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Market Overview - The market continues to experience fluctuations, with technology stocks undergoing adjustments while individual stock performances dominate [2] - The pharmaceutical sector, which had previously seen significant adjustments, is rebounding alongside consumer goods, becoming a new focus for funds [2] - The Shanghai Composite Index rose by 0.1%, while the Shenzhen Component Index remained flat, and the ChiNext Index increased by 0.22% [2] Pharmaceutical Sector - Pharmaceutical stocks are experiencing a rebound, particularly in cell immunotherapy, innovative drugs, and medical services [4] - Notable stocks include Guangsheng Tang, which hit a "20CM" limit up, and Shutaishen, which rose over 14% [2][4] - The innovative drug sector has been strong in the first half of the year but has seen fluctuations since mid-August [6] Investment Logic in Innovative Drugs - Institutions believe the investment logic for the innovative drug sector may shift from sentiment-driven to fundamentals-driven [7] - Market focus is expected to shift towards leading companies with actual benefits, especially those with established products or strong clinical trial progress [7] - The European Society for Medical Oncology (ESMO) conference, scheduled for October 17-21, 2025, is anticipated to be a key catalyst for the innovative drug sector [7] Quantum Technology Sector - The quantum technology sector is witnessing an uptick, with stocks like Hexin Instruments and Geer Software experiencing significant gains [8] - Recent announcements, including the Nobel Prize in Physics awarded for contributions to quantum mechanics, are expected to enhance interest in quantum technology [9][10] - The global quantum computing market is projected to grow from $1.1 billion in 2022 to approximately $7.6 billion by 2027 [10]