节后A股有望迎“开门红” 结构性机会或进一步增多

Group 1 - The global stock markets remained stable during the National Day holiday, providing a solid external foundation for the A-share market's opening in the fourth quarter [2][3] - The U.S. stock market saw slight increases, with the Dow Jones, Nasdaq, and S&P 500 indices rising by 0.44%, 0.57%, and 0.39% respectively from October 1 to October 7 [2] - The semiconductor sector was a focal point for investors, with the Hong Kong semiconductor index rising by 10.34% during the holiday period, and several stocks reaching historical highs [4][5] Group 2 - Analysts expect a resurgence of active funds in the A-share market post-holiday, with increased local bullish momentum and more structural opportunities [3][7] - The Chinese technology sector is identified as a core investment theme, with expectations of upward breakthroughs and the emergence of "DeepSeek" moments in various fields [8] - Investment strategies should focus on three main lines: technology industry, "anti-involution" themes, and sectors benefiting from stock market rises, such as brokerage and financial technology [8]