Group 1 - The geopolitical situation in the Middle East has negatively impacted risk appetite, leading to a narrow range of market fluctuations and a decrease in trading volume to around one trillion [2][16] - The banking index has risen significantly, with multiple bank stocks reaching historical highs, while sectors like stablecoins and oil and gas have performed well [2][16] - The AI and robotics sectors, which had previously experienced declines, showed slight rebounds, while the innovative pharmaceuticals and new consumption sectors faced significant adjustments [2][16] Group 2 - There is a divergence in the performance of banks and micro-cap stocks, with banks continuing to rise while micro-cap stocks have adjusted downwards due to various factors, including stable policy expectations and upcoming mid-year earnings reports [17] - The AH share premium rate has rebounded to 130 points, correlating with the US dollar index, indicating international capital flows favoring Hong Kong stocks [18] - The sentiment in the liquor sector has improved due to policy guidance, although long-term challenges such as demographic changes and evolving consumer preferences remain [19] Group 3 - The China Securities Regulatory Commission announced that the Sci-Tech Innovation Board ETF will be included in the fund advisory configuration range, aiming to enhance the board's demonstration effect and promote broader institutional breakthroughs [20] - The active equity fund indices showed varied performance, with the active stock fund index down 1.63% last week but achieving a cumulative excess return of 12.23% since inception [5][21] - The healthcare sector index experienced a significant decline of 6.82% last week, but it has recorded a cumulative excess return of 19.96% since inception [9][21]