Industrial: October marks the start of the third-quarter financial report disclosure period, with improved effectiveness of business investment.
In October, we entered the period of the third-quarter report disclosure, and the effectiveness of economic investment has improved. In the future, the economic advantages will still be an important variable guiding the market structure.
Industrial released a report stating that October marks the beginning of the disclosure period for the third quarter financial reports, and the effectiveness of investment in the economic cycle has improved. In the near future, economic advantages will continue to be an important variable guiding the market structure. Industries with a significant increase in profit expectations since September mainly include: AI (games, computer equipment, communication equipment, components), advanced manufacturing (motorcycles, aerospace equipment, home appliance components, batteries, medical services), cyclical industries (non-ferrous metals, glass fibers, steel, agricultural chemicals, etc.), consumer goods (beverages and dairy products, agriculture, accessories), and financial services (securities, insurance, city commercial banks).
Industrial's main points are as follows:
October marks the beginning of the disclosure period for the third quarter financial reports, and the effectiveness of investment in the economic cycle has improved. In the near future, economic advantages will continue to be an important variable guiding the market structure.
Industries with a significant increase in profit expectations since September mainly include: AI (games, computer equipment, communication equipment, components), advanced manufacturing (motorcycles, aerospace equipment, home appliance components, batteries, medical services), cyclical industries (non-ferrous metals, glass fibers, steel, agricultural chemicals, etc.), consumer goods (beverages and dairy products, agriculture, accessories), and financial services (securities, insurance, city commercial banks).
Among them, sectors with relatively low increases since September mainly include: advanced manufacturing (aerospace equipment, medical services, motorcycles), consumer goods (Shenzhen Agricultural Power Group processing, breeding, beverages and dairy products, accessories), cyclical industries (glass fibers, chemical raw materials), AI computing power (communication equipment, components), and financial services (securities, insurance, city commercial banks).
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