Group 1 - The market is expected to enter a new upward momentum in October, referred to as "Red October," following a period of consolidation since September, with easing crowding pressure and a focus on third-quarter reports [1][2] - Key drivers for the fourth quarter A-shares include policy support and liquidity, with a more balanced market style expected to revolve around technology growth and "anti-involution" narratives [1][2] - The technology sector is anticipated to have significant catalytic effects leading up to spring 2026, although there may be short-term price-performance issues [1][3] Group 2 - Recent global monetary and fiscal easing policies have created a positive macro environment for the A-share market, with global risk assets performing well during the holiday period [1][2] - The AI industry has seen significant advancements, boosting market confidence in AI computing power, storage, and applications, which are expected to drive investment opportunities [1][2] - The fourth quarter is likely to witness a strong performance in sectors benefiting from domestic demand recovery and overseas investment, particularly in resource-related and technology-driven industries [4]
A股分析师前瞻：新一轮上行动能或在蓄势，“红十月”可期
Xuan Gu Bao·2025-10-08 13:55