事关科技强国，国常会最新定调｜盘前情报

Market Performance - A-shares experienced an overall increase in the past week, with the Shanghai Composite Index closing at 3424.23 points, up 1.91% [2] - The Shenzhen Component Index rose by 3.73% to 10378.55 points, while the ChiNext Index increased by 5.69% to 2124.34 points [2][3] - 88% of stocks saw gains during the week, with 227 stocks rising over 15% and 10 stocks declining over 15% [2] Sector Performance - The leading sectors included military restructuring concepts, diversified finance, and digital currency, while oil and gas extraction, combustible ice, and gas sectors faced declines [2] International Market Overview - Major U.S. indices also saw gains, with the Dow Jones Industrial Average up 1.00% to 43819.27 points, the S&P 500 up 0.52% to 6173.07 points, and the Nasdaq Composite up 0.52% to 20273.46 points [3][5] - European markets followed suit, with the FTSE 100 rising 0.72%, the CAC 40 up 1.78%, and the DAX up 1.62% [4] Monetary Policy Insights - The People's Bank of China suggested increasing the intensity of monetary policy to guide financial institutions in boosting credit supply, aiming to align social financing growth with economic growth [7][10] - The central bank emphasized the importance of supporting technological innovation and consumer spending while maintaining capital market stability [9][10] Investment Opportunities - Analysts from Open Source Securities remain optimistic about the steady recovery of economic momentum and the valuation recovery of banks, predicting stable bank performance in 2025 [8] - Citic Securities highlighted potential structural opportunities in the market, particularly in technology and financial sectors, as active funds shift focus from pharmaceuticals and consumer goods [18]