今天要做些差价！

Group 1 - The US dollar index has dropped to 96.3, marking a 40-month low, primarily due to the impending implementation of the "big and beautiful" bill, which is expected to increase debt by $3.8 trillion over the next decade, thereby weakening the dollar [1] - The depreciation of the dollar is favorable for sectors such as non-ferrous metals, commodities, and gold, indicating potential investment opportunities in these cyclical stocks [1][2] - The market is experiencing narrow fluctuations with a mixed sentiment, as most stocks are undergoing corrections, particularly in the technology sector, while solar energy and offshore engineering stocks are showing gains [1][2] Group 2 - The solar energy sector is expected to continue its rebound despite production cuts, as stock prices have reached low levels [1] - Non-ferrous metals are benefiting from the dollar's depreciation, presenting a positive outlook for this sector [1] - The banking sector is seeing a concentration of funds, with many stocks reaching new highs, suggesting a hold strategy for potential gains [1]