宏观策略周报：2024年第三季度全A净利润呈较好增长态势，10月PMI重返扩张区间

4500 4000 3500 3000 2500 2000 1500 1000 500 0 2023-03 700 600 500 400 300 200 100 0 2024-03 成交额(亿元) 收盘价 投资要点     请阅读最后评级说明和重要声明 一、资讯要闻3 二、市场概览6 1.主要指数表现6 2.申万一级行业涨跌幅7 3.两市交易额7 4.本周热点板块涨跌幅8 三、投资建议9 附录10 .........................................................................................................................5 ....................................................................................................................................7 ...................................................................................................................................................7 ...........................................................................................................................................8 .......................................................................................................................3 ................................................................................................................3 ........................................................................................................................4 ................................................................................................................4 ...................................................................................................................................................6 ........................................................................................................10 2    4500 4000 3500 3000 2500 2000 1500 1000 500 0 40,000 35,000 30,000 25,000 20,000 15,000 10,000 5,000 0 两市成交额(亿元) 沪深300收盘价 2023-03 2023-04 2023-05 2023-06 2023-07 2023-08 2023-09 2023-10 2023-11 2023-12 2024-01 2024-02 2024-03 2024-04 2024-05 2024-06 2024-07 2024-08 2024-09 2024-10 8.0% 6.0% 4.0% 2.0% 0.0% -2.0% -4.0%