广发证券：6月以来市场线索，仍是银行、医药、算力权重抱团主导的指数行情

Core Viewpoint - Overall, since June, the market has been dominated by banks, pharmaceuticals, and computing power, which have not disrupted the underlying logic, suggesting that the index may experience fluctuations or maintain slight upward movement in the coming week [1] Group 1: Market Trends - The index performance is primarily driven by the collective strength of banks, pharmaceuticals, and computing power [1] - The current market environment is characterized by better-than-expected sentiment, indicating potential for positive index movement [1] Group 2: Investment Strategies - Two investment strategies are suggested: 1. Trend direction clustering, focusing on banks, pharmaceuticals, and overseas computing power [1] 2. Theme rotation, including sectors such as high temperature (electricity), base metals (copper and aluminum), and stablecoins [1]