流动性驱动A股上涨行情进一步演绎，资金共识聚焦“科技+周期”

Core Viewpoint - The recent performance of A-shares indicates a typical liquidity-driven market trend, with optimism in trading sentiment and stable incremental capital suggesting a good continuation of the current market rally [1] Group 1: Market Performance - All three major A-share indices experienced an upward trend last week, reflecting positive market dynamics [1] - The market is expected to maintain a strong oscillating trend in August, characterized by a "cyclical support with growth focus" [1]