近日，中信里昂一年一度的风水研报出炉。 研报强调"2026年将告别蛇年的犹豫试探，马年以自信之姿，携万钧之势奔腾而至"。从中信里昂给出的风水指数图来看，恒生指数马年走势节奏鲜明：2月触底后一 路走高至6月，7月迎来回调，后续小幅震荡上行至11月，12月显著下挫，直至2027年1月迎来强势反弹。其中3月至6月，恒生指数将迎来一波较大的上涨行情。 看好2026年的恒生指数 报告强调"2026年将告别蛇年的犹豫试探，马年以自信之姿，携万钧之势奔腾而至"。"岁初走势或如脱缰野马，纵横驰骋；但随着时间推移，稳健之势将逐步显现。 等到年关将近，市场又将掀起新一轮变局风云。"中信里昂分阶段研判明年港股形势。 中信里昂对2026年每个月的恒生指数走势，都给出了较为明确的预测。2月，恒生指数开局表现不尽如人意，以下跌之势拉开全年序幕；3月，市场将迎来一轮小幅 上扬；4月，市场将显著攀升；5月，指数再迎一波不俗上涨；6月，指数迎来年度最强跃升；7月，指数上月大半涨幅将尽数回吐；8月，指数将再度上行一截；9 月，指数将小幅上扬；10月，指数陷入横盘震荡，上行突破乏力；11月，指数将稳步上行；12月，从预判的走势图来看，指数将显著回 ...

Group 1 - The notion of a "US-Russia alliance" is misleading, as the energy dynamics in Europe have shifted from a heavy reliance on Russian gas to a significant dependence on US liquefied natural gas (LNG), with US LNG now accounting for over half of Europe's supply [3][4] - The US is set to gain financially from this energy transition, with Europe expected to spend €100 billion on US gas over three years, while the price of US LNG is notably higher than other sources [4][6] - The relationship between the US and Russia in the context of the Ukraine conflict is characterized by a strategic maneuvering rather than a true alliance, with the US aiming to shift its focus from Europe to the Asia-Pacific region [3][9] Group 2 - The claim that China is being excluded from the new world order overlooks the reality of global interdependence, as China's exports to the EU grew by 8.9% in the first 11 months, and ASEAN has become China's largest trading partner [6][9] - Despite the US's attempts to isolate China, Russia's increasing cooperation with China in various sectors, including energy and technology, indicates a deepening partnership that counters US influence [6][9] - China's role in the global supply chain is significant, with its competitive edge in electric vehicles and lithium batteries showing robust growth, making it unlikely for any party to effectively exclude China from the global economy [7][9]

Group 1 - The article discusses three major stock index futures under the China Financial Futures Exchange: IC (CSI 500 Index), IF (CSI 300 Index), and IH (SSE 50 Index) [1] - IC 2005 typically corresponds to technology stocks and small-cap growth stocks, while IF corresponds to large-cap value stocks and heavyweight stocks, and IH corresponds to blue-chip stocks [1] - The article suggests that with the recent strong performance of blue-chip value stocks, it is advisable to buy on dips in the SSE 50 and CSI 300 indices [1] Group 2 - In the context of infrastructure, the article highlights the importance of steel alongside cement, noting that rebar futures showed strong performance with a rise of 49 points in a single day [1] - If a buy position was taken at the opening, it could have yielded over 10% profit, indicating a favorable trading opportunity in the futures market [1] - The article implies that profits could be realized by selling after the morning buy, showcasing the potential for quick gains in the market [1]

Group 1 - A50ETF Huabao (159596) experienced a volume increase with a rise of 0.09% and a transaction amount of 87.56 million yuan as of March 25 [1] - The Shenyin Wanguo strategy team believes that the A-share market will favor defensive thinking in Q2, focusing on high-dividend assets that provide both absolute and relative returns [1] - The market is expected to see a reconstruction of valuations due to the transition of the domestic economy and the implementation of various policies, leading to gradual improvement in the economic fundamentals [1][2] Group 2 - Short-term market strategies suggest avoiding high-leverage and high-valuation small-cap tech stocks while focusing on safe assets like non-ferrous metals, military, and nuclear power due to increased macroeconomic uncertainties [2] - The current earnings disclosure period is critical, with potential investment opportunities in sectors showing strong performance or new catalysts, particularly in technology and consumer sectors [2][3] - The real estate sector shows signs of stabilization, which, along with other domestic demand components, could drive the next upward movement in the market [3] Group 3 - Investors are encouraged to consider A50ETF Huabao (159596) and its off-market linked funds for investment opportunities [4] - The formation of a MACD golden cross signal indicates positive momentum in certain stocks [5]