和讯投顾蒲宇宁：机构节后布局3大方向！年报行情才是真正的大肉

Core Viewpoint - The article emphasizes that the real investment opportunities will emerge during the annual report season, despite the current market index reaching 3800 points, indicating a focus on performance-driven investments by institutions [1] Group 1: Investment Directions - Institutions are expected to focus on three main areas for investment post-holiday: resource sectors, overseas demand, and industries benefiting from reduced competition [1] Group 2: Resource Sector - The resource sector, particularly non-ferrous metals and precious metals, is highlighted as a stable investment choice due to price increases driven by the Federal Reserve's interest rate cuts [1] Group 3: Overseas Demand - The demand from overseas markets, particularly in sectors related to Tesla, Nvidia, and Apple supply chains, is seen as a reliable growth area, despite some trade friction [1] Group 4: Anti-Competition Dynamics - Industries such as photovoltaics, silicon wafers, and chemicals are expected to transition from widespread losses to significant profitability due to production cuts and reduced supply chain inventories, indicating a high potential for recovery [1]