Last week, A-shares as a whole showed a volatile consolidation pattern. There are only three trading days this week. As the long holidays approach, “holding coins for the holiday season” or “holding shares for the holiday season” has once again become the focus of investors' discussions. In response, the brokerage strategy outlook report suggests that before the long holidays arrive, the market is often in a state of contraction and fluctuation, and the transaction center is expected to rise as capital flows back after the holidays. Reviewing historical experience. Historically, A-shares showed a certain “National Day holiday effect”. There was a phenomenon of pre-holiday layout and post-holiday rebound. As a result, most institutions tend to “hold shares for the holiday season.” Judging from the specific configuration, institutions are still paying close attention to fundamental changes in the AI industry. They believe that: on the one hand, the technology sector is still the main allocation line, and once market popularity recovers, the technology sector is often the most obvious to make up the increase; on the other hand, the direction of undervaluation, high dividends, and cash flow is highly deterministic, and can be used to smooth portfolio fluctuations.

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