Global stock markets trigger new opportunities after the Spring Festival, A-shares enter a new long-term bull phase

The Spring Festival holiday has just ended, and global financial markets have experienced a series of notable changes. An important ruling by the U.S. Supreme Court has opened new policy expectations, domestic Spring Festival Gala’s technological elements have ignited market enthusiasm, and international geopolitical situations along with central bank policies are jointly driving commodities higher. These factors intertwine to lay a new foundation for the future development of China’s stock market. At such a moment, investors need to grasp opportunities rationally, just like giving roses to others, leaving a lingering fragrance—helping themselves to seize trends while sharing market dividends.

U.S. Supreme Court Tariff Ruling Opens New Pattern

Recently, the U.S. Supreme Court made a key ruling that declared the tariffs imposed by the Trump administration on reciprocal tariffs and fentanyl tariffs illegal. This decision means many current tariff measures will be forced to adjust or cease, potentially greatly easing global trade tensions.

From an economic perspective, the general decline in tariff levels will directly boost global economic confidence. Last night, the U.S. stock market reversed and rose across the board, with major tech stocks performing strongly, including Google up over 4%, and Apple and Nvidia each rising more than 1%. International stock markets also followed upward, with the FTSE A50 Index surging over 1%. These data fully reflect market optimism about policy improvements.

As a key participant and beneficiary in global trade, the performance of the A-share market deserves attention. Since the market reopened after the holiday, enthusiasm has gradually increased, and it is expected to continue aligning with the positive global market trend.

Spring Festival Gala Tech Elements Explode, AI and Robots Become Focus

This year’s Spring Festival Gala incorporated rich technological elements, especially showcasing robots and artificial intelligence, which attracted widespread attention from capital markets. The Hong Kong stock robot sector responded immediately, with all stocks rising sharply. Domestic AI application sectors also surged, with Zhipu AI up nearly 43%, and MiniMax increasing over 14%, reflecting market expectations for AI technology commercialization.

Behind this enthusiasm is a deep recognition of new productive forces. The exposure of technology during the Gala will accelerate the commercialization of these industries, providing more imagination space for the market.

Precious Metals Strengthen, Geopolitical Factors Provide Support

Meanwhile, oil, gold, and silver also moved higher together. The core drivers behind the continuous rise in precious metals prices include multiple factors: international geopolitical uncertainties, expectations of Federal Reserve rate cuts, and central banks’ ongoing asset accumulation strategies. These factors collectively propelled commodities to perform strongly.

Major global stock indices hit new highs, with Japan, Europe markets reaching historic records again. Against this global backdrop, A-share investors should stay alert and follow the rhythm, aligning with the global market rebound.

New Productive Forces Flourish, A-Share Enters a New Development Stage

From a macro perspective, 2026 marks the beginning of the “14th Five-Year Plan,” and the development of new productive forces has become a key driver of economic growth. The A-share market is entering a new phase characterized by “long bull, slow bull,” which will feature stability and sustainability.

In this context, the market is expected to realize valuation recovery and structural optimization opportunities simultaneously. Technical analysis indicates that the index may break through the broad fluctuation range of 4000-4190 points, aiming for the first target of 4260 points.

Dual Main Lines Emerge, Investment Strategies Need Adjustment

The main lines of the 2026 bull market are gradually becoming clear: one is the big tech bull, including AI applications, semiconductors, robotics, military industry, and aerospace; the other is the long-cycle bull, covering traditional cyclical industries like gold, silver, copper, aluminum, minor metals, rare earths, and petrochemicals. The simultaneous strength of these two lines will provide broader investment opportunities.

Improved macroeconomic expectations and market ecosystem reforms are advancing under dual drives, laying a foundation for a long-term slow bull market. In this trend, investors who follow the momentum and focus on the main lines can share more benefits from the market.

Giving Roses Leaves a Fragrance, Rational Allocation Is Wisdom

Ultimately, the essence of this market opportunity is that when investors follow policy trends and align with market movements for deployment, they can not only generate returns for themselves but also experience the wisdom of “giving roses and leaving a lingering fragrance” through rational decision-making. Those who are already fully invested should hold tightly to the main lines, while those still observing should seize the opportunity to get on board, earning dividends in the new slow and long-term bull phase.

The value of likes and follows lies in sharing information and wisdom. This sharing itself is like giving roses—helping others while leaving a fragrance in your own hands. Driven by the good luck of a bull market, rational investors will reap the rewards they deserve.