政治局会议传递了哪些信号？

Group 1 - The market experienced a significant rebound, with the All A Index rising by 15.13% this week, driven by a series of favorable policies and increased trading volume, reaching a peak transaction amount of 14,556 billion yuan on Friday [1][8] - The Politburo meeting emphasized the need to implement existing policies and introduce new measures to achieve the annual GDP growth target of 5%, indicating a proactive stance towards economic challenges [2][15] - The meeting highlighted the importance of supporting the real estate and capital markets, aiming to stabilize the housing market and boost capital market confidence to promote domestic demand and economic growth [2][24] Group 2 - The issuance of 5 billion yuan in consumer vouchers in Shanghai is expected to stimulate consumption, alongside the introduction of policies to lower existing mortgage rates, which will further enhance consumer spending [3][10] - The non-bank financial sector is anticipated to benefit from the active capital market, with reforms aimed at improving financing capabilities and increasing stock buybacks, reflecting the sector's significance in the financial system [12][34] - The report suggests focusing on sectors that are sensitive to interest rate changes, such as real estate and related industries, as well as sectors benefiting from AI development and global technology trends [4][26]