就市论市丨农业银行再创历史新高 红利资产会阶段性成为市场主线吗？

Core Insights - The market has seen a significant rally in large-cap stocks, particularly in the banking and coal sectors, indicating a shift in market style [1] - The focus remains on defensive strategies as the third-quarter earnings reports are set to be released, prompting investors to pay attention to the alignment of valuations and performance [1] Group 1 - Large-cap stocks have been performing well, with notable increases in the banking and coal industries [1] - The market style is changing, suggesting a potential shift in investment strategies [1] - The upcoming third-quarter earnings reports will be crucial for assessing investment opportunities [1]