#Stock# #A shares# The market opened low in the morning and then fluctuated. The three major indexes continued to fall. The tourism sector performed actively, and Guilin Tourism hit the daily limit. Beverage, beer and other sectors rose, with Bairun Co., Ltd., Lanzhou Yellow Rive

From the

sector, liquor opened slightly lower, and then continued to rise, at the leading level. On the news front, due to the repeated epidemic during the Mid-Autumn Festival holiday, some liquor consumption was restricted, and the performance was average, but the quota in some regions was still being shipped after the holiday, the fluctuation range remained in a reasonable range and the actual transaction volume was small. The market is concerned about the operation trend of liquor during the National Day and subsequent Spring Festival. Combined with the recent channel research results, the month-on-month improvement of the National Day is expected to continue, so we can still look forward to it.

New energy vehicles may just be an oversold rebound today. New energy vehicles have basically continued to decline in recent weeks, with too large declines and the trend may have weakened. On the news front, in order to promote the stable and healthy development of the lithium resource industry and ensure the safety and stability of the industrial chain and supply chains such as new energy vehicles, the Raw Materials Industry Department of the Ministry of Industry and Information Technology organized a symposium on the development of lithium resources industry to stabilize lithium prices, which should have certain benefits for the long-term development of new energy vehicles.

Medical opened low and closed low today, which was still quite miserable. Medical beauty leaders Aimeike and Huaxi Bio fell 10%, while other stocks followed suit, significantly dragging down the medical sector.

Military industry has basically opened flat today, rising and falling. It is already very powerful to be able to stabilize and rush up during the decline of many growth sectors. Unfortunately, the trading volume of the sector itself is insufficient, and it frequently pulls out the upper shadow line. Moreover, the overall A-share environment is not good, so it is difficult for the military industry sector to get out of the continuous market alone.

At present, on the one hand, domestic demand is building a bottoming out, and on the other hand, "big security" including industrial chain security, national defense security, scientific and technological information security, energy security, and food security are important medium-term investment clues. For high-quality companies in the new energy field that still have expectations of good prosperity in the peak season of the fourth quarter, it is worth increasing their positions at a low price. Key industries include: military industry, semiconductor equipment and materials, agriculture, food and beverage, real estate, energy storage, wind power, photovoltaics and other sectors.