每周主题、产业趋势交易复盘和展望：经济会议中的产业趋势线索

Market Review - The Shanghai Composite Index closed at 3391.88, down 2.01% from the previous week, with a trading volume of 850.71 billion [7][9] - The average trading volume for the entire A-share market reached approximately 1.93 trillion, close to the recent 50-day average [9] Market Style Performance - The "barbell" characteristic continued, with small-cap stocks showing significant positive returns while growth stocks faced pressure [12] - The performance of various indices showed a mixed trend, with the Wind Micro Cap Index up 3.18% and the ChiNext Index down 1.40% [12][14] - Small-cap stocks maintained an advantage over large-cap stocks, with relative returns fluctuating between 7% and 11% [14][17] Industry Trends and Outlook - Strong sectors this week included humanoid robots, AI applications, and policies supporting ice and snow tourism [30] - The report highlighted the importance of new consumption trends such as pet economy and multi-child policies, supported by government initiatives [30][31] - The focus for mid-term industry allocation includes promoting domestic circulation, technological self-reliance, and expanding openness [31] Central Economic Work Conference Insights - The conference emphasized boosting consumption, enhancing investment efficiency, and expanding domestic demand [34] - Key tasks include leveraging technology innovation to lead new productivity development and expanding high-level openness [34] Upcoming Industry Events - Notable upcoming events include the 2024 Communication Industry Conference on December 18 and the International AI and Robotics Conference on December 20-21 [36]