Focus on the realization of current prosperity, institutions actively explore investment clues from third-quarter reports.

Several industry insiders have assessed that, on the whole, the third-quarter results of non-financial A-share industries are expected to continue their high-growth momentum; structurally, the pattern of dual-engine prosperity driven by the technology and resources sectors will be further strengthened, and the core approach to industry allocation should also shift from long-term potential to the realization of current prosperity. In terms of specific allocation, considering that elevated 10-year U.S. Treasury yields have become an important factor constraining market performance, especially the rebound height of the technology sector, short-term recommendations are to allocate to high-prosperity varieties and supply-cleared varieties to cope with the high interest rate environment. October allocation should revolve around three threads: technology growth, resource dividends, and manufacturing going global, balancing both offense and defense.