托底力量显现，关注几个行业蓄力

Group 1 - The article discusses the potential influence of the Iranian threat to close the Strait of Hormuz on the oil market, indicating that the commodity market does not fully believe in the likelihood of such an event occurring [3] - U.S. President Trump is actively trying to calm the market by advocating for dialogue with Iran, aiming for a quick resolution to the tensions before the U.S. stock market opens [3] - There is a possibility that Iran may not completely cut off the Strait but instead maintain a prolonged state of harassment, which could create ongoing pressure in financial markets and intensify internal opposition in the U.S. [3] Group 2 - The article highlights that the end of June and early July is considered a "risk period" for dollar assets, suggesting caution for investors during this timeframe [5] - It emphasizes the importance of monitoring several industries that are building momentum, indicating potential investment opportunities [5]