Di Yi Cai Jing·2025-11-16 12:12Group 1 - The current institutional focus is on the basic chemical, defense, automotive, textile and apparel, non-bank financial, and media industries, while the telecommunications sector has seen a decline in institutional attention [1] - In the past week, there has been an increase in institutional interest in the "petroleum and petrochemical," "coal," "steel," "light manufacturing," and "non-bank financial" sectors [1] - Many industries are currently at the threshold of triggering congestion indicators (liquidity, consistency of constituent stocks) [1] Group 2 - The relative returns for electric power and utilities, basic chemicals, electric equipment and new energy, electronics, and computers are expected to be favorable by November 2025 [1] - The VIX for gold, silver, copper, and crude oil has risen, and the medium to long-term outlook for gold remains bullish [1]