和讯投顾颜胜：创新药强势回流，核电、稳定币也蓄势待发

Group 1 - The market is experiencing a resurgence in innovation drugs, with significant capital flowing back into this sector, indicating a potential new round of investment opportunities [1][3] - Companies like Shutai and Hengbao are showing strong performance, with Shutai reaching its ceiling and Hengbao rebounding, reflecting the market's focus on innovative pharmaceuticals [1][3] - The sports-related companies, such as Gongchuang and Jinling, are also gaining attention due to their local ties and relevance to the ongoing soccer events, which are driving investor interest [2][3] Group 2 - The nuclear power sector is seeing renewed interest, with companies like Baili experiencing a rebound after a period of adjustment, suggesting a potential for further capital inflow [4] - Hengbao is positioned as a key player in the stablecoin market, with ongoing support from investors, indicating a strong operational foundation and potential for growth [4]