中金：长假期间，市场关注哪些热点？

Core Viewpoint - The article suggests that the A-share market is expected to maintain a steady performance after the holiday, supported by the recovery in industrial profits and the anticipation of the "14th Five-Year Plan" policy [2][10]. Domestic Economy and Policy - During the holiday from September 30 to October 5, the total inter-regional passenger flow reached 1.77 billion, a year-on-year increase of 5.2% [4]. - The manufacturing PMI for September was reported at 49.8%, showing a slight recovery from August's 49.4% [4]. - Industrial profits for large-scale enterprises grew by 20.4% year-on-year in August, with cumulative growth from January to August at 0.9% [4][5]. Policy and Industry - The Central Political Bureau held a meeting on September 29 to discuss major issues related to the "14th Five-Year Plan," with a plenary session scheduled for October 20-23 [5]. - The Ministry of Finance and the Ministry of Commerce issued a notice to support new consumption models and international consumption environment construction, focusing on around 50 pilot cities [5]. - New AI models were released by DeepSeek and Zhipu, with several domestic chip manufacturers announcing compatibility [5]. Overseas Economy and Policy - The U.S. federal government experienced a shutdown starting October 1, leading to delays in economic data releases, including employment statistics [7]. - The U.S. imposed new tariffs on various imported goods starting October 1, including a 100% tariff on all brand-name or patented drugs [8]. - High City Maki was elected as the president of Japan's Liberal Democratic Party, potentially becoming Japan's first female prime minister, advocating for expansionary fiscal policies [9]. Market Outlook - The article anticipates that the A-share market will continue its steady performance post-holiday, with the upcoming plenary session expected to support market expectations [10]. - Key sectors to focus on include AI computing, innovative pharmaceuticals, consumer electronics, and non-ferrous metals, which are expected to have good configuration value [12].