四大利好来袭，下周反弹稳了！关注三大板块的机会

Core Viewpoint - The A-share market experienced fluctuations this week, but a significant rise on Friday alleviated concerns about a potential second bottom, indicating a positive outlook for the market's medium-term development [1][2]. Policy Developments - The China Securities Investment Fund Association has revised the "Performance Assessment Management Guidelines for Fund Management Companies," requiring at least 40% of performance compensation to be deferred for no less than three years, and mandating that senior management invest at least 30% of their annual performance compensation in public funds managed by their company [2][3]. - The Financial Regulatory Bureau has adjusted risk factors for insurance companies, reducing the risk factor for certain index components, which is expected to bring over 100 billion yuan in incremental funds to the A-share market [2][3]. - The China Securities Regulatory Commission (CSRC) is soliciting opinions on the "Regulations on the Supervision and Administration of Listed Companies," aiming to enhance regulatory classification and support high-quality institutions [3]. Market Performance - The A-share market saw a significant rise on Friday, with the insurance sector index reaching its highest level in 18 years, reflecting positive sentiment towards the medium-term market outlook [7][9]. - Key resistance levels to watch include the December 1 high of 3914 points and the 38.2% retracement level of 3951 points from the previous decline [5][9]. Investment Opportunities - The commercial aerospace sector is highlighted as a key area for investment, with ongoing launch plans and market excitement surrounding potential IPOs [8]. - The optical chip sector, a branch of AI hardware, is showing strong performance, with several companies in the industry gaining traction [8]. - The humanoid robot sector is also noted for its growth potential, with several stocks reaching new highs, indicating strong market interest [8][9].