Public institutions are optimistic about the future market, and a balanced allocation is needed to deal with industry rotation.

Investment in August has already begun, with many public funds institutions releasing investment opinions and looking ahead to the future market and specific investment opportunities. Public fund institutions generally believe that the A-share market in August may see volatile upward movement, and they recommend balanced allocation to cope with market fluctuations and industry rotation, focusing on dividend assets, technology stocks at low levels, and investment opportunities in cyclical directions such as "anti-inner circle".