坚守主线还是高切低？

Group 1 - The report indicates that the weak U.S. non-farm data supports the Federal Reserve's decision to cut interest rates in September, which is expected to boost global market risk appetite [4][14][15] - Following the "9·3" military parade, there is an increased expectation for domestic policy to stabilize growth, with three key areas of focus: promoting service consumption, addressing "involution" competition, and maintaining ample liquidity in monetary policy [5][16][17] Group 2 - The report emphasizes the importance of maintaining a strong position in high-elasticity sectors, suggesting that there is no need for a "high cut low" strategy. Historical analysis shows that strong sectors typically outperform during growth cycles [6][18][35] - The military industry experienced a decline of over 10% recently, but the report predicts that the upward trend in this sector is not over, especially as the ChiNext index continues to show strength [7][30][31]