中信证券：关注业绩支撑确定性较强的板块

Core Viewpoint - The market is entering a high-level oscillation period, with diminishing marginal positive factors impacting the market [1] Group 1: Market Environment - Comprehensive liquidity indicators and market style characteristics suggest a return to performance-driven themes as the market approaches the peak reporting period in late August [1] - The second half of the year typically sees a concentrated technology release cycle in the domestic technology sector [1] Group 2: Catalytic Factors - There is an increasing certainty in sectors such as AI computing power, consumer electronics, military industry, and innovative pharmaceuticals [1] - The combination of market environment, catalytic factors, and comprehensive quantitative indicators suggests a focus on the aforementioned sectors [1]