每周主题、产业趋势交易复盘和展望：谷子经济景气出圈，政策支持跨境电商

Market Review - The market performance from November 25 to November 29 showed a mixed trend with the Shanghai Composite Index closing at 3326.46, reflecting a slight increase of 0.93% [5][7] - The trading volume for the week indicated a significant fluctuation, with the total market capitalization reaching approximately 6638.52 billion [7][10] Market Style Performance - Small-cap stocks outperformed large-cap stocks, with the Wande Micro Index rising by 6.59% and the ChiNext Index increasing by 2.23% [9][11] - Growth stocks showed a slight recovery, indicating a shift in market sentiment towards growth-oriented investments [15][16] Industry Trends and Outlook - The report highlights strong consumer themes, particularly in sectors like multi-child policies and duty-free shopping, driven by supportive government policies [26] - The digital finance sector is gaining traction with the release of a new action plan by multiple regulatory bodies aimed at promoting high-quality development in digital finance [26] - Cross-border e-commerce is also emphasized, supported by government initiatives to reduce logistics costs and enhance export capabilities [26] Industry Events Outlook - Several key industry conferences are scheduled, including the Digital Technology Ecological Conference and the Global Automotive Chip Innovation Conference, which may influence market dynamics [27] M&A Dynamics - The report notes 22 significant M&A activities involving listed companies, with 2 completed and 3 under review by regulatory authorities [28] - Notable transactions include the acquisition of a 50% stake in a subway technology company by a local state-owned enterprise, valued at 1.40 billion CNY [28]