According to the CITIC Securities Research Report, judging that the consumer sector has an opportunity to go long in November, based on: ① the overall sector's profit expectations are relatively conservative, the pessimistic expectations are fully absorbed, and the corresponding valuation and stock price position are low; ② the overall consumer sector has low holdings and sufficient chips; ③ the overall sector was under strong shorting pressure in the first half of 2026, and there is currently a positive impact of shorting capital positions. Judging from the review of history and overseas experience, the market has experienced a period of large fluctuations. The consumer sector has certain anti-decline properties, and mandatory consumption is superior to optional consumption. On this basis, some categories in the textile and education sector also have certain mandatory attributes, such as affordable consumption, high-quality manufacturing, or fundamental resilience, or sufficient absorption of negative expectations, and stock prices already have good odds to go long.

According to the CITIC Securities Research Report, judging that the consumer sector has an opportunity to go long in November, based on: ① the overall sector's profit expectations are relatively conservative, the pessimistic expectations are fully absorbed, and the corresponding valuation and stock price position are low; ② the overall consumer sector has low holdings and sufficient chips; ③ the overall sector was under strong shorting pressure in the first half of 2026, and there is currently a positive impact of shorting capital positions. Judging from the review of history and overseas experience, the market has experienced a period of large fluctuations. The consumer sector has certain anti-decline properties, and mandatory consumption is superior to optional consumption. On this basis, some categories in the textile and education sector also have certain mandatory attributes, such as affordable consumption, high-quality manufacturing, or fundamental resilience, or sufficient absorption of negative expectations, and stock prices already have good odds to go long.