招商证券：市场有望重新回到上行通道

Core Viewpoint - The report from China Merchants Securities suggests that as market sentiment returns to a reasonable level, ongoing policy support will stabilize and boost the economy, allowing the market to potentially return to an upward trajectory [1] Group 1: Industry Focus - Key sectors to focus on include those with improved Q3 performance, continuous policy support, and areas expected to benefit from the upcoming U.S. elections [1] - Recommended sectors for investment include electronics (consumer electronics, semiconductors), computers (computer equipment), home appliances (white goods, home appliance components, kitchen and bathroom appliances), automobiles (auto parts, passenger vehicles), and machinery (construction machinery, automation equipment) [1]