持股or持币？——A股一周走势研判及事件提醒

Group 1 - The article discusses the market sentiment leading up to the National Day holiday, indicating a higher probability of a market rally post-holiday, with East Wu Securities suggesting that the best buying points are the last two days before the holiday [1] - Historical data shows that the market tends to experience a volume contraction leading up to the holiday, stabilizing in the last two days before a rebound, followed by a rapid increase in trading volume after the holiday [1][4] - The underlying factors for the market behavior include risk expectations around the holiday, quarterly settlement demands, investor vacation needs, and changes in quarterly reports and portfolio adjustments [1] Group 2 - The article highlights that the market style shifts before and after the holiday, with a recommendation to allocate towards consumer stocks before the holiday and to focus on large consumer and financial sectors post-holiday [4] - The People's Bank of China has made adjustments in its monetary policy language, indicating a focus on maintaining liquidity and supporting economic stability, which may influence market conditions in the fourth quarter [4] - Industrial profits showed a significant increase of 20.4% in August, attributed to a low base from the previous year and a shift in market dynamics, with improvements in profit margins despite a slight decrease in cost ratios [4] Group 3 - The article mentions the approval of the IPO application for Moore Threads, indicating a positive trend in the domestic semiconductor industry [6] - Reports suggest that the U.S. government is planning to reduce reliance on overseas semiconductor manufacturing, which could reshape global supply chains and impact domestic production [6] - The DRAM and NAND flash memory markets are experiencing shortages, with expectations of price increases in the upcoming quarters, indicating strong demand in the semiconductor sector [6] Group 4 - The article notes that Tesla is scaling up its Optimus robot project, reflecting advancements in robotics technology [7] - Huawei is planning to incubate an open-source project management committee for humanoid robots, indicating a focus on developing intelligent robotics [7] - Research advancements in solid-state batteries by Tsinghua University show promising electrochemical performance, which could impact the battery technology landscape [8] Group 5 - The demand for energy storage cells in China is strong, with leading battery manufacturers operating at full capacity and orders extending into early next year, indicating robust growth in the energy storage sector [9] - The Chinese government aims to achieve a new energy storage installation capacity of over 180 million kilowatts by 2027, which will drive significant investment in the sector [9] Group 6 - The Ministry of Industry and Information Technology is promoting measures to expand the market for new energy vehicles, including tax incentives and infrastructure improvements, which could stimulate growth in the automotive sector [10] - Several new car models are set to launch before the National Day holiday, indicating a competitive market environment [12] Group 7 - The article highlights various corporate announcements, including significant contracts and partnerships across different sectors, indicating active market engagement and potential growth opportunities [16] - Companies are also making strategic moves, such as mergers and acquisitions, which could reshape their market positions and drive future growth [16]