弱势整理 探底回升 周二（1 月 20 日）大盘若是整理，探底回升。截至收 盘，上证综指收于 4113.65 点，下跌 0.01%；深成指 收于 14155.63 点，下跌 0.97%；科创 50 下跌 1.58%； 创业板指下跌 1.79%，万得全 A 成交额共 28042 亿元， 较前一日略有上升。 行业方面，30 个中信一级行业有 17 个上涨，其中石 油石化、建材及房地产涨幅居前，而国防军工、通信 及计算机则跌幅较大。概念方面，特高压、培育钻石、 水泥制造精选及房地产精选等指数表现活跃。 海外市场综述 美国三大股指全线收跌，英伟达、特斯拉跌超 4% 周二（1 月 20 日），美国三大股指全线收跌，道指跌 1.76%，标普 500 指数跌 2.06%，纳指跌 2.39%。3M 公 司跌近 7%，IBM 跌超 4%，领跌道指。万得美国科技七 巨头指数跌 3.06%，英伟达、特斯拉跌超 4%。中概股 多数下跌，晶科能源跌超 12%，世纪互联跌逾 10%。 国内市场综述 新闻精要 1. 何立峰出席世界经济论坛年会并访问瑞士 2. 财政部等五部门密集发布五项财政金融政策 力促 消费投资与产业升级 3. 两部门： ...

新华社快讯：1月20日，国家发展改革委综合司司长周陈在国新办新闻发布会上表示，有关方面正在研 究制定稳岗扩容提质行动和城乡居民增收计划，目的就是增强居民的消费能力，优化消费升级。今年还 将推动实施服务业扩能提质行动，推出一批具有含金量的政策。 ...

Group 1: Core Perspectives - The central economic work conference emphasizes "putting people's livelihood first" and focuses on "doing practical things for the people," marking a shift from macro slogans to specific action plans [1] - The conference highlights key areas such as employment, education, healthcare, elderly care, marriage and childbirth, and safety production, creating a precise task list that addresses the urgent needs of the public [1] Group 2: Employment Initiatives - The conference introduces the "Stabilize Jobs, Expand Capacity, and Improve Quality" action plan as a core measure for stabilizing and expanding employment, outlining a roadmap for current and future employment efforts [2] - "Stabilizing jobs" aims to support enterprises, especially small and medium-sized ones, to maintain operations and prevent large-scale unemployment [2] - "Expanding capacity" focuses on adapting to changes in employment structure, promoting new employment forms, and enhancing job opportunities in emerging sectors [2] Group 3: Quality of Employment - The emphasis on improving the quality of employment involves addressing not only the availability of jobs but also the quality of jobs and the skills of workers [3] - Initiatives include large-scale vocational training aligned with industry needs and mechanisms for reasonable wage growth and labor dispute resolution [3] - Local practices, such as job fairs and post-disaster reconstruction efforts, illustrate the application of these employment quality initiatives [3] Group 4: Marriage and Childbirth Policies - The conference stresses the importance of advocating for a positive marriage and childbirth perspective to stabilize the birth rate in response to demographic challenges [4] - Experts suggest creating a marriage education system in schools to foster a healthy marriage culture among youth [5] - Addressing practical barriers to marriage and childbirth, such as housing and educational pressures, is essential for stabilizing the birth rate [5]