Sou Hu Cai Jing·2025-09-27 00:55Core Viewpoint - The report from Everbright Securities suggests that the A-share market is expected to continue its upward trend after the National Day holiday, supported by historical performance patterns and reasonable market valuations [1] Market Performance - Historically, the A-share market tends to perform well after the National Day holiday as trading activity picks up [1] - The current market valuation is considered reasonable, with no significant overextension observed [1] Investment Strategy - The report recommends focusing on the TMT (Technology, Media, and Telecommunications) sector as a key investment direction [1] - The TMT sector is expected to benefit from several catalysts, including ongoing industrial trends and the potential onset of a Federal Reserve interest rate cut cycle [1] - Recent trends indicate that the TMT sector has already shown relative strength, suggesting that this momentum may continue in the future [1]