帮主郑重聊透：下周一15点金融大佬齐聚，“924”行情能盼吗？

Core Viewpoint - The upcoming financial conference is generating significant market interest, with speculation about potential policy announcements similar to last year's "924" event, which revitalized market confidence [1][3]. Group 1: Market Context - The "924" event last year involved the introduction of new monetary policy tools that injected liquidity into non-bank institutions and encouraged stock buybacks, leading to a surge in market activity [3]. - This year, the context is different due to the conclusion of the "14th Five-Year Plan," which will not only summarize past financial achievements but also set the direction for future policies [3]. Group 2: Policy Expectations - The financial policies expected to be discussed will focus on supporting the real economy, including technology finance, green finance, and inclusive finance, aimed at alleviating corporate difficulties and providing industry support [3]. - There is cautious optimism regarding the potential introduction of new liquidity tools or methods, as the total quota for supporting the capital market was merged to 800 billion yuan earlier this year [3]. Group 3: Investment Signals - Investors should pay attention to three key signals: the introduction of unexpected liquidity tools, the promotion of long-term capital from insurance and foreign investments, and the effective alignment of real estate and consumption policies [4]. - The focus on stable policies, reasonable valuations, and strong fundamentals will continue to present investment opportunities, particularly in sectors like technology and high-end manufacturing that receive government support [4].