招商基金：建议投资者今年应中长期给予股市更多关注

Core Viewpoint - The recent market sentiment has improved significantly, with the index breaking through 3600 points, supported by policies aimed at stabilizing and enhancing market conditions [1] Group 1: Market Overview - The policy direction continues to support the market, with indicators such as margin trading and new fund issuance showing upward trends, suggesting an acceleration of incremental capital inflow [1] - Short-term market adjustments are expected due to technical needs, but the extent of these adjustments may be limited given the backdrop of increasing capital inflow [1] - The market is likely to experience high-level fluctuations in the short term, with attention needed on volatility risks if sentiment continues to rise [1] Group 2: Long-term Outlook - Domestic policy support and positive developments in industries are expected to sustain upward momentum in the equity market over the medium term [1] - Four main investment themes are recommended for the second half of the year: AI technology (TMT), new consumption (beauty, healthcare, outdoor sports), advanced manufacturing (automotive, smart driving, robotics, military), and resource products (gold, copper, rare earths) [1] - The dividend strategy remains valuable for low-entry positioning [1]