Group 1 - The consensus among institutions is to "hold stocks during the holiday," with optimism for the market post-holiday despite some cautious sentiment before the holiday [1][2] - Historical data shows a significant "calendar effect" in A-shares, with the Shanghai Composite Index showing median returns of +0.72% and +1.41% after the holiday for the first and five trading days, respectively [1] - Various sectors, including agriculture, automotive, and technology, are expected to perform well after the holiday, with strong cumulative gains in the first five trading days [2] Group 2 - Short-term market adjustments are seen as temporary, with long-term support for A-shares remaining strong, reinforcing the "hold stocks during the holiday" strategy [2][3] - The upcoming third-quarter reports are anticipated to focus investor attention on sectors with improving profitability expectations, particularly in technology and advanced manufacturing [3] - The "anti-involution" policies are expected to boost the outlook for cyclical, consumer, and financial sectors, with several industries still having low valuations [3]