Core Viewpoint - A-shares experienced a strong performance with significant gains across major indices, indicating positive market sentiment and potential investment opportunities driven by macroeconomic policies and structural reforms [1] Market Performance - The Shanghai Composite Index rose by 0.71% to close at 3950.31 points, marking a 10-year high - The Shenzhen Component Index increased by 2.02% to 13289.18 points - The ChiNext Index surged by 3.57% to 3171.57 points - The total trading volume in Shanghai, Shenzhen, and Beijing reached 1.99 trillion yuan, showing a substantial increase compared to the previous trading day [1][1][1] Sector Performance - Key sectors that saw significant gains included electronic components, semiconductors, and computer hardware - Notable concept sectors included CPO (optical modules), memory storage, selected components, and high-frequency PCBs, which performed exceptionally well [1][1][1] Policy Impact - The recent Fourth Plenary Session of the 20th Central Committee of the Communist Party of China is expected to provide clarity on the medium to long-term direction for the A-share market - According to Zhongyin Securities, the session's core significance lies in reinforcing structural certainty and aligning macro policies to support the upward movement of A-share market levels - The upcoming "14th Five-Year Plan" is anticipated to reshape the investment themes and valuation systems in the capital market [1][1][1]