重回大盘成长结构行情

Group 1 - The article discusses a market rebound with the CSI 300 index rising by 3.24%, the Shanghai Composite Index by 2.88%, and the CSI 500 index by 3.46% due to ongoing negotiations between China and the U.S. and the recent important 20th Central Committee meeting [3] - Monthly economic data showed unexpected rebounds in September, with production and consumption data indicating a month-on-month recovery, including slight rebounds in retail sales and real estate [3] - The article notes that while macroeconomic indicators have improved, the micro-level corporate earnings reports are yet to show significant rebounds, with the focus on upcoming quarterly reports for confirmation [3] Group 2 - The technical analysis indicates a decline in the activity of small-cap stocks, with overall market activity continuing to trend downward, supported mainly by core dividend and technology leading stocks [4] - The main board's timing strategy suggests maintaining a low position due to low individual stock activity despite macroeconomic rebounds, while the small-cap sector is advised to also maintain a low position [4] - The short-term momentum model recommends focusing on the electric power equipment and new energy sectors [4] Group 3 - The Shanghai Ruicheng core strategy has shown strong performance, with the TMT sector experiencing a rebound and reaching new highs, placing it at the top of its peer group [5] - The net value performance of the Shanghai Ruicheng products has also reached historical weekly highs, indicating effective beta management and composite strategies [6]