国庆长假将至，A股市场如何布局？

Market Performance - A-shares showed strong performance on September 25, with major indices rising, particularly driven by the significant increase in the stock price of CATL, which led the ChiNext Index to rise over 2% at one point [1][3] - The overall market sentiment remains cautious, with a slight increase in trading volume to 2.39 trillion yuan [1][3] Sector Performance - There is a clear divergence among sectors, with technology stocks favored over consumer stocks [1][10] - The semiconductor, electronic devices, communication equipment, and consumer electronics sectors saw notable trading activity, with 23 stocks exceeding 10 billion yuan in trading volume [5] Individual Stock Highlights - CATL's stock price rose over 4% during the day, briefly surpassing Kweichow Moutai in market capitalization [5] - Other notable stocks include Luxshare Precision, which saw a slight decline of 2.08%, and Zhongji Xuchuang, which increased by 2.62% [6] Investment Sentiment - Investors are expected to adopt a cautious approach ahead of the National Day holiday, with many likely to reduce positions to avoid potential uncertainties [2][12] - The market is anticipated to maintain a localized trend in the coming days, with a focus on sectors like new energy and robotics [12][13] Future Outlook - Analysts suggest that the market may experience volatility as it approaches the holiday, with expectations of a narrow trading range between 3,750 and 3,900 points [12][13] - The long-term outlook remains positive, with structural trends favoring technology and high-end manufacturing sectors [12]