GigaDevice(SH:603986) Zhong Guo Zheng Quan Bao·2025-10-08 20:47Group 1 - The core focus of the news is on the performance and recommendations of stocks by various brokerages for October, with a particular emphasis on the stock "兆易创新" (Zhaoyi Innovation) which received recommendations from five brokerages, making it the most favored stock during this period [1][2] - Nearly 200 stocks have been included in the October "golden stock" list by brokerages, indicating a strong interest in the market and potential investment opportunities [1][2] - The electronic industry has the highest representation in the "golden stock" recommendations, with 27 stocks, followed by the power equipment industry with 25 stocks, showcasing sectoral preferences among brokerages [2] Group 2 - The performance of the September "golden stocks" was notable, with over half of the 301 stocks achieving positive returns, indicating a successful selection by brokerages [2][3] - Specific stocks like "协创数据" (Xiechuang Data) saw significant price increases, with a remarkable 81.70% rise in September, highlighting the potential for high returns in selected stocks [3] - Analysts predict a new upward momentum in the A-share market post-holiday, driven by favorable macroeconomic conditions and upcoming significant policy meetings [4][5] Group 3 - The focus on technology stocks is expected to continue, with analysts suggesting a shift towards stocks that have previously underperformed but are now showing signs of earnings upgrades [4] - The demand for lithium and cobalt, essential materials in the energy storage supply chain, is anticipated to grow due to the increasing penetration of new energy vehicles and advancements in battery technology [5] - Copper is highlighted as a critical material for semiconductor manufacturing, expected to benefit from the high demand cycle in the semiconductor industry and the acceleration of AI infrastructure development [5]