周度报告：积极态势有望延续，首选弹性和滞涨补涨方向

Group 1: Market Outlook - The overall domestic fundamentals are expected to remain stable during the National Day holiday, with a notable increase in property viewings following a shift in real estate policy, indicating potential positive changes ahead [1][5] - The U.S. non-farm payroll data for September exceeded expectations, reducing the likelihood of a 50 basis point rate cut by the Federal Reserve in the remaining meetings of the year, and decreasing the probability of a U.S. economic recession [1][6][7] Group 2: Industry Allocation - The current market is characterized by significant beta opportunities, with a focus on elastic sectors and growth stocks expected to perform well [1][11] - Key sectors to watch include sentiment-driven stocks such as brokerage firms, military industry, and technology, as well as growth sectors like electronics, new energy, telecommunications, and military, alongside consumer goods that may benefit from policy support [1][11] - The real estate sector is currently in a phase of valuation recovery, with the real estate index having risen by 41.75% over the past three weeks, indicating limited room for further excess returns [1][8][9]