[Value and defensive rebalancing, insurance funds are optimistic about market recovery in the fourth quarter] October 9th, the first trading day after the National Day, the three major A-share indexes collectively closed down, with the GEM index falling by more than 3%. On October 8, the reporter interviewed relevant persons in charge of several insurance institutions and learned that the A-share market continued to fluctuate due to domestic and foreign uncertainties. However, after experiencing a rapid market correction in the third quarter, insurance institutions were more optimistic about the market performance in the fourth quarter. Relevant persons in charge of a number of insurance institutions said that the capital market volatility in the fourth quarter is expected to decrease and usher in a rebound window. There is a high probability that the market will be structurally repaired. The focus will be on value and defensive sectors. In the direction of technological growth, we need to focus on targets with high performance certainty. (Shanghai Securities News)