刘煜辉重磅研判：反内卷促A股跃升新台阶，4000点可期！一文汇总

Group 1 - The core task of the highest decision-making meeting has elevated the goal of anti-involution, which is expected to enhance market confidence through effective policy execution [2] - The current market sentiment is rapidly warming, with investors showing significant confidence in the return of "pro-cyclical style" as the anti-involution policy becomes clearer [4] - The annual investment in the childcare subsidy program has exceeded 100 billion, indicating strong fiscal support for young families and potential for stimulating domestic demand [3] Group 2 - The pro-cyclical sectors, which are highly represented in the A-share market, are expected to gain significant relative advantages as policies shift [2] - The institutionalization and circulation of data assets are seen as key directions for constructing a new factor system, which may drive the digital economy transformation [5] - High-end manufacturing, particularly in robotics and solid-state battery industries, is anticipated to achieve rapid breakthroughs in commercialization and industrialization [6] Group 3 - The current capital market in China is nurturing a "low wavelength flow" new bull market, driven by trust accumulation rather than emotional outbursts [7] - The market's main trend is determined by investor confidence and risk appetite, rather than sustained profit growth [7] - The expectation of a policy shift towards pro-cyclical assets may lead to a revaluation of the bond market as a "deflation asset" [4]