利好都摆在了桌面上，创新高需更大支撑力

Group 1 - The current market sentiment is improving, largely influenced by Trump's softened stance on China, with potential visits to China in early 2024 [3] - The U.S. strategy is shifting from direct confrontation to a more conciliatory approach, while still applying targeted pressure on strategic industries [3] - The market has largely priced in the positive sentiment from Trump's recent comments, raising concerns about potential overextension [3][4] Group 2 - Investors are questioning the possibility of further unexpected positive developments, particularly looking towards the upcoming Federal Reserve meeting for potential rate cuts [4] - The market is anticipating a 25 basis point rate cut, which may not provide the expected excitement or momentum for further market breakthroughs [4] - The interconnectedness of U.S. and Chinese stock markets, especially in the tech sector, suggests that any downturn in U.S. markets could also negatively impact A-shares [4]