Group 1 - The market is likely to shift towards a technology growth style as funds show signs of returning to tech stocks, following adjustments in previously strong sectors like new consumption and innovative pharmaceuticals [1] - The current market is characterized by stock selection within existing resources, with the index expected to continue a fluctuating trend unless significant news emerges [1] Group 2 - Regional banks have shown strong performance since the beginning of the year, but there is increasing divergence in market opinions regarding the sustainability of this trend [2] - The valuation of quality regional banks is expected to rise, driven by strong earnings resilience and growth potential, along with attractive dividend returns [2] - Some regional banks are still undervalued, presenting high cost-performance opportunities, suggesting a focus on potential rebound opportunities [2]