反弹未结束！12月行情关注三大重磅事件

Market Overview - The A-share market has shown a recovery trend this week, with major indices posting weekly gains, particularly small-cap and micro-cap stocks, with the ChiNext Index and the Guozheng 2000 Index both rising over 4% [1] - The market is expected to face challenges in the coming weeks due to a performance vacuum and policy vacuum typical of year-end periods, leading to reduced upward momentum [2] Macro Events - Three significant macro events are anticipated in December: 1. The Central Political Bureau meeting, which has historically been held in early December [3] 2. The Central Economic Work Conference, typically convened in mid-December [4] 3. The Federal Reserve's interest rate decision announcement on December 11 [5] Market Dynamics - The market is likely to experience volatility until early December, with the Shanghai Composite Index facing two key resistance levels: the gap from November 21 and the mid-level high of 3967 points from November 20 [6] - The recent drop in trading volume, with the A-share market's turnover falling below 2 trillion yuan for 11 consecutive trading days since November 14, indicates a prevailing cautious sentiment among investors [2] Sector Opportunities - The recovery in the market has been characterized by sector-specific rebounds, particularly in areas with catalytic factors such as lithium batteries and AI hardware [8] - Notable sectors for potential investment include: 1. AI applications and commercial aerospace, both of which have shown strong performance recently [9] 2. The lithium and energy storage sectors, which are experiencing price increases and innovation [10] Investment Strategy - Investors are advised to be cautious, especially in the latter half of next week, and to consider preserving gains from the year if their trading capabilities are limited [10] - The focus should be on core stocks within the identified sectors, as sustained leadership is crucial for the continuation of sector rallies [10]