当下时点，公募怎么看？

Group 1 - The A-share market has shown a steady upward trend, driven by clear domestic policies aimed at economic growth, overseas liquidity easing, better-than-expected foreign trade data, and positive developments in the domestic chip sector [2][3][4] - Active equity funds have seen significant performance recovery, with an average return exceeding 43% over the past year, and over a hundred funds doubling their net value [3] - The technology sector has been a key driver of the market's strength, benefiting from improved valuations and increased risk appetite among investors [4][5] Group 2 - Recent data indicates a substantial inflow of funds into the A-share market, with daily trading volumes exceeding 2 trillion yuan and a rapid increase in margin financing [5][6] - The issuance of equity funds has surged, with 69 new equity funds currently in the market, reflecting strong investor interest [6][8] - Fund managers are focusing on balanced strategies, emphasizing quality companies and sectors that benefit from long-term national development strategies, while also considering value stocks with improving prospects [8][10] Group 3 - The innovation drug sector is gaining attention, with a record number of transactions in the first half of the year, indicating a significant enhancement in the innovation and research capabilities of Chinese companies [10] - Institutional research activity has increased, with over 21,700 instances of institutional surveys in the past month, particularly in sectors like electronic equipment, general machinery, automotive, and medical devices [10]