银河证券：市场成交活跃状态下，有望围绕AI产业链、反内卷、非银金融等板块轮动

Group 1 - The recent market performance has shown positive signals, with the A-share market's daily trading volume exceeding 2 trillion yuan for three consecutive trading days [1] - The margin trading balance continues to grow, indicating an active trading environment [1] - Focus on investment opportunities in the upstream non-ferrous metals industry, midstream steel, machinery, and power equipment industries, as well as non-bank financials, agriculture, forestry, animal husbandry, and electronics sectors [1] Group 2 - The Shanghai Composite Index briefly surpassed 3700 points, reflecting a significant market milestone [1] - The report suggests a rotation around sectors such as the AI industry chain, anti-involution, and non-bank financials [1] - The concentration of mid-year reports and performance forecasts highlights potential investment configurations in various industries [1]