Bocom Intl published a research report pointing out that as of October 8 (after the retracement of September 24), the company's stock price performance showed the highest increase (60%+), mainly for companies that had experienced significant declines due to business adjustments, with many companies with stable fundamentals experiencing increases in the range of 20-40%. Currently, compared to the average valuation of internet companies since 2022, there is still room for upward adjustment in individual stock valuations, except for those with high valuations in the early stages of turning losses into profits.

The bank is bullish on the future performance of the e-commerce, OTA, gaming, and education industries. In terms of subsequent stock selection logic, companies with good fundamentals, strong performance certainty in the second half of the year and in 2025, and potential for growth include Ctrip, Tongchengtravel, Alibaba, JD.com, Tencent, and Meituan.