当地时间周一，美股三大指数集体收涨，道指涨1.12%，标普500指数涨1.07%，纳指涨1.37%。 ►►国家药监局发布关于开展化妆品电子标签试点工作的通知，决定开展化妆品电子标签试点工作。自 2026年2月1日起，在北京市、上海市、浙江省、山东省、广东省、重庆市试点通过电子标签方式标注化 妆品中文标签。试点工作为期3年。 大型科技股普涨，苹果涨近4%，创历史新高。谷歌、亚马逊涨超1%，Meta涨超2%，特斯拉涨超1%， 甲骨文跌近5%。 纳斯达克中国金龙指数涨超2%。阿里涨超3%，拼多多涨超2%，网易涨超3%，京东涨超2%，携程、百 度、腾讯音乐涨超1%，贝壳涨超2%，蔚来涨超4%。 现货黄金突破4370美元/盎司，日内涨2.89%。 ►►财政部、税务总局发布关于组织开展代理记账机构代理记账及涉税业务联合监管试点工作的通知， 综合考虑各地区代理记账机构代理记账及涉税业务实际情况，决定在河北省、内蒙古自治区、江苏省3 个省份开展全面试点，在山西省、吉林省、安徽省、山东省、河南省、湖北省、青海省等7个省份选取2 —3个地级市开展部分试点。 ►►财政部国库司决定实施2025年中央国库现金管理定期存款第10期操作。 ...

Group 1 - The dual innovation index serves as a "thermometer" and "collective" for technology stocks, indicating that the core driving force of the current market and the main battleground for funds lie within the technology sector [1] - Investors should deeply understand the underlying policy logic and industry trends while seizing mainline opportunities and being mindful of volatility risks [1] - The third-quarter report acts as a "touchstone" for assessing the quality of companies' annual performance, with industries and stocks that exceed expectations likely to experience valuation recovery opportunities [1] Group 2 - Focus should be on directions with clear policy support and high industry prosperity, such as artificial intelligence, semiconductors, domestic software, new energy technologies, and biomedicine [1]

Market Overview - The A-share market is experiencing a volatile bull market, with the Shanghai Composite Index breaking through the previous high of 3888 points, setting a new annual high [2][3][16] - The technology sector remains the main driving force of the market, with expectations for continued performance despite recent fluctuations [2][3][16] - The overall market sentiment is mixed, with more stocks declining than rising, indicating a cautious approach among investors [5][19] Sector Analysis - The technology sector is expected to continue as the main focus, with potential for internal rotation and high-low switches within the sector [2][3][16] - Solid-state batteries and new technologies in the renewable energy sector are highlighted as areas of opportunity, particularly for leading companies with core technology reserves [2][3][16] - The cyclical sectors and high-end manufacturing are seen as key beneficiaries of economic recovery, presenting further investment opportunities [2][3][16] - The brokerage sector is benefiting from increased market activity, with direct profits from brokerage and margin financing businesses [2][3][16] Recent Performance - The three major indices have all reached new highs for the year, indicating a potential continuation of the volatile bull market [3][17] - The PPI in the US decreased by 0.1% in August, easing inflationary pressures and raising expectations for a more accommodative monetary policy from the Federal Reserve [3][17] - Trading volume has rebounded, with total trading exceeding 2.5 trillion yuan, indicating a return to a strong trading environment [3][17] Investment Strategy - For companies with strong fundamentals and clear industry prospects, maintaining positions is recommended [18] - It is advisable to reduce exposure to sectors that have seen excessive gains and high valuations [18] - Attention should be given to second-tier technology leaders, cyclical sectors, and brokerage stocks during market corrections for structural opportunities [18]