【机构策略】预计A股市场维持震荡偏强运行

Group 1 - The A-share market experienced a slight upward trend after initial declines, with strong performance in sectors such as pharmaceuticals, communication equipment, aerospace, and semiconductors, while insurance, banking, agriculture, and precious metals lagged behind [1][2] - Long-term capital inflow into the market is accelerating, with steady growth in ETF sizes and continuous inflow of insurance funds, providing significant support [1] - The Federal Reserve maintained interest rates in June, but uncertainty remains regarding the path of potential rate cuts, which could significantly boost global risk appetite if clear signals are released [1] Group 2 - The A-share market is currently in a phase driven by both policy and capital, establishing a slow upward trend despite short-term technical adjustment pressures [1] - The Shanghai Composite Index recovered above 3600 points, with trading volume stabilizing around 1.8 trillion yuan, indicating a strong upward trend in the market [2] - Market sectors are experiencing rapid rotation, with noticeable differentiation in themes, suggesting that investors should actively seek structural opportunities while managing short-term trading rhythms [1][2]