Group 1 - Over 18 brokerages have released their top stock picks for October, totaling more than 200 stocks, with 176 unique recommendations after deduplication. The most recommended stock is Zhaoyi Innovation, with 4 recommendations, followed by Luoyang Molybdenum with 3 [1] - The electronics sector continues to lead in recommendations with 28 mentions, followed by power equipment (14), and automotive (13). Other sectors with notable mentions include machinery, non-ferrous metals, and computers [2][3] - The technology sector remains a market focus, with structural profit highlights and policy benefits supporting its position. Analysts suggest a shift towards previously lagging stocks within the tech category as earnings reports approach [3] Group 2 - Analysts express optimism for the post-holiday market, citing historical trends of market recovery after the National Day holiday. Current market valuations are deemed reasonable, suggesting a likely upward trend [4] - Key upcoming events, such as APEC and the Fourth Plenary Session, are expected to catalyze market movements. Analysts recommend focusing on sectors like manufacturing, resources, and military industry [4][5] - In September, some brokerages reported significant returns from their stock picks, with several achieving returns close to or exceeding 10%. The top-performing brokerage for the first three quarters was Guoyuan Securities, with a return of 69.39% [6]
节后买什么？18家券商10月金股出炉 电子板块再度霸榜
Zhong Jin Zai Xian·2025-10-01 10:33