Core Viewpoint - The market is currently in a bullish phase, showing stable upward momentum and positive expectations, with a main trend of steady growth in the A-share market if no "black swan" events occur [1] Market Performance - After initial fluctuations due to event-driven factors, the market stabilized on Wednesday, demonstrating a strong upward trend in the afternoon [1] - There is a diversification of market hotspots, with sectors like automotive, aviation, and airports leading the gains, indicating a rotation of investment interest [1] - Strong performance continues in previously dominant sectors such as power grid equipment, robotic actuators, and fourth-generation semiconductors, highlighting the ongoing attractiveness of technology [1] Future Outlook - The market is expected to maintain a strong oscillating pattern, with existing mainstream hotspots continuing while also expanding into new areas [1] - Attention should be paid to the upcoming third-quarter macroeconomic data, including new credit, household savings, investment, consumption, and GDP growth rates [1] - As companies begin to disclose their third-quarter reports, there will be opportunities to focus on stocks that exceed performance expectations [1]
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申万宏源证券上海北京西路营业部·2025-10-16 01:55