Core Viewpoint - The report from Industrial Securities indicates that the third quarter earnings disclosure period has begun in October, with an increase in the effectiveness of investment in economic prosperity. Economic advantages will continue to be a significant variable guiding market structure in the near future [1]. Industry Summary - Since September, the industries with upward revisions in profit expectations are concentrated in AI (gaming, computer equipment, communication devices, components), advanced manufacturing (motorcycles, aerospace and marine equipment, home appliance components, batteries, medical services), cyclical sectors (non-ferrous metals, glass fiber, steel, agricultural chemicals), consumption (beverages, dairy products, jewelry), and finance (brokerage insurance, city commercial banks) [4][5]. Profit Revision Data - The following sectors have seen significant profit revisions since September: - **AI**: Gaming II (39% of companies revised upwards), Computer Equipment (45%), Communication Equipment (22%), Components (17%) - **Advanced Manufacturing**: Motorcycles (89%), Aerospace Equipment II (76%), Marine Equipment II (72%), Home Appliance Components II (65%), Batteries (46%), Medical Services (27%) - **Cyclical**: Non-ferrous Metals (96% for precious metals), Glass Fiber (74%), Steel (56%), Agricultural Chemicals (42%) - **Consumption**: Beverages (77%), Agricultural Products Processing (42%), White Goods (24%) - **Finance**: City Commercial Banks (38%), Insurance (25%) [5]. Market Performance - Since September, sectors with lower price increases include advanced manufacturing (aerospace and marine equipment, medical services, motorcycles), consumption (agricultural products processing, breeding, beverages, jewelry), cyclical (glass fiber, chemical raw materials), AI computing power (communication devices, components), and finance (brokerage insurance, city commercial banks) [5].