从政策和资金看机会何时出现

Group 1 - The core viewpoint emphasizes the upward adjustment of policy rhythm, indicating a potential shift in market sentiment and investment opportunities [3] - The domestic stock market's direction is influenced by three main factors: policy strength and rhythm, funding willingness to increase positions, and macroeconomic fundamentals or the emergence of significant products and news in popular industries [3] - Recent signals of "micro-adjustments" in policy should not be underestimated, as market sentiment has been sensitive to policy changes since early December [3] Group 2 - The article highlights the importance of monitoring the latest news to understand the market's response to potential policy adjustments [3] - The recovery of market activity in December is noted, with a focus on how to interpret the fluctuations and identify turning points [3]