HUAYOU COBALT(SH:603799) Sou Hu Cai Jing·2025-10-03 12:22Group 1 - The article highlights the strong performance of the ChiNext index in September, prompting discussions on stock strategies for October [1] - Four stocks, Hikvision, Zhaoyi Innovation, Huayou Cobalt, and Luoyang Molybdenum, are identified as "golden stocks" for October, with Huayou Cobalt noted for a significant 37% increase in September [3] - The focus for October is on three main themes: technology, "anti-involution," and third-quarter earnings reports, with specific sectors like AI computing, semiconductor self-sufficiency, and solid-state batteries being emphasized [3] Group 2 - Investment strategies suggest avoiding blind chasing of stocks that have already surged, like Huayou Cobalt, and instead focusing on stocks with stable fundamentals that have not seen excessive price increases [4] - Investors are advised to concentrate on one main theme, either technology or "anti-involution," rather than diversifying too broadly across multiple sectors [4] - The third-quarter earnings reports are seen as a critical indicator, with recommendations to research stocks that are expected to exceed earnings expectations, particularly in the semiconductor and brokerage sectors [4]