10月如何布局？券商金股出炉，这一主题受关注

Core Viewpoint - The latest brokerage reports for October highlight a continued focus on sectors such as electronics, power equipment, and media, with a strong consensus among brokers to remain bullish on technology stocks and a particular emphasis on the "14th Five-Year Plan" [1][3][8]. Group 1: Sector Focus - The electronics sector is leading with stocks like Zhaoyi Innovation and Luxshare Precision receiving multiple recommendations from brokers, indicating strong market interest [3][4]. - Zhaoyi Innovation is recognized as a core AI stock with significant growth potential due to its unique positioning in customized storage for AI multi-terminals [3]. - Luxshare Precision is noted for its breakthrough in overseas client connections, suggesting a favorable growth trajectory as the supply chain enters a new innovation cycle [3]. Group 2: Additional Recommended Stocks - Other stocks receiving recommendations from at least three brokers include Daikin Heavy Industries, Hikvision, Huayou Cobalt, Lens Technology, Hengli Hydraulic, Roborock, Luoyang Molybdenum, Deepin Technology, and Kaiying Network [4]. Group 3: Performance Insights - In September, stocks in the electronics and power equipment sectors showed significant gains, with Jiangbolong achieving an 86.49% increase, making it the top-performing stock for that month [7]. - The brokerage combinations demonstrated strong excess return capabilities, with several firms reporting cumulative returns exceeding 60% year-to-date [7]. Group 4: Market Outlook - As the Fourth Plenary Session approaches, brokerages are focusing on the "14th Five-Year Plan," anticipating a stable upward trend in the capital market due to long-term policy layouts and industry catalysts [8][9]. - The market is expected to benefit from a relatively loose liquidity environment, with opportunities concentrated in the technology growth sector [8].