Entering November, market sentiment took the lead in picking up. On November 2, major A-share indices rebounded collectively. Institutional sources interviewed by the reporter believe that external liquidity is tight, short-term risk appetite is still being suppressed, and the market will inevitably repeat itself, but A-shares are in the incubation period of a rebound, not the end of the market. The profit margin of the three-quarter report continued to recover, and industrial capital was increased with real money repurchases to confirm the bottom area, forming medium term support; as external uncertainty clears up, risk appetite is expected to recover. Operationally, the agency suggests using dividend assets, relaying growth with excellent performance, grasping the repair window in the short term, anchoring performance certainty in the medium term, and following the trend in risk appetite restoration.

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