宏观策略周报：10月经济运行总体保持回升向好态势，11月LPR报价维持不变

Group 1 - The overall economic operation in October has shown a recovery trend, with multiple economic indicators improving since September, and positive factors in the economy continuing to increase [2][9][10] - The People's Bank of China announced that the loan market quotation rate (LPR) for November remains unchanged, with the one-year LPR at 3.1% and the five-year LPR at 3.6% [3][19] - The State Council is promoting a new development pattern that emphasizes domestic circulation as the mainstay while facilitating the dual circulation of domestic and international markets [18] Group 2 - Investment opportunities are highlighted in sectors such as technology, securities, and consumption due to the implementation of a package of policies aimed at boosting the economy and domestic demand [5][33] - There is a focus on industries related to new quality productivity and opportunities arising from mergers and acquisitions among central state-owned enterprises [5][33] - The report emphasizes the importance of developing a multi-level market system to support technological innovation and long-term investments [13][14]