智通财经网·2025-11-03 01:48Group 1 - A-shares opened lower with the Shanghai Composite Index down 0.02% and the ChiNext Index down 0.26%, while the controllable nuclear fusion sector showed active performance, and storage chips, cultivated diamonds, and CPO sectors experienced significant declines [1] Group 2 - Huatai Securities indicates a high probability of the index continuing to break upwards, suggesting that the "anti-involution" policy will lead to improvements in related industries [2] - The current bull market is characterized by structural prominence, with concentrated trading directions, implying that future market movements may be influenced by trading structure risks [2] - Following the Sino-US negotiations at the end of October, negative market factors are expected to be digested, potentially leading to a breakout from the current adjustment phase [2] Group 3 - Huajin Securities maintains that a slow bull market and a focus on technology remain unchanged, recommending investments in technology growth and certain cyclical and core asset sectors [3] - Suggested sectors for short-term investment include communication (computing power), electronics (semiconductors, consumer electronics), media (gaming, AI applications), machinery (robots), computers (AI applications, autonomous driving), non-ferrous metals, and chemicals [3] - Industries benefiting from the "14th Five-Year Plan" and improved Q3 performance include new energy, pharmaceuticals, consumption (food, retail), and military (commercial aerospace) [3] Group 4 - Dongfang Securities notes that after the Shanghai Composite Index surpassed 4000 points, market trading enthusiasm has slightly decreased, with increased volatility among major indices [4] - Despite potential trading fluctuations, the overall trend suggests that the index will continue to rise [4]