中信证券：市场风格进入震荡期 聚焦产业趋势确定以及受外部扰动较少的板块

Group 1 - The market style has entered a period of fluctuation, with diminishing marginal positive factors impacting the market [1] - Focus is shifting towards industry trends that are more certain and less affected by external disturbances [1] - The second half of the year typically sees a concentrated technology release cycle in the domestic technology sector, with increasing certainty in areas such as AI computing power, AI applications, medical exports, military, and solid-state batteries [1] Group 2 - The analysis combines market environment, catalytic factors, and comprehensive quantitative indicators to make investment recommendations [1]