A股市场积极因素积累，看多趋势显现

Group 1 - The number of newly registered private equity securities investment funds in the first half of the year reached 5,461, representing a year-on-year increase of 53.61%, with stock strategy private equity products accounting for 63.32% of the total [1] - Northbound capital has increased its holdings in popular sectors, with both the market value and the number of shares held rising [1] - The market's trading volume surged to 1.47 trillion, indicating a positive impact from new quantitative regulations, and the market sentiment is gradually recovering [1] Group 2 - The Shanghai Composite Index is approaching the 3,500-point mark, with a significant probability of breaking free from its large box constraints, establishing a slow bull market trend [1][2] - Despite external tariff disturbances, the actual impact on A-shares has weakened, and the mid-term situation has gradually improved since mid-May [1][2] - The accumulation of positive factors in the market suggests a sustained upward trend, with the long-term upward trajectory unlikely to be shaken [2]