10月如何布局？券商金股出炉，这一主题受关注

Group 1 - The core focus of October's stock recommendations from brokerages is on sectors such as electronics, power equipment, and media, with a strong emphasis on technology stocks and the "14th Five-Year Plan" [2][4][8] - Notable stocks receiving multiple recommendations include Zhaoyi Innovation and Luxshare Precision in the electronics sector, with Zhaoyi Innovation highlighted as a key player in AI and customized storage [4][6] - Other popular stocks include WuXi AppTec, which is recognized for its international competitiveness and expected adjusted profits of 13.2 billion yuan by 2025, indicating a favorable valuation [4][6] Group 2 - The performance of September's recommended stocks showed significant gains, particularly in the electronics and power equipment sectors, with Jiangbolong achieving a monthly increase of 86.49% [7] - Brokerages like Huatai Securities and Dongguan Securities reported strong monthly returns from their recommended stocks, with Huatai's portfolio yielding 20.91% in September [7] - The overall market has been active this year, with several brokerages reporting cumulative returns exceeding 60% for their recommended stocks in the first three quarters [7] Group 3 - Looking ahead, brokerages are optimistic about the market's performance in October, particularly with the upcoming Fourth Plenary Session of the 20th Central Committee, which will discuss the "14th Five-Year Plan" [8][9] - Analysts suggest that the A-share and Hong Kong markets may benefit from long-term policy layouts and a relatively loose liquidity environment, with a focus on technology growth sectors [8] - Recommendations for investment strategies include focusing on hard assets and high-quality manufacturing as the market style shifts in the fourth quarter [9]