“红十月”可期！A股开市在即 五大券商最新研判

Group 1 - A-shares are expected to perform well after the "Eleventh" holiday, supported by global monetary and fiscal policy easing and the arrival of the third-quarter report trading window [2][4] - The AI industry has seen significant catalytic events during the holiday, boosting market confidence in AI computing power, storage, and applications [2][3] - The market is anticipated to maintain a trend of gradual upward movement, with improved risk appetite and favorable liquidity conditions [2][4] Group 2 - Analysts suggest focusing on technology growth sectors, particularly in AI, innovative pharmaceuticals, and military industries, as these areas are expected to provide substantial investment opportunities [4][5] - The "anti-involution" theme is gaining traction, with resources likely to concentrate on high-quality enterprises, enhancing resource allocation [4][5] - The real estate sector is expected to benefit from forthcoming supportive policies, presenting potential recovery opportunities for undervalued stocks [5]