这两天A股最炸裂的瓜，实锤了……

Market Overview - A-shares experienced a rebound after a recent decline, with major indices closing in the green: Shanghai Composite Index up 0.41%, Shenzhen Component Index up 0.84%, ChiNext Index up 0.97%, and the Northbound 50 up 0.31% [1] - The total market turnover reached 2.12 trillion yuan, an increase of 233.5 billion yuan compared to the previous day [1] Regulatory Impact - Recent news regarding new trading regulations, including delayed trading reports and the requirement for brokers to clear all client-specific devices within three months, has raised concerns about trading fairness and system stability, particularly affecting quantitative trading [1][2] - If the regulatory measures targeting quantitative trading are implemented, it could significantly enhance market trading fairness, which is viewed as a long-term positive for the market [2] Market Sentiment - Following three consecutive days of decline, the market entered an oversold territory, leading to a natural rebound as short-sellers' strength weakened [4] - The increase in trading volume, surpassing 2.1 trillion yuan, indicates that bottom-fishing capital is becoming active, suggesting potential for continued market rebound if volume remains stable [4] Economic Context - Recent significant events include the Central Political Bureau meeting and the Central Economic Work Conference, which set the tone for economic policies in 2026, emphasizing proactive fiscal policies and moderately loose monetary policies [5] - The Federal Reserve's decision to cut interest rates by 25 basis points has also contributed to market volatility, but the market may enter a chaotic phase as these events unfold [5] Investment Strategy - As the year-end approaches, the market typically experiences tighter liquidity, making operations more challenging; investors with low risk tolerance are advised to manage their positions carefully [6] - A balanced investment strategy focusing on sectors such as commercial aerospace, artificial intelligence, and consumer goods is recommended, allowing for both offensive and defensive positioning in response to market conditions [6]