V-Test(SH:688372) Zheng Quan Shi Bao Wang·2024-10-21 00:38Group 1 - The core viewpoint is that the "revaluation bull" mid-term logic remains intact, with ongoing policy clues being validated [1] - The market is currently in the second phase of a bull market characterized by a "tug-of-war," suggesting that investors should maintain strategic patience as the establishment of fundamental recovery expectations requires more conditions and time [1] - The market is advised to focus on three key lines: prosperity, revaluation, and technological innovation, while looking for opportunities during dips [1] Group 2 - Overall corporate profitability in the third quarter is likely to face certain pressures, but some industries may see early improvements due to seasonal demand and policies stimulating sectors like home appliances and automobiles [1] - Specific sectors to watch include: 1) Consumption: home appliances (domestic demand recovery), aquaculture, education, and some innovative pharmaceuticals 2) Technology: optical modules, Apple supply chain, and certain semiconductors 3) Manufacturing: automobiles, lithium batteries, shipbuilding, tires, engineering machinery, and power grid equipment 4) Cyclical: precious metals and some price-increasing chemical products (vitamins/TMA, etc.) 5) Stability: hydropower 6) Finance: banks and insurance [1] - The focus is on the direction of military industry, information technology innovation, and CXO as potential areas for reversal from current difficulties [1]