Market Trends - The market is expected to experience a rebound that will last until mid-December, similar to the pattern observed last year [1] - Historical data indicates that from late November to mid-December, the market often shows positive performance, but a turning point typically occurs around December 12 [3][4] Short-term Trading Dynamics - In 2023, the market from September to December was characterized by a short-term bull market, particularly in the North Exchange, which outperformed the main board [2] - The 中证1000 index reflects the overall performance of small and medium-sized stocks, showing a significant decline from 6091 points to 4177 points between December 12, 2023, and February 3, 2024 [2] Historical Patterns - The analysis of December trends from 2021 to 2023 reveals a consistent pattern where the market performs well until mid-December, followed by a downturn after significant meetings [3][4] - Major meetings held in December often lead to market stability before the events, but subsequent reactions can result in pessimism once the events conclude [3] Industry Focus - The focus for the upcoming rebound will be on the sectors mentioned in the upcoming meetings, particularly AI applications and the integration of digital and real economies [4][5] - Consumer spending is increasingly emphasized, with expectations for measures to stimulate consumption in the coming year [4] Conclusion - The market is entering a rebound phase, with the core of the market dynamics centered around the industries likely to be highlighted in the upcoming meetings, especially AI applications [5]