全球大类资产风险偏好回暖 A股“红十月”行情可期

Group 1 - The global risk appetite has shown signs of recovery, creating a positive macro environment for the A-share market post-holiday [1][3] - Major global risk assets, including US stocks, Japanese stocks, and gold, reached historical highs during the holiday period, indicating a strong performance in the global market [2][3] - The focus of market trends during the holiday was primarily on the resource and AI sectors, with significant developments in the AI industry expected to drive growth in technology stocks in October [2][4] Group 2 - The A-share market is anticipated to experience a "red October," supported by favorable liquidity and risk appetite conditions, as well as the upcoming third-quarter earnings reports [3][5] - The traditional calendar effect suggests that markets tend to rise after holidays, and early trading activity indicates a positive sentiment among investors [3][4] - The technology growth style, particularly in AI, is expected to continue to perform well, with sectors such as AI computing, innovative pharmaceuticals, and high-end equipment manufacturing being highlighted as key areas of focus [4][5]