Qianhai Open Source Yang Delong published an article arguing that the 2026 bull market will enter a new stage to seize the investment opportunities brought by technological innovation. If before 4,000 points is the first stage, and the general market establishes a bullish trend, then after 4,000 points, it enters the second phase. Technology stocks are still one of the main lines of investment. Sectors such as new energy, consumption, military, and non-ferrous metals will rotate their performance, and the market style will continue to change. Technology stocks may still be one of the leading sectors, but internal divisions will occur. Technology stocks that have actually achieved technological breakthroughs and received orders are expected to continue to perform, while technology stocks that rely only on concepts and lack actual order support may pull back. The capital market is expected to shift from the current structured bull market to a broader bull market in 2026, with more sectors rotating up. The rotation order of “small deng-medium deng-old stock” may be more clearly reflected in 2026.

Qianhai Open Source Yang Delong published an article arguing that the 2026 bull market will enter a new stage to seize the investment opportunities brought by technological innovation. If before 4,000 points is the first stage, and the general market establishes a bullish trend, then after 4,000 points, it enters the second phase. Technology stocks are still one of the main lines of investment. Sectors such as new energy, consumption, military, and non-ferrous metals will rotate their performance, and the market style will continue to change. Technology stocks may still be one of the leading sectors, but internal divisions will occur. Technology stocks that have actually achieved technological breakthroughs and received orders are expected to continue to perform, while technology stocks that rely only on concepts and lack actual order support may pull back. The capital market is expected to shift from the current structured bull market to a broader bull market in 2026, with more sectors rotating up. The rotation order of “small deng-medium deng-old stock” may be more clearly reflected in 2026.