[Focus on the realization of the current boom, institutions actively explore investment clues in the third quarterly report] October 13th, as the third quarterly reports of A-share listed companies in 2026 were successively disclosed, the market's attention to the prosperity and fundamental performance of the industry sector has increased significantly, and related factors have also become the core starting point for investors to judge investment opportunities. Many industry insiders have judged that, overall, the third-quarter performance of the all-A non-financial industry is expected to continue its high growth trend; structurally, the dual-round boom-driven pattern of the technology and resource industries will be further strengthened, and the core idea of ​​industry allocation should also shift from long-term space to current boom realization. In terms of specific allocation, considering that the high 10-year U.S. bond yield has become an important factor constraining market performance, especially the rebound height of the technology sector, it is recommended to allocate boom varieties and supply-clearing varieties in the short term to cope with the high interest rate environment. The October allocation will focus on the three clues of technological growth, resource dividends, and manufacturing overseas, taking into account both offense and defense. (China Securities Journal)