Group 1 - The market is expected to continue a "weight protection + structural theme" oscillation pattern in the short term, influenced by external factors such as the US Federal Reserve's interest rate expectations and tensions in Sino-Japanese relations [4] - Attention is recommended on the upcoming November manufacturing PMI and the US Federal Reserve's December meeting; a weak PMI may lead to a focus on policy-driven defensive sectors, while a significant drop in US core PCE inflation could alleviate foreign capital outflow pressure in A-shares [4] Group 2 - The top three industries for net capital inflow are coal, steel, and others, with steel seeing an inflow of 1.326 billion yuan [3]