帮主郑重：年底“算账”时，跨年“播种”季！

Core Insights - The end of the year is a critical "sowing period" for investors, as it can determine the returns for the following year [1] - Major institutions have indicated that the market is entering a key window for cross-year positioning, suggesting that now is the time to invest rather than waiting for clearer conditions [3] Investment Directions - "New Stories" refer to sectors aligned with the future development focus of the country, such as artificial intelligence, embodied intelligence, aerospace, and quantum technology, which are part of the "14th Five-Year Plan" [3] - "Old Friends" include familiar sectors like manufacturing, resources, and consumption, which are expected to benefit from policies that optimize industry competition and a recovery in global demand [3] Investment Strategy - A "core + satellite" strategy is recommended, where a portion of the portfolio is allocated to "Old Friends" for stable returns, while another portion is invested in "New Stories" for potential high returns [4] - Patience is emphasized, as investment is likened to a marathon rather than a sprint, and careful planning during this period can lead to a successful start in the new year [4]