The China Merchants Securities Research Report pointed out that the direction of improving prosperity this week is mainly in the fields of resource products and information technology. Among upstream resource products, the prices of coal and some chemicals rose; in the midstream manufacturing sector, the three-month rolling year-on-year decline in automobile production and sales increased in September, and the three-month rolling year-on-year increase in sales of various excavators and various types of loaders narrowed. In information technology, the revenue of most Taiwanese electronics manufacturers slowed in September; the year-on-year increase in integrated circuit imports and exports increased over a three-month rolling period. In the consumer services sector, the liquor price index is rising. Benefiting from AI investment driving demand, rising prices, and overseas inventory replenishment, the year-on-year increase in China's exports continued to expand in September. We recommend coal, chemicals, semiconductors, food and beverage, medical devices, textile manufacturing, etc. that are booming or improving.

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