黄金突破4000美元/盎司，美股、港股接连调整，A股节后开盘怎么走？

Core Viewpoint - The A-share market is expected to behave differently after the holiday compared to previous years, with a focus on sectors like chips, artificial intelligence, and new energy [1]. Group 1: Gold Market - Gold prices have recently surged, breaking the $4000 per ounce mark, driven by geopolitical risks, expanding U.S. fiscal deficits, and central bank purchases [4]. - Goldman Sachs has raised its gold price forecast for December 2026 to $4900 per ounce, citing continued net purchases by central banks in emerging markets [4]. - China's gold reserves increased to 7.406 million ounces by the end of September, marking the 11th consecutive month of increases [4]. - The gold market's performance during the holiday period has positively influenced the A-share gold and precious metals sector, with significant gains observed in related stocks [5][6]. Group 2: Technology Sector - The U.S. stock market experienced declines, particularly in technology stocks, due to disappointing profit margins reported by major companies, which may impact the A-share technology sector [7]. - Despite potential adjustments in the A-share technology sector, analysts remain optimistic about its long-term upward trend, particularly for companies with strong performance [8]. - The ongoing high demand in the overseas computing power industry is expected to support the domestic technology sector's growth [8]. Group 3: Market Outlook - Analysts predict a "red October" for the A-share market, driven by technological catalysts and long-term policy support [12]. - Opportunities in the A-share market are expected to concentrate in the technology growth sector, with specific attention to digital economy and high-end manufacturing [13]. - The upcoming third-quarter reports are anticipated to focus investor attention on sectors with strong performance indicators, particularly in technology and advanced manufacturing [13].