Group 1 - The Shanghai Composite Index has reached a nearly ten-year high, indicating a significant improvement in market sentiment and investor confidence [1] - Foreign capital's willingness to allocate to the Chinese stock market has increased, with net inflows in September reaching a monthly high since November 2024, reflecting a growing global interest in the Chinese market [1] - The rise in financing balance suggests a signal of liquidity easing, contributing to short-term upward momentum in the market [1] Group 2 - The collective rise of A-shares is attributed to multiple factors, including heightened policy expectations related to the "15th Five-Year Plan" and recent remarks by the Chairman of the China Securities Regulatory Commission emphasizing comprehensive capital market reforms [1] - Improved industry sentiment is noted, particularly in sectors such as technology, with strong performance in the semiconductor industry chain, as well as in precious and industrial metals, and significant gains in new energy and storage sectors [1] - Positive external conditions, including a general rise in global stock markets during the National Day holiday and stable performance in the Hong Kong market, have provided a favorable environment for A-shares post-holiday [1][2]