事件冲击逐步缓解，指数企稳回升

Group 1 - The REITs index experienced a decline of 0.4% last week, closing at 1041.51, with significant performance variation among sectors, particularly strong in municipal environmental and consumption REITs [5][6][11] - The market sentiment has gradually stabilized after the impact of third-quarter report disclosures, with the REIT index rebounding from a low of 1030 points [5][6] - The new infrastructure and municipal environmental sectors showed higher trading volumes, with average daily trading volume at 5.75 billion, indicating a marginal increase in market activity [5][6][11] Group 2 - The report highlights that the current market sentiment remains fragile, suggesting a cautious approach for institutional investors regarding entry timing [6][11] - The report notes that the second half of the year has seen a weakening sentiment in the REIT market compared to the first half, influenced by project listings, unlockings, and expansions [6][11] - The report emphasizes that the opportunities arising from the oversold market conditions, along with institutional allocation needs, are crucial for supporting the REIT market [6][11]