策略观点：政策转向强宽松 权益市场表现点评：长假效应看节后首个交易日 宏观周报：制造业景气度回升 工业企业利润有待修复 财富通每日策略 9月PMI数据点评：制造业PMI回升，景气度或逐步改善 每日市场观察 海外需求观察：2024年第41周 9月PMI数据点评：制造业景气度改善，服务业景气度回落 海外流动性与权益市场跟踪：市场对美联储降息预期回摆 国家发改委发布会介绍一揽子政策推进情况，并预告政策支持措施

Nickel: Philippine ore ban years away Dollar up, metal prices down? Lead the laggard has ground to cover to catch zinc Look for higher value-add with competition heating up Thermal coal: China import restrictions Daily Market Summary Interest rates are still too high in the euro zone France and Italy will recover when the relative price of manufactured products rises in these two countries Asia Essentials M&A to expand e-commerce logistics empire;maintain BUY