On September 29, the overall trend of A-shares stopped falling and stabilized. The three major stock indexes collectively closed higher, and market turnover hit a new low in more than a year. Sectors such as real estate, media, and non-ferrous metals had the highest gains, and the process of rebalancing market styles continued. According to industry insiders, the decline in market trading activity before the long holidays is a common phenomenon; looking back, due to the return of capital after the holiday season, A-shares may have performed more positively. Their upward logic has not been destroyed, and technology is still the main line in the medium term. In terms of specific configuration, it is recommended to continue to lay out promising technological growth leaders to deliver performance with strong certainty, while focusing on procyclical and consumer sectors with effective policies and marginal recovery in fundamentals, and using high-dividend assets as an allocation base; as far as thematic investments are concerned, opportunities with “narrative tension” such as agriculture and commercial aerospace are worth grasping, while those with less than expected performance should be carefully avoided.

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