The market continues to recover, with the Shanghai Composite Index standing above 3900. The Shanghai Enhanced ETF (563930) rose by 1.64%, highlighting the advantages of quantitative strategies

The market continues to recover, with the Shanghai Composite Index rising 1.3% to return to 3,900 points, and the Shanghai Enhanced ETF (563930) increasing by 1.64%. Market hotspots are rapidly rotating, with sectors such as non-ferrous metals and computing power performing strongly. Hualong Securities pointed out that the expectation for market stability remains unchanged, liquidity is abundant, and the fundamental outlook is stable, which is expected to bring about allocation opportunities in the future. Guangdong Development Securities believes that the current market adjustment is a release of pressure, and they are optimistic about A-shares in the long term, suggesting attention to sectors related to supply-demand improvement and technological self-reliance. Looking ahead to 2026, policies and economic fundamentals are expected to resonate