金点策略晨报：蓝筹向好缓解大盘回吐压力-20251024

Group 1 - The report indicates that the recent peak in the domestic bank's monthly foreign exchange settlement and sales balance reflects a phenomenon of overseas capital inflow, which has contributed to the recovery of undervalued blue-chip stocks in the A-share market, helping the index to regain its downward trend [1][3][8] - The A-share market has shown resilience due to the stable holdings of long-term funds in high-dividend assets, which enhances the market's ability to withstand abnormal fluctuations [1][8][10] - The report suggests that, in light of external uncertainties, the active trading of high-valuation stocks may still be limited, while blue-chip stocks, less affected by external factors, are expected to benefit from domestic economic policies and the inflow of overseas capital, leading to an upward adjustment in valuations [1][3][8] Group 2 - The report highlights that the coal sector has seen a year-to-date increase of 2.89%, ranking it 27th among A-share industry sectors, indicating it is a relatively underperforming blue-chip sector [7] - The oil and petrochemical sector has also experienced a year-to-date increase of 2.79%, ranking 29th among industry sectors, with recent rebounds linked to the stabilization of international crude oil prices [7] - The report recommends investors focus on undervalued, high-dividend stocks within the oil and petrochemical sector for potential gains [7][8]