CITIC Securities: Structural opportunities still exist, timing is of limited importance.

CITIC Securities' research report believes that with the conclusion of the Fourth Plenary Session, the partial achievement of the China-US talks, and the completion of the third quarter reports, looking ahead, there are still structural opportunities, with limited importance of timing. It is recommended to continue layout around the upgrading of traditional manufacturing industry, Chinese companies going global, and edge AI. In the short term, attention can be paid to several stage undersold rebound clues that appear after the third quarter reports.