午评：创业板指大涨近3%，半导体等板块拉升，锂电概念等活跃

Market Performance - Major stock indices in the market rose collectively, with the ChiNext Index increasing by nearly 3% and over 3,800 stocks showing gains [1] - As of the midday close, the Shanghai Composite Index rose by 0.44% to 4017.94 points, the Shenzhen Component Index increased by 1.8%, and the ChiNext Index was up by 2.68% [1] - The total trading volume across the Shanghai, Shenzhen, and Beijing markets reached 12,734 billion [1] Sector Analysis - The banking sector experienced a decline, while sectors such as non-ferrous metals, chemicals, and semiconductors saw strong gains [1] - Active sectors included organic silicon, lithium batteries, gold concepts, and storage chip concepts [1] Economic Outlook - Dongguan Securities noted that the recent interest rate cuts by the Federal Reserve in September and October have weakened external constraints on China's moderately loose monetary policy [1] - The domestic environment remains characterized by weak credit, weak real estate, low inflation, and high real interest rates, suggesting potential for further reductions in policy rates and LPR quotes in the fourth quarter [1] - The current market is at a critical point for style switching, with policy support and liquidity easing providing a foundation for market performance [1] Investment Strategy - A balanced investment strategy focusing on both offensive and defensive positions is recommended, with attention to high dividend assets in sectors such as pharmaceuticals, chemicals, banking, and coal [1]