“交接棒“行情继续发酵，还有哪些新线索？

Group 1 - The overseas stock market is experiencing significant declines, raising questions about short-term stability [2] - Despite the downturn in overseas markets, the A-share market showed resilience, with multiple sectors rising, particularly the electric grid equipment sector, which surged over 5% [2] - The market is witnessing a "relay" or "baton handover" trend, with the previous quarter's leading sectors, such as technology, shifting to new mainlines for the remaining two months of the year [2] Group 2 - The technology sector, which performed well in the third quarter, is currently undergoing a correction, with expectations of further adjustments due to high previous gains and valuation concerns [2] - The U.S. tech sector is facing multiple pressures, including doubts about the sustainability of revenue and profit growth for AI giants, as some leading companies' earnings reports did not meet market expectations [2] - The uncertainty surrounding the U.S. Federal Reserve's interest rate decisions, exacerbated by the government shutdown affecting data releases, has increased market insecurity, particularly impacting the sensitive tech sector [2]