Looking ahead to the future market, Orient Securities Research Report said that the Mid-Autumn Festival and National Day holidays are getting closer, short-term industry rotation is accelerating, short-term market sentiment is rising, medium-term uncertainty is stabilizing, overall risk is manageable, and the index may maintain a volatile pattern. In terms of market style, the Guohai Securities Strategy Team issued an opinion that the market is expected to continue to rebound in the next month, but the industry may still rotate very fast, and it is still recommended to pay attention to the congestion index. According to an analysis by the Huabao Securities Research Report, judging from quantitative energy, market activity has recovered from a low level, and the direction of technology is expected to rebound steadily, but considering that the long holidays are approaching, some funds holding coins during the holiday season are highly constraining the market's rebound, and room for a rebound may open up after the holiday season. According to the Guojin Securities Strategy Team, it is recommended to focus on three major directions in terms of allocation: one is non-ferrous metals, such as gold, copper, and aluminum. After interest rate hikes are expected to be implemented and the geographical conflict is mitigated, the second is that falling oil prices may release global demand for energy reserves, and the energy and chemical chain represented by petroleum, oil transportation, and refining will continue to benefit; third, supply and demand are scarce in some parts of the technology chain and there are technology iterations. We recommend directions such as optical modules, electronic cloth, MLCC, and storage.

Looking ahead to the future market, Orient Securities Research Report said that the Mid-Autumn Festival and National Day holidays are getting closer, short-term industry rotation is accelerating, short-term market sentiment is rising, medium-term uncertainty is stabilizing, overall risk is manageable, and the index may maintain a volatile pattern. In terms of market style, the Guohai Securities Strategy Team issued an opinion that the market is expected to continue to rebound in the next month, but the industry may still rotate very fast, and it is still recommended to pay attention to the congestion index. According to an analysis by the Huabao Securities Research Report, judging from quantitative energy, market activity has recovered from a low level, and the direction of technology is expected to rebound steadily, but considering that the long holidays are approaching, some funds holding coins during the holiday season are highly constraining the market's rebound, and room for a rebound may open up after the holiday season. According to the Guojin Securities Strategy Team, it is recommended to focus on three major directions in terms of allocation: one is non-ferrous metals, such as gold, copper, and aluminum. After interest rate hikes are expected to be implemented and the geographical conflict is mitigated, the second is that falling oil prices may release global demand for energy reserves, and the energy and chemical chain represented by petroleum, oil transportation, and refining will continue to benefit; third, supply and demand are scarce in some parts of the technology chain and there are technology iterations. We recommend directions such as optical modules, electronic cloth, MLCC, and storage.