大类资产配置月观点：美联储降息落地在即，关注受益资产

Summary of Conference Call Industry Overview - The discussion revolves around the real estate sector in China, particularly focusing on the investment strategies for October and the implications of recent policy adjustments [1]. Core Insights and Arguments - The current policy direction is described as "surprisingly positive," indicating a shift that could lead to significant changes in market dynamics [1]. - The anticipated policy adjustments are expected to drive a rebound in domestic equities and commodities, suggesting a potential recovery in the real estate market [1]. Additional Important Content - The timing of the policy changes is noted to coincide with the period before and after the National Day holiday in China, which may influence market sentiment and investment decisions [1].