下周A股，布局时机！

Market Overview - A-shares exhibited a trend of shrinking volume and fluctuations from December 1 to 5, with the Shanghai Composite Index rising by 0.37%, the Shenzhen Component Index increasing by 1.26%, and the ChiNext Index up by 1.86% [1] - The overall sentiment in the A-share market showed a structural characteristic of "index stabilization and recovery, shrinking trading volume, moderate leverage funding increase, and weakening southbound capital" [1] - The average stock price across the A-share market increased by 0.72% [1] Sector Performance - The commercial aerospace sector stood out this week, with stocks in this area experiencing significant upward movement and becoming a focal point for capital [1] - CICC noted that the global commercial aerospace sector is thriving, driving a continuous increase in rocket launch demand, suggesting investors pay close attention to developments in this field [1] IPO Highlights - The listing of Moore Threads, a leading domestic full-function GPU company, attracted significant market attention, with its share price soaring over 425% on the first day of trading, setting multiple historical records in the A-share market [2] - The closing price of Moore Threads was 600.5 yuan per share, resulting in a profit of approximately 243,100 yuan for investors who subscribed to one lot, marking the highest profit on the first day of an A-share IPO [2] Market Outlook - Guolian Minsheng anticipates that the spring market rally typically begins between late December and mid-January, with the median start point being 11 trading days before the holiday [2] - According to招商证券, the end of the year and the beginning of the new year will see an increase in incremental capital, making December a prime time for positioning [2] Policy and Economic Indicators - The market is approaching a policy window in December, with expectations for the "14th Five-Year Plan" recommendations to be implemented, and an expansion in the scale of special bonds anticipated [3] - The upcoming Federal Reserve meeting on December 10 is expected to influence market liquidity, with a potential rate cut anticipated [3] - Key economic data releases in December include import and export figures, CPI and PPI data, and financial indicators such as new RMB loans and social financing scale [4][5][6][7]