The characteristics of stock game in the A-share market have become prominent, and institutions predict that the structural market driven by the core manufacturing sector will continue to show phases of evolution.

Regarding the trends in the A-share market and the subsequent layout directions, institutions generally are optimistic about the rebound of undervalued tech growth stocks, believing that structural opportunities in the market will continue to stand out. China Merchants Securities suggests that the current strategy should focus on "rebounds from undervalued stocks as the main approach, supplemented by rebalancing configurations." Overall, the A-share market remains in an upward cycle. After a significant correction in July, extreme scenarios of one-sided market rises or falls are unlikely to recur. The demand for sector and style rebalancing is increasing, and the repair of growth tracks is worth prioritizing in layout. Galaxy Securities states that the structural trend of the science and technology innovation manufacturing sector will continue in stages. Based on market model predictions from early August, the market is expected to return to dominance of volatility and momentum styles, with the top-performing stocks primarily concentrated in technology growth sectors such as semiconductors and commercial aerospace.