Group 1 - The report indicates that the market has shown signs of recovery, with the Shanghai Composite Index closing at 3,326.46 points, reflecting a weekly increase of 1.81% and a trading volume of 28,996.26 billion yuan [2][19] - The report highlights that small-cap stocks and restructuring stocks have performed better, while the overall market sentiment remains cautious, with trading volumes declining [2][19] - The report emphasizes the importance of a long-term investment mindset, focusing on sectors with advantageous performance and valuation, while gradually increasing investments and using trading as a supplementary strategy [2][19] Group 2 - The report presents the current price-to-earnings (PE) ratios for various indices, with the overall A-share market at 18.51 times, indicating potential for valuation recovery [33] - It notes that the market is currently characterized by a lack of clear direction, with ongoing geopolitical risks and macroeconomic data recovery at a slow pace [34] - The report suggests that the end of the year is a period of intensive policy meetings, which could serve as significant drivers for market direction and investment opportunities [34]
市场周报：关注政策事件驱动
Shanghai Aijian Securities·2024-12-02 03:47