Focus on current performance realization; institutions actively explore investment clues from Q3 reports.

Title context: Text: As A-share listed companies gradually disclose their Q3 2026 earnings reports, the market's attention to the prosperity of industry sectors and fundamental performance has noticeably intensified, and related factors have become a core focus for investors assessing investment opportunities. Several industry insiders judge that, on the whole, the Q3 performance of non-financial A-share industries is expected to continue its high-growth trend; structurally, the pattern driven by the dual prosperity of technology and resource industries will be further strengthened, and the core approach to industry allocation should also shift from long-term potential to the realization of current prosperity. In terms of specific allocation, considering that elevated 10-year U.S. Treasury yields have become an important factor constraining market performance, especially the rebound height of the technology sector, it is therefore advisable in the short term to allocate to prosperity varieties and supply-clearing varieties to cope with a high-interest-rate environment. October allocation should revolve around three threads: technology growth, resource dividends, and manufacturing going global, balancing offense and defense.