政策与大类资产配置周观察：关注中美会谈与政治局会议定调

Group 1: Domestic Policy Developments - The State Council has initiated measures to gradually implement free preschool education, emphasizing its importance for long-term development and the well-being of families [10][11][12] - The 2025 World Artificial Intelligence Conference highlighted the rapid development of AI technologies and the need for policy support and talent cultivation to enhance product safety and reliability [12][13] - The People's Bank of China and other departments released guidelines to strengthen financial services for rural reforms, aiming to promote comprehensive rural revitalization [24][27] Group 2: International Policy Developments - The 25th China-EU Leaders' Meeting resulted in a joint declaration on climate change, showcasing the commitment to cooperation in addressing global challenges [18][19][20] - The upcoming third round of trade talks between China and the US is set to take place in Sweden, focusing on mutual economic concerns and cooperation [21][22][23] Group 3: Market Analysis - A-shares have shown a slight upward trend, with the CSI 500 and ChiNext indices rising by 3.28% and 2.76% respectively, influenced by positive economic growth and policy encouragement for long-term capital inflow [25][26] - The MSCI China A-share index increased by 2.07% during the last week of July, reflecting a stable market environment [25] - The premium index for AH shares has decreased to below 124 points, indicating a shift in market dynamics [25]