According to the CITIC Securities Research Report, structural opportunities should still be sought in November, and technology manufacturing leaders with support for performance growth are worth focusing on. The revenue and profits of Dazu Laser and Sirisu grew rapidly in the third quarter, reflecting that demand for some devices and chips has entered the performance release stage. AI investment is being driven along the industrial chain to power storage, high-end PCB equipment and data centers, while domestic alternatives provide room for continued growth in analog chips and industrial automation. With the launch of the three-quarter report, CITIC Securities judged that the market is expected to pay more attention to profit growth and the visibility of next year's orders, and is optimistic about the performance of relevant leaders. In addition to technology, oil freight rate locking is conducive to profit release in the fourth quarter. Overseas operations of leading home appliances, overseas operation of independent motorcycle brands, and domestic replacement of interventional devices also have their own growth logics.

According to the CITIC Securities Research Report, structural opportunities should still be sought in November, and technology manufacturing leaders with support for performance growth are worth focusing on. The revenue and profits of Dazu Laser and Sirisu grew rapidly in the third quarter, reflecting that demand for some devices and chips has entered the performance release stage. AI investment is being driven along the industrial chain to power storage, high-end PCB equipment and data centers, while domestic alternatives provide room for continued growth in analog chips and industrial automation. With the launch of the three-quarter report, CITIC Securities judged that the market is expected to pay more attention to profit growth and the visibility of next year's orders, and is optimistic about the performance of relevant leaders. In addition to technology, oil freight rate locking is conducive to profit release in the fourth quarter. Overseas operations of leading home appliances, overseas operation of independent motorcycle brands, and domestic replacement of interventional devices also have their own growth logics.