A CITIC Securities research report indicates that investors should maintain an offensive mindset in November and continue to pursue structural opportunities, with a focus on leading technology manufacturing companies that are supported by earnings growth. Han's Laser and 3PEAK both achieved rapid revenue and profit growth in the third quarter, suggesting that demand for certain equipment and chips has now entered the earnings realization stage. AI investment is extending along the industrial chain into storage, high-end PCB equipment, and data center power supplies, while domestic substitution continues to provide sustained growth space for analog chips and industrial automation. With third-quarter earnings reports now being released, the market is expected to place greater emphasis on profit growth and the visibility of next year's orders, and related industry leaders are likely to be favored. Beyond the technology sector, locking in oil shipping freight rates is conducive to earnings realization in the fourth quarter. Meanwhile, leading home appliance companies' overseas operations, proprietary motorcycle brands expanding globally, and the domestic substitution of interventional devices each also have their own growth logic.