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华泰证券:适度向低位板块做切换 10月将迎来政策及业绩布局窗口期
Di Yi Cai Jing·2025-09-28 23:39

Core Viewpoint - The A-share market has entered an upward platform period, with investor sentiment leaning towards risk aversion before the holiday, but a potential recovery in trading willingness post-holiday due to reduced macro uncertainties [1] Market Analysis - The market is expected to experience a period of low-volume fluctuations as the positive feedback from capital continues and the fundamentals improve [1] - After the holiday, there is a window for policy and performance layout as investor trading willingness is likely to recover [1] Investment Strategy - Investors are advised to make slight adjustments to their positions, focusing on low-position sectors such as Hong Kong technology, domestic computing power, and robotics [1] - The report highlights the importance of sectors benefiting from "anti-involution," including chemicals, batteries, and leading consumer goods companies [1]