A股探底回升收红，市场小幅缩量，机构建议考虑均衡配置思路

Group 1 - The market is expected to experience positive momentum in November due to multiple favorable factors, including the completion of annual goals set by the Fourth Plenary Session and anticipated policy support such as consumption subsidies and new productivity initiatives [2] - The opening of the Federal Reserve's interest rate cut cycle provides more room for domestic monetary policy operations, with expectations of the central bank taking measures to counterbalance the expiration of 900 billion MLF in November [2] - The launch of three major broad-based ETFs by Huabao Fund offers investors diverse options to invest in China, tracking the CSI A50, CSI A100, and CSI A500 indices [2][3] Group 2 - The market capitalization of the A50 ETF Huabao is focused on the top 50 core leading companies, while the CSI A100 ETF encompasses the top 100 industry leaders, and the CSI A500 ETF includes a broader range of 500 companies [2][3] - The overall market performance on November 3 showed a slight increase in major indices, with the Shanghai Composite Index rising by 0.55% and the Shenzhen Component Index increasing by 0.29% [1] - The total trading volume in the two markets reached 2.11 trillion yuan, reflecting a decrease of 210.7 billion yuan compared to the previous day [1]