Institutions Dig for Q3 Investment Clues as Sector Performance Delivers

With A-share listed companies' 2026 third-quarter reports being released, market attention has intensified on industry sector performance and fundamentals, making these key factors for investors assessing opportunities. Industry insiders suggest that overall, non-financial sectors across the A-share market are expected to maintain high growth in Q3; structurally, the dual drive of technology and resource sectors will strengthen, shifting investment focus from long-term potential to current performance delivery. Regarding allocation, given that elevated 10-year US Treasury yields constrain market performance, especially tech rebounds, short-term strategies should prioritize cyclical and supply-clearing stocks to navigate high interest rates. October allocations should revolve around three themes: technology growth, resource dividends, and manufacturing going global, balancing offensive and defensive positions.