从高层指示，看行业机会

Group 1 - The article discusses the potential impact of the Chinese yuan challenging the 7.0 exchange rate on the investment market, noting that the yuan's appreciation is driven by year-end cross-border capital flows and strong export performance from Chinese companies [3] - The lack of official statements from authorities regarding the yuan's appreciation may indicate a tacit approval, suggesting that the market should interpret this silence as a form of policy stance [3] - The article highlights that foreign capital is reassessing Chinese assets, particularly with the approach of the 2026 New Year, which could lead to increased investment interest in Chinese assets, especially in the Hong Kong market [3] Group 2 - The article emphasizes that the recent pullback in Hong Kong stocks has created potential investment opportunities, suggesting that the market may be undervalued [3]