueFocus Media achieving two consecutive limit-ups [1] Declines - The Hainan Free Trade Zone concept experienced a collective decline, with Hainan Development hitting the daily limit down [1]

大和发表报告指，据上交所信披，蓝箭航天科创板IPO申请已获受理，公司计划集资75亿元。金风科技 对蓝箭航天具重大持股。蓝箭航天上市前估值逾200亿元，市场对其上市后估值估算介乎600亿至1000亿 元，大和估算市场对金风的估值溢价达10%(现时金风估值约900亿元)。此外，该行预期任何蓝箭航天科 创板IPO的正面进展，以及内地商用航天政策正面消息，都可以为金风带来进一步股价正面催化剂，及 对金风带来估值重评的机会。该行予金风科技港股"持有"评级。 ...

这位全球首富于当地时间周日发布了一张照片，画面中他与特朗普及第一夫人梅拉尼娅（Melania）在 海湖庄园亲密聚餐，他还随性配文称："2026年将会精彩绝伦！" 该帖子发布后一小时内，浏览量便突破1000万；五小时内，浏览量更是飙升至2300万，且这一数字仍在 持续增长。但网友关注的焦点并不仅仅是这张合照，他们还翻出了两人过往的"恩怨旧账"。 据路透社报道，在2024年竞选之后，马斯克成为共和党最大的政治捐助者之一，贡献了数亿美元。特朗 普后来让马斯克为政府效率工作提供建议，并成立了政府效率部（DOGE），专注于减少联邦支出和精 简运营——但马斯克在越来越多的批评中于2025年中期退出了这一角色。 亿万富豪、特斯拉创始人埃隆・马斯克（Elon Musk）在X平台发布的帖子显示，美国总统特朗普与他 本人此前一度紧张的关系，如今似乎已经修复。 不出所料，特朗普的"让美国再次伟大"（MAGA）支持者们欣喜若狂。有用户配上人工智能生成的同人 图，发帖欢呼："我们的组合回来了！"保守派评论员埃里克・多尔蒂（Eric Daugherty）则写道："埃 隆，感谢你助力拯救2026年的美国！美国队冲啊！" 批评者们则抛出了其 ...

1月5日，时隔34个交易日，上证指数盘中重回4000点。 商业航天概念大面积高开 1月5日早盘商业航天概念大面积高开，金风科技、雷科防务、联创光电等多股涨停，久之洋、北斗星通、中国卫星、顺灏股份等高开超5%。 板块题材上，脑机接口、保险、半导体、商业航天、创新药、游戏、有色金属板块涨幅居前；海南自贸区、旅游及酒店、银行、跨境支付、猪肉板块跌幅 居前。 脑机接口板块掀涨停潮 脑机接口板块早盘掀起涨停潮，倍益康30cm涨停，三博脑科（301293）、美好医疗（301363）、翔宇医疗等超20股涨停。 消息面上，马斯克近日在社交媒体上表示，其脑机接口公司Neuralink将于2026年开始对脑机接口设备进行"大规模生产"，并同步推进一种流程高度精简、 几乎完全自动化的手术方案。 马斯克表示，接下来设备中的电极丝将直接穿过硬脑膜，而无需将其切除——这是一项非常重大的突破。 | 大盘 | 板块 | 个股 | 看盘广场 | | --- | --- | --- | --- | | 图午间休盘 | | | -21.47亿 大盘资金净流入 | | 13:00 继续开盘 | | | | | 上证指数 | 深证成指 | | 创业板 ...

转自：新华财经 银河证券：节后来看，假期期间港股市场与人民币汇率走强表现有助于提振投资者信心，A股市场或将 延续结构性行情。后续上行节奏还要观察政策预期与产业趋势突破，在上述因素支撑下，春季躁动行情 可能提前开启。同时，仍需关注海外地缘风险等不确定性因素的短期扰动。展望2026年，"十五五"开局 之年改革政策预期强化，人民币汇率向上等价格因素支撑流动性向好，市场信心有望得到提振。关注盈 利修复逻辑下，具备业绩兑现能力的科技龙头、受益于价格水平回暖预期的周期板块。 星石投资：近期热门题材反复发酵，市场情绪有望延续修复，股市或以结构性机会为主。由于处于数据 空窗期，资金预期和流动性因素对股市短期表现的影响或有所增加，需要关注股市成交量能的变化。中 期来看，相较于其他资产，权益类资产总体仍具有较好的投资性价比，预计今年市场或将逐步转为盈利 驱动，预计将有更多的行业进入业绩释放期，股市中的投资机会或将有所增加。 新华基金：跨年配置行情开启。（1）2025年末以来市场进入"春季躁动"行情阶段，机构资金持续流入 中证A500等宽基ETF，年末增量资金推动中小盘成长股活跃。AI、半导体、商业航天等方向在2025年 全年表现 ...

Market Overview - On the first day of the new year, the A-share market opened high and continued to rise, with the Shanghai Composite Index returning to 4000 points after 34 trading days, and the ChiNext Index increasing by over 2% [1] - The total trading volume in the Shanghai and Shenzhen markets reached 1.64 trillion yuan, an increase of 323.8 billion yuan compared to the previous trading day [1] Sector Performance - The brain-computer interface concept saw a significant surge, with over twenty constituent stocks hitting the daily limit, including Sanbo Brain Science, Meihao Medical, Innovation Medical, Beiyikang, and Saili Medical [3] - The commercial aerospace sector remained active, with China Satellite Communications achieving three limit-ups in five days [3] - The insurance sector strengthened, with Xinhua Insurance and China Pacific Insurance both reaching historical highs [3] - The semiconductor industry chain showed active performance, with stocks like Yaxiang Integration and Shenghui Integration hitting the daily limit [3] Declines - The Hainan Free Trade Zone concept experienced a collective decline, with Hainan Development hitting the daily limit down [4] - By the end of the trading session, the Shanghai Composite Index rose by 1.07%, the Shenzhen Component Index increased by 1.87%, and the ChiNext Index gained 2.15% [4]

2026 年 1 月 5 日 股指期货将偏强震荡 铂、钯、白银、碳酸锂期货将震荡偏 强 镍期货将偏强震荡 豆粕期货将偏弱震荡 陶金峰 期货投资咨询从业资格号：Z0000372 邮箱：taojinfeng@gtht.com 【正文】 【声明】 本报告的观点和信息仅供风险承受能力合适的投资者参考。本报告难以设置访问权限，若给您造成不 便，敬请谅解。若您并非风险承受能力合适的投资者，请勿阅读、订阅或接收任何相关信息。本报告不构 成具体业务或产品的推介，亦不应被视为相应金融衍生品的投资建议。请您根据自身的风险承受能力自行 作出投资决定并自主承担投资风险，不应凭借本内容进行具体操作。 【期货行情前瞻要点】 通过宏观基本面分析和黄金分割线、水平线、日均线等技术面分析，预期今日期货主力合约行情走势大概率如 下： | 期 货 | 品 | 主力合 | 趋势 | 阻力位 | 支撑位 | 重点备注 | | --- | --- | --- | --- | --- | --- | --- | | 种 | | 约 | | | | | | 股指 | | IF2603 | 偏强震 | 4646 和 4667 点 | 4600 和 4583 ...

Group 1 - The world's first 35,000-ton heavy-haul group train trial was successfully conducted by Guoneng Baoshen Railway Company, achieving "virtual coupling" without physical connections, marking a significant technological breakthrough in heavy-haul railway development [2] - The first 220 kV submarine cable in the Beibu Gulf, measuring 44.8 kilometers and utilizing domestically produced insulation materials, has been successfully laid, completing a critical phase of the cross-sea interconnection project [2] - Russia plans to develop a megawatt-class nuclear-powered rocket engine prototype by 2030, with significant advancements in over 100 high-tech fields, including nuclear medicine and fusion, and an overseas order total of $200 billion by 2025 [2] - Yufeng Future's 150 kg E40H civil unmanned aerial vehicle system has received a type certificate from the Civil Aviation Administration of China, becoming the first unmanned aerial product to meet airworthiness requirements globally [2]

Group 1: Space Exploration and Technology - The successful launch of the Tianwen-2 mission marks China's first asteroid exploration and sample return journey, focusing on asteroid 2016 HO3 and later the main belt comet 311P [5] - The Chang'e 7 mission is expected to launch around 2026 to explore the lunar south pole and investigate water ice resources, carrying payloads from multiple countries [5] - China's new generation reusable crewed spacecraft, "Dream Chaser," is set for its first flight in 2026, designed for near-Earth space station operations and crewed lunar exploration [5][6] Group 2: Deep Sea Exploration - China's manned submersibles, including "Fendouzhe," "Shenhai Yongshi," and "Jiaolong," have completed over 1,700 dives, with expectations to surpass 2,000 by 2026 [9] - The "Fendouzhe" submersible successfully conducted manned deep-sea research in the Arctic, expanding China's deep-sea exploration capabilities [9] - The deep-sea research community anticipates increased international collaboration and scientific exploration during the 14th Five-Year Plan period [9] Group 3: Scientific Research and Innovation - China ranks prominently in global scientific research, with significant achievements in innovation and research output, described as entering an "innovation explosion period" [3] - The "first example of two-dimensional metal preparation" by a team from the Chinese Academy of Sciences was recognized as one of the top scientific breakthroughs of 2025 [10] - In the biopharmaceutical sector, 76 innovative drugs were approved in 2025, with total licensing transactions exceeding $130 billion, marking a historic high [10]

Group 1 - The market opened strong on the first trading day of 2026, with the ChiNext Index rising over 1.00% and the Shanghai Composite Index increasing by 0.45%, reaching a high of 3994.77 points during the session [1] - Sectors such as brain-computer interfaces, oil and gas, precious metals, and commercial aerospace showed significant gains, with nearly 3400 stocks in the Shanghai and Shenzhen markets rising [1] - Precious metals and gaming sectors led the gains, while the commercial aerospace concept stocks opened high, with companies like Goldwind Technology and Aerospace Science & Industry Corporation hitting the daily limit [3] Group 2 - Blue Arrow Aerospace's IPO was accepted, aiming to become the "first commercial rocket stock," with plans to raise 7.5 billion yuan for projects related to reusable rocket capacity and technology enhancement [4] - Market sentiment was reflected in stocks like Fenglong Co., which hit the daily limit for the sixth time, and other commercial aerospace stocks such as Shenkong Co. and China Satellite, which opened significantly higher [7] - Other sectors like robotics and digital currency also saw varied performances, with some stocks opening lower despite the overall market strength [7]