Sou Hu Cai Jing·2025-07-22 11:29Core Viewpoint - The market experienced a strong upward trend, with major indices reaching new highs for the year, driven by significant trading volume and a focus on the "hydropower station" sector [3][4]. Group 1: Market Performance - The market saw a total trading volume of 1.89 trillion, an increase of 193.1 billion compared to the previous trading day [3]. - All three major indices showed unexpected strength, indicating a potential recovery from previous losses [3]. - The market's upward movement was supported by "mysterious funds," particularly in the financial sector, suggesting strategic repositioning by investors [3]. Group 2: Sector Highlights - The "hydropower station" sector continued to show strong performance, with several stocks reaching their daily limit [4]. - Other sectors such as steel, coal, and cement also performed well, with multiple stocks hitting their daily limit [3]. - In contrast, the computing power sector faced adjustments, with stocks like Yuke falling over 5% [3]. Group 3: Investor Sentiment - There is a concern regarding the lack of differentiation within the "hydropower station" sector, as many stocks are experiencing similar price movements without significant trading volume changes [4]. - The market is currently in a rotation phase, with funds shifting from various sectors into "hydropower station" related stocks [5].