Entering September, the 2026 Fall Strategy Meeting for brokerage firms began intensively. A number of leading institutions spoke out one after another to conduct in-depth research and judgment on the macro situation, industry trends, and asset allocation. Judging from various perspectives, the “technological growth+dividend defense” dual main line arrangement was highly agreed upon in the fourth quarter. The focus of investment and research shifted from centralized allocation of the technology sector in the first half of the year to diversification and balance, and attention in sectors such as big consumption and real estate chains clearly rebounded. Analysts believe that as the fourth quarter approaches, the market is moving from single-theme hype to a stage of allocation rebalancing, and performance verification and congestion screening will become the key to deceiving the truth.

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