国泰中证500ETF（561350）涨超1.1%，市场聚焦政策博弈

Group 1 - The core viewpoint of the article indicates that as the Central Economic Work Conference in December approaches, policy signals are likely to focus on structural optimization and stable growth, with fiscal policy expected to adopt a more proactive stance in 2026, the beginning of the 14th Five-Year Plan [1] - The market's attention is expected to be on the fiscal policy expectations from the Central Economic Work Conference, particularly if the deficit rate and fiscal spending intensity align with market expectations, which could create trading opportunities in small-cap, more elastic consumer sectors such as cultural tourism and offline retail [1] Group 2 - The Guotai Zhongzheng 500 ETF (561350) tracks the CSI 500 Index (000905), which covers growth sectors like pharmaceuticals and electronics, featuring a balanced industry distribution aimed at reflecting the overall performance of small-cap listed companies in the A-share market [1]