帮主郑重盘前策略：十月开门红？节后首日盯紧这三条线

Core Insights - The market's performance after the National Day holiday is crucial for the sentiment in the fourth quarter, with a focus on trading volume and sector movements [1] Market Performance - Pre-holiday trading was cautious, with transaction volume dropping to 2.1 trillion, which may indicate that most funds have exited, leaving behind committed investors [3] - The key indicator for today is whether trading volume can exceed 2.3 trillion; a significant increase would suggest a return of funds into the market [3] Sector Focus - Three main sectors to watch: - Technology growth, particularly semiconductors and humanoid robots, which have seen institutional buying [3] - New energy, with strong performance in batteries and energy storage, supported by favorable overseas policy news [3] - Large financial institutions, especially brokerages, which may lead the market if trading volume increases [3] Trading Strategy - Caution is advised on the first trading day post-holiday due to potential volatility; it is recommended to wait for market stabilization before making moves [3] - Position management is emphasized, suggesting a holding level of 50-60% initially, with a gradual increase to 70% if the index stabilizes above 3830 points [3] Investment Rhythm - The importance of finding the right investment rhythm is highlighted, with a focus on where funds are flowing—whether into technology or undervalued sectors [4]