Guangfa Securities: Since June, market clues have remained dominated by the combination of banking, pharmaceutical, and computing power weights in the index market

Guangfa Securities stated that overall, since June, the market clues have still been dominated by the combination of banking, pharmaceuticals, and computing power weights in the index market. These three factors have not broken the underlying logic for the time being, and the corresponding index may fluctuate or maintain a slight upward trend during the week. In an environment where this index is better than emotions, there are two approaches to configuration: 1. trend direction clustering, including banking, pharmaceuticals, and overseas computing power; 2. Theme rotation, including high temperature (electricity), base metals (copper and aluminum), stablecoins, etc.