A股：盘后两大利好消息，央妈及时放水救市！大家做好准备，周三将要迎来大反击了！

Market Overview - The A-share market experienced a round of fluctuations, with the Shanghai Composite Index closing at 3865.23 points, down 0.62%, and the Shenzhen Component Index falling over 2% to 12895.11 points. The ChiNext Index dropped nearly 4% to 2955.98 points, indicating a collective decline across major indices [1][2]. Monetary Policy Impact - The People's Bank of China (PBOC) announced a significant liquidity injection of 600 billion yuan through a six-month reverse repurchase operation on October 15, signaling a shift towards a more accommodative monetary policy. This follows a trend of increased liquidity supply, with a net increase of approximately 400 billion yuan since early October [1][2]. - The current monetary policy aims to stabilize liquidity and expectations, which is expected to alleviate short-term funding pressures and improve market sentiment [2][4]. Industry-Specific Developments - The solar energy sector is anticipating new capacity control policies aimed at preventing excessive expansion and unhealthy competition among companies. This shift indicates a move towards quality over quantity in production, which could benefit industry leaders and allow for a reassessment of their growth potential [2][4]. - The energy transition remains a long-term national strategy, and reasonable regulation is expected to foster a healthier industry chain, providing substantial benefits to the currently low-performing solar sector [2][4]. Market Sentiment and Technical Analysis - The combination of liquidity support and favorable industry policies is likely to ease short-term market concerns, with a potential for a rebound if the Shanghai Composite Index holds above 3845 points [4][5]. - The performance of brokerage stocks will serve as a key indicator of market sentiment, as they stand to benefit from the PBOC's liquidity measures. A notable rise in brokerage shares could signal the beginning of a market rebound [4][5]. Investment Strategy - Investors are advised to maintain a cautious approach, focusing on stability. Those holding positions should avoid panic selling as long as their stocks remain above support levels. New investors may consider gradually entering the market, particularly in brokerage and solar sectors, which are expected to benefit from policy support and are currently valued reasonably [4][5].