Zheng Quan Shi Bao·2025-11-02 05:58Group 1 - The core view of the articles indicates that the stock market is expected to maintain an upward trend in November, with a focus on technology, energy resources, and other favored sectors by institutions [6][7][8] - In October, the A-share market showed mixed performance, with the Shanghai Composite Index and Northbound 50 Index rising by 1.85% and 3.54% respectively, while the ChiNext Index fell by 1.56% [2] - The top-performing stock in October was Guandun Quantum, which rose over 65%, followed closely by Rongxin Culture and Jiangbolong, both of which also saw significant gains [2][3] Group 2 - The November stock recommendations are heavily concentrated in the electronics, power equipment, and non-ferrous metals sectors, with Tencent Holdings and Zijin Mining being highly recommended by multiple brokerages [4][5] - Tencent Holdings is highlighted for its AI-driven ecosystem transformation and sustainable profit growth, while Zijin Mining benefits from rising gold and copper prices [4][5] - The electronics sector is gaining attention, with companies like Industrial Fulian and Huadian Co. being recommended due to high growth potential driven by AI demand [4][5] Group 3 - The power equipment sector is also popular in November, with Tianqi Materials being recommended by two brokerages, benefiting from rising prices of hexafluorine and electrolytes [5] - Other recommended stocks include those in the communications and home appliance sectors, such as Zhongji Xuchuang and Haier Smart Home [5] - The overall sentiment among brokerages is that the market will continue to be supported by policy drivers and improvements in external conditions, leading to a stable upward trajectory [7][8]