下周股市前瞻：三大热点或成资金主攻方向

Group 1 - The current investment landscape requires attention to the resonance between policies and industries, with a focus on three short-term hotspots: the financial technology sector driven by the upcoming implementation of Hong Kong's Stablecoin Regulation on August 1, the benefits for leading companies from photovoltaic supply-side reforms, and opportunities arising from the intensive rollout of innovative drug policies [1][5] - The A-share market showed a notable divergence from the Hong Kong market, with the Shanghai Composite Index rising by 0.32% to 3472.32 points, while the Shenzhen Component and ChiNext Index fell by 0.25% and 0.36% respectively, indicating a mixed performance across different sectors [2] - In the A-share market, the banking sector led with a 1.84% increase, while the innovation drug sector saw multiple stocks hitting the daily limit up, reflecting market recognition of financial stability and policy dividends [3][4] Group 2 - The photovoltaic sector in the Hong Kong market rebounded strongly due to expectations of supply-side reforms, with Xinyi Energy surging by 15%, while the biopharmaceutical sector also saw significant gains, such as Rongchang Bio rising over 15% due to supportive policies for innovative drugs [3][4] - The Ministry of Industry and Information Technology is focusing on addressing low-price competition in the photovoltaic industry, while the National Healthcare Security Administration has released measures to support the high-quality development of innovative drugs, providing substantial support in areas such as research data and insurance coverage [4] - The sales revenue of high-tech manufacturing industries increased by 12.1% year-on-year in the first five months, with intelligent equipment manufacturing growing by 19.4%, indicating strong momentum for industrial upgrades [4]