十月机构调研路线图浮现：聚焦基本面和战略布局内需与科技成后市配置焦点

Core Insights - Institutional research has focused on 46 stocks in October, with companies like Rongbai Technology, Huicheng Environmental Protection, and Juliy Rigging gaining significant attention [1] - The fundamental performance and future strategic planning of these companies are key areas of interest for institutions [1] Industry Focus - The sectors attracting institutional interest include machinery, automotive, basic chemicals, and electrical equipment [1] - Despite short-term market fluctuations, there is a clear expectation of improved corporate profitability and supportive policies [1] Investment Outlook - The domestic demand sector is expected to outperform in the short term, while the technological revolution and manufacturing recovery are seen as the main investment themes for the medium to long term [1] - Investors are advised to balance short-term defensive strategies with medium to long-term investments in cutting-edge industries [1]