英大证券：金点策略晨报—每日报告-20241110

Market Overview - The report indicates a positive medium-term outlook for the market despite short-term disturbances, emphasizing the importance of internal factors over external events [1][4] - On Monday, the three major indices in the A-share market collectively rose, with the Shanghai Composite Index increasing by 1.17% to 3310.21 points, and the Shenzhen Component Index rising by 1.99% to 10663.10 points [2][3] Sector Performance - The report highlights significant gains in the robotics sector, with stocks related to robots, machine vision, and actuators experiencing substantial increases. The industrial robotics industry is expected to grow rapidly due to strong internal growth momentum and supportive government policies, with an annual revenue growth rate exceeding 20% during the 14th Five-Year Plan [2][3] - The automotive sector remains active, driven by domestic replacement policies and subsidies, with expectations for continued strength in the automotive parts, electronics, and intelligent driving segments. The report notes that the electric vehicle supply chain in China has gained a competitive edge globally [2][3] Investment Strategy - The report suggests that strategic investors should maintain their positions or consider increasing their holdings during market pullbacks, while those who have missed previous opportunities should prepare to select quality stocks for entry [1][4] - It is recommended to remain patient and wait for significant events, such as the U.S. election results and domestic fiscal policy announcements, to clarify market direction [4][6]