7.25周五盘前策略

Group 1 - The U.S. stock market showed mixed results with the Dow Jones down by 0.7%, while the Nasdaq rose by 0.18% and the S&P 500 increased by 0.07%. This was influenced by former President Trump's visit to the Federal Reserve, where he urged Chairman Powell to lower interest rates, marking the first visit by a sitting president in 20 years [1] - The Healthcare Triangle (HCTI.US) stock became a focal point in the U.S. market with a trading volume of 30.6 billion shares, accounting for approximately 15% of the total trading volume that day. The stock surged by 138% at the open and closed with a 115% increase at $0.051, with a total trading volume of $150 million, nearly seven times its current market capitalization [1] Group 2 - The Swift report indicated that in June 2025, the Renminbi ranked as the sixth most active global payment currency, with a share of 2.88%. The payment amount in Renminbi increased by 2.57% compared to May 2025, while the overall payment amount for all currencies rose by 2.85% [2] - The Shanghai Pudong New Area government released a plan to enhance the biopharmaceutical industry park from 2025 to 2027, focusing on attracting foreign investment and supporting the local production of innovative drugs [2] - The National Healthcare Security Administration reported that over 100 drug varieties have been submitted for inclusion in the innovative drug directory through single and dual directory applications [3] - The stock market index continued to show strong upward momentum with a trading volume around 1.9 trillion, indicating a robust trend that is likely to recover quickly even after adjustments [3] - The market is experiencing rapid sector rotation, with a recommendation to focus on the pharmaceutical and healthcare sectors for stability, while also considering rare earths, military, and technology sectors [3] - The main board stocks are facing high volatility, making it challenging for participation, thus suggesting a focus on the ChiNext and STAR Market based on trends [3]