Group 1 - The focus of the market is on the new five-year plan and the expectation of interest rate cuts by the Federal Reserve, which will guide China's economic direction and provide investment clues for the capital market [1] - The five-year plan emphasizes the importance of technological innovation and R&D investment, shifting from a focus on the ratio of the three industries to transformation and upgrading, as well as the development of the service industry [1] - The Federal Reserve is expected to have two interest rate meetings this year, with a high probability of two rate cuts, which is generally favorable for the performance of risk assets [1] Group 2 - The market experienced a volatile rebound this week, with the Shanghai Composite Index showing an upward shift, breaking through the previous resistance level established since late August [2] - The Shenzhen Component Index lagged slightly due to significant profit-taking on Friday, while trading volume increased compared to the previous week [2] - Market hotspots are concentrated in upstream resource products and cyclical industries, with small and mid-cap stocks leading in gains, while technology stocks underperformed [2]