Huaan Research Reports indicate that the domestic policy vacuum period and the slowdown in economic fundamentals have limited market support, while external risk expectations disturbances have become the dominant factor. Before external risks materialize, the market is expected to continue to fluctuate. In terms of allocation, continue to emphasize the high dividend advantage before the holiday, while also paying attention to Autos and home appliances with policy expectations, but the implementation of policies may become a profit-taking window, as well as agriculture and animal husbandry, which are expected to improve.