According to the Galaxy Securities Research Report, this week, the market's focus is expected to focus on double verification of policy and performance. On the one hand, the July Politburo meeting of the Central Committee set the direction of macroeconomic policy and industrial development for the second half of the year. On the other hand, US tech giants have ushered in a period of centralized disclosure of financial reports. Their performance, technology iteration, and capital expenditure plans will have a direct linkage impact on the valuation and sentiment of the A-share technology sector; the A-share market is in the semi-annual report disclosure window, and performance fundamentals will become the core anchor for market interpretation. Furthermore, the evolution of the US and Iran situation and commodity price fluctuations are still external uncertain variables in the short-term market. A balanced allocation is recommended in the short term. On the one hand, wait for the reported boom in technology segmentation tracks to be realized, lay out hard-core links with the ability to realize continuous profits, and on the other hand, grasp the repair window for low-value sectors.

According to the Galaxy Securities Research Report, this week, the market's focus is expected to focus on double verification of policy and performance. On the one hand, the July Politburo meeting of the Central Committee set the direction of macroeconomic policy and industrial development for the second half of the year. On the other hand, US tech giants have ushered in a period of centralized disclosure of financial reports. Their performance, technology iteration, and capital expenditure plans will have a direct linkage impact on the valuation and sentiment of the A-share technology sector; the A-share market is in the semi-annual report disclosure window, and performance fundamentals will become the core anchor for market interpretation. Furthermore, the evolution of the US and Iran situation and commodity price fluctuations are still external uncertain variables in the short-term market. A balanced allocation is recommended in the short term. On the one hand, wait for the reported boom in technology segmentation tracks to be realized, lay out hard-core links with the ability to realize continuous profits, and on the other hand, grasp the repair window for low-value sectors.