Galaxy Securities: The recent market trends have been changing rapidly, focusing on the three major themes of investment opportunities.

Galaxy Securities' research report on the outlook for A-share market investment states that the recent style switching has been quite frequent, with large caps and small caps taking turns to lead. The market situation is changing rapidly, lacking sustained opportunities for the main trend to rise. At the same time, market turnover has not shown obvious increase in volume, and investor sentiment is relatively cautious. In the short term, the market may still maintain a pattern of oscillation, but with the continuous strengthening of policies supporting stable growth and development domestically, the market situation also has support. Attention should be paid to opportunities for structural allocation. In the long run, the trend of the A-share market will still reflect the essence of "mainly focusing on ourselves." Focus on three main theme investment opportunities: first, assets with high safety margins. Second, the "technology narrative" logic in the A-share market is clear, and it is recommended to focus on catalytic opportunities for future industry trends. Third, the large consumer sector boosted by policies.