Regarding the trend of the A-share market and the future layout direction, institutions are generally optimistic that technological growth will overtake the decline and repair the market, and believe that structural opportunities in the market will continue to be highlighted. China Merchants Securities believes that it is currently appropriate to participate in the market with the idea of “overfalling and rebounding layout as the main focus, and rebalancing allocation as a supplement”. Overall, A-shares are still in an upward cycle. After experiencing a sharp correction in July, it is difficult to reproduce the extreme market where the market rose or fall unilaterally. Demand for sector and style rebalancing increased, and the restoration of the growth track is worth focusing on. Galaxy Securities said that the structural market on the main line of science and innovation manufacturing will continue in stages. Judging from the market model forecast in early August, the market market will return to be dominated by volatility and momentum styles. The indicators with the highest index performance will basically focus on technological growth fields such as semiconductors and commercial aerospace.

Regarding the trend of the A-share market and the future layout direction, institutions are generally optimistic that technological growth will overtake the decline and repair the market, and believe that structural opportunities in the market will continue to be highlighted. China Merchants Securities believes that it is currently appropriate to participate in the market with the idea of “overfalling and rebounding layout as the main focus, and rebalancing allocation as a supplement”. Overall, A-shares are still in an upward cycle. After experiencing a sharp correction in July, it is difficult to reproduce the extreme market where the market rose or fall unilaterally. Demand for sector and style rebalancing increased, and the restoration of the growth track is worth focusing on. Galaxy Securities said that the structural market on the main line of science and technology innovation manufacturing will continue in stages. Judging from the market model forecast in early August, the market market will return to be dominated by volatility and momentum styles. The indicators with the highest index performance will basically focus on technological growth fields such as semiconductors and commercial aerospace.