Group 1 - The A-share market experienced mixed performance, with the ChiNext index rising over 1% and the Shanghai Composite Index stabilizing above the 3850-point mark [1][2] - The liquidity environment remains loose, with continuous inflow of funds into the equity market, supported by the gradual shift of household savings towards capital markets and increased foreign investment in A-shares [1][2] - The market is currently in a phase of rebalancing and expectation reconstruction, with a divergence between economic recovery and bullish sentiment [2] Group 2 - The market is expected to maintain a steady upward trend in the short term, with a focus on policy, capital flow, and external market changes [1] - The upcoming National Day holiday is anticipated to lead to a seasonal decline in market activity, but the orderly implementation of policies this year is expected to support performance post-holiday [2]