本周操盘攻略：10月政策窗口期来袭

Market News - The People's Bank of China will conduct a 1.1 trillion yuan reverse repurchase operation on October 9, 2025, with a term of 3 months [2] - Qualified foreign institutional investors can participate in ETF options trading on the Shanghai and Shenzhen stock exchanges, limited to hedging purposes [3] - The Federal Reserve will release the minutes of its monetary policy meeting on October 9, which will provide insights into future interest rate adjustments [4] Economic Data - Key economic data releases this week include the Eurozone Sentix Investor Confidence Index on October 6, German industrial orders on October 7, and U.S. initial jobless claims on October 9 [5] Sector Updates - OpenAI's annual developer conference on October 6 will focus on AI technology applications in hardware, potentially boosting the consumer electronics supply chain [7] - Elon Musk's Tesla is making progress with its humanoid robot project, showcasing the "Optimus" robot's ability to learn martial arts [8][9] - The World Free Trade Zone Organization Conference will be held in Hainan from October 10-12, discussing policy advantages post-closure and promoting trade facilitation [10] Company News - Xiaomi announced the launch of its Xiaomi 17 series, which has seen significant sales growth, surpassing 20% compared to previous models [12] - Hon Hai Precision Industry reported a September sales figure of 837.07 billion New Taiwan dollars, a year-on-year increase of 14.19% [12] Lock-up Expiration - A total of 20 companies will have lock-up shares released this week, amounting to 1.187 billion shares with a total market value of approximately 44.685 billion yuan [14] - The peak lock-up expiration date is October 9, with 15 companies releasing shares worth a total of 35.008 billion yuan, accounting for 78.34% of the week's total [14] Market Outlook - Zhejiang Securities indicates that the economic growth momentum may have peaked, with a projected GDP growth rate of around 4.8% for Q3 [18] - Galaxy Securities anticipates that October will be a key policy layout window, with opportunities in the technology growth sector and potential benefits from a relatively loose liquidity environment [19]