长城基金尤国梁：持续看好军工板块

Group 1 - The A-share market has experienced adjustments in September, reflecting a positive overall market sentiment despite previous accumulated pressure [1] - Domestic "anti-involution" policies are gaining traction, leading to a recovery in residents' risk appetite and a gradual shift of funds from the deposit market to the capital market [1] - The expectation of interest rate cuts by the Federal Reserve is increasing, suggesting a continuation of global liquidity easing [1] Group 2 - Investment opportunities are being highlighted, particularly in the military industry, with expectations of continued interest due to upcoming events and contracts [1] - The next key focus for the military sector is the 100th anniversary of the army in 2027, which may attract long-term capital [1] - In the AI sector, attention is shifting towards application opportunities in consumer electronics and robotics following a general increase in computing power [1]