Guangfa Securities: Since June, the market clues are still dominated by the indexing market led by the weighted grouping of banks, pharmaceuticals, and computing power.

Guangfa Securities stated that overall, since June, the market trend is still dominated by the clustering of weights in banks, pharmaceuticals, and computing power indexes. These three factors have not temporarily broken the underlying logic, and the corresponding index may fluctuate or maintain a slight upward trend during the week. In this kind of index environment better than emotions, there are two allocation strategies: 1. Trend direction clustering, including banks, pharmaceuticals, and overseas computing power; 2. Thematic rotation, including high-temperature, basic metals, stable coins, etc.