【公募基金】诸多事件落地，风格或再平衡——公募基金权益指数跟踪周报（2025.10.27-2025.10.31）

Group 1 - The core viewpoint of the article highlights the recent market fluctuations and the impact of various economic events, including the US-China summit and the ongoing recovery in corporate earnings, particularly in the technology and resource sectors [4][14][15] - The Shanghai Composite Index experienced a slight increase of 0.11%, while the CSI 300 fell by 0.43%, indicating mixed market sentiment and increased divergence between bulls and bears [3][11] - The third quarter earnings reports from listed companies show a significant recovery, with a year-on-year increase in net profit of 11.85%, driven by strong demand in the technology sector, particularly in artificial intelligence applications [14][15] Group 2 - Public funds have increased their holdings in technology and resource sectors, with an average holding ratio of 88.73% for active equity funds as of the end of the third quarter of 2025 [15] - The recent meeting between the US and Chinese leaders has led to a temporary easing of trade tensions, with key agreements on tariffs and export controls that may improve trade conditions for Chinese exporters [13][14] - The article discusses the performance of various equity fund indices, noting that the medical stock index rose by 3.07%, while the technology stock index fell by 1.48%, reflecting the varying performance across sectors [9][18]