Group 1 - Chinese assets continue to rebound, with both A-shares and H-shares maintaining strong upward momentum, particularly driven by the surge in CPO optical module concepts [1] - The three major A-share indices collectively rose, with the ChiNext Index experiencing a significant increase of over 3% in the afternoon session [1] - The Hang Seng Technology Index also saw gains of over 2%, with active participation from tech, semiconductor, and automotive stocks [1] Group 2 - Major ETFs such as the Sci-Tech Innovation 50 ETF and the Hang Seng Technology Index ETF showed strong performance, with the Sci-Tech Innovation 50 ETF rising nearly 4% in the afternoon [1] - Longjiang Securities remains optimistic about the Chinese stock market, particularly in October, anticipating significant policy announcements and focusing on technology and value sectors [1] - Huachuang Securities highlights the deep adjustment in the Hang Seng Technology Index, suggesting that core companies like Tencent, Alibaba, and Meituan present attractive valuation opportunities for 2026 [2] Group 3 - The market's core focus for the fourth quarter is expected to shift from "water buffalo" to "fundamental bull," with key signals including APEC meeting progress and the Federal Reserve's interest rate cycle [2] - Structural beneficiaries include sectors related to chips, rare earths, and military, while cyclical stocks and the Hang Seng Technology sector are gaining increased investment value [2]