Institution optimistic about A-share market performance at the start of the Year of the Horse.

The first trading day of the Year of the Horse A shares is approaching. During the Spring Festival long holiday, overseas markets rebounded slightly. US stocks stopped falling and rebounded, with commodities performing strongly, as crude oil, gold, and copper prices rose significantly. In terms of Chinese assets, the FTSE China A50 index futures rose, while the main Hong Kong stock indexes fluctuated and consolidated. Analysis of institutional strategy reports believes that historically, the "Spring Festival effect" of A-shares is significant, with post-holiday capital inflows driving market recovery, and A-shares are expected to start positively. Additionally, during the 2026 Spring Festival long holiday, most global stock markets rose, with overseas funds maintaining high risk appetite. In terms of industry trends, holiday dynamics continue to ferment in technology sectors such as robots and domestic large models, so institutions hold an optimistic view on the performance of the post-holiday A-share market.