Core Viewpoint - Despite differing short-term market outlooks among institutions, there is a consensus on "controlling positions and maintaining a good investment mindset" as the market shifts towards performance verification trading logic with gradual valuation recovery [1][4]. Position Control - Analysts suggest focusing on position control to manage market exposure effectively, allowing investors to stay attentive to market changes while maintaining a stable investment mindset [4][6]. - Active investors are advised to hold stocks during the holiday to capture potential risk premiums, while conservative investors should focus on high-dividend or domestic consumption sectors, which are expected to have lower volatility [3][4]. Market Sentiment and Trading Activity - The market is currently experiencing high trading activity, with financing transactions at levels not seen since 2018, indicating a resurgence in investor participation [3]. - Analysts predict that if no major risk events occur during the holiday, funds may flow back into the stock market post-holiday, despite existing uncertainties in the overseas environment [3][4]. Investment Strategies - The "long-term base + short-term elasticity" investment model is gaining attention, aiming to balance stable long-term returns with short-term risk control [5]. - This model suggests a combination of low-valuation, high cash flow defensive assets for stability, alongside high-growth potential sectors for enhanced overall returns [5][6]. Economic and Market Outlook - Future A-share market performance will be influenced by overseas monetary policies, geopolitical situations, and domestic economic recovery [6]. - Analysts emphasize the importance of maintaining a certain level of positions during market uptrends and focusing on key sectors without overly pursuing left-side trading strategies [6].