Group 1 - The current technology sector continues to adjust, with some thematic markets showing signs of recovery, but sustainability remains insufficient, indicating a primarily oscillating market structure [1][4] - Focus on investment opportunities in themes such as anti-involution and new productive forces, which are expected to enhance long-term investment value [1] - Consumption plays a crucial role in stabilizing the economy, with particular attention to service consumption and new consumption segments [1] Group 2 - Last week, the A-share market exhibited a fluctuating upward trend, with major indices mostly recording gains; the All A Index rose by 0.63% [2] - The leading sectors included electric power equipment, coal, and oil and petrochemicals, while beauty care, computers, and pharmaceuticals saw declines [2] - The average daily trading volume in the A-share market decreased to 20,123 billion yuan, down by 3,129.86 million yuan from the previous week [3] Group 3 - The valuation of the All A Index increased by 0.86% to 22.20 times, placing it in the 89.19% percentile since 2010, while the PB valuation rose by 0.85% to 1.82 times, in the 49.83% percentile [3] - The market is expected to maintain rapid rotation of hotspots, with sectors like electric grid equipment, lithium batteries, and chemicals showing upward trends [4] - The third-quarter reports of listed companies demonstrate resilience in fundamentals, highlighting structural strengths [4]
银河证券：行情或仍以震荡结构为主 关注反内卷、红利等主题机会
智通财经网·2025-11-10 00:46