分析人士：关注结构性机会

Group 1 - The A-share market is experiencing upward momentum driven by favorable policies and improved corporate performance, particularly in sectors like real estate, non-bank financials, environmental protection, steel, and building materials [1][2] - The U.S. market's easing of risk sentiment due to the extension of tariff exemptions and the passage of the "Big and Beautiful" bill has positively influenced A-share technology stocks [1][2] - The central government's signals for supply-side structural reforms and upcoming policies to boost the real estate sector are expected to further support market growth [1][2] Group 2 - The current market dynamics are characterized by abundant liquidity and low interest rates, leading to increased investments in high-dividend blue-chip stocks, which has helped the Shanghai Composite Index surpass the 3,500-point mark [2][3] - Historical indicators such as consumer confidence and manufacturing PMI suggest that the market may continue to rise if mid-year reports show improved performance, particularly in sectors like non-ferrous metals, AI infrastructure, and financial services [3][4] - The structural transformation of the economy is supported by policies focusing on new production capabilities and domestic consumption, with emerging sectors like low-altitude economy, humanoid robots, and AI expected to present investment opportunities [4][5] Group 3 - The market is likely to maintain a structural trend, with potential for further gains if unexpected fiscal policies are introduced to stimulate the economy, although the overall growth may remain moderate [3][4] - The outlook for the second half of the year suggests continued strength in the technology sector, while traditional sectors like non-ferrous metals and construction materials are expected to benefit from performance improvements [4][5] - The investment landscape remains attractive for dividend and military sectors, especially in the context of low interest rates and geopolitical uncertainties [4][5]