早盘直击｜今日行情关注

Group 1 - The core viewpoint of the article highlights an improvement in inflation data, leading to a temporary shift in market investment styles, with CPI rising from -0.3% to 0.2% and PPI improving from -2.3% to -2.1% [1] - The recent slight improvement in inflation data indicates a reduction in price downward pressure, with rising prices in upstream resources and some industrial products triggering local market hotspots [1] - The consumer sector, which had been quiet for a long time, has seen a significant rebound due to the CPI returning to positive territory, reflecting the main characteristics of the year-end consolidation market: sector rotation, unclear main lines, and balanced allocation [1] Group 2 - On Monday, the stock market experienced a rebound with increased trading volume, with the Shanghai Composite Index consolidating before a strong upward movement, closing near its highest point [1] - The Shenzhen Component Index showed weaker performance compared to the Shanghai Composite, primarily adjusting throughout the day before finally turning upward, closing above the 5-day moving average [1] - The market's focus is expected to remain on the macroeconomic data for October, which will guide adjustments in asset and industry allocation based on economic conditions [1]