Core Viewpoint - The current market is still in an upward cycle that began in September 2024, and this overarching view remains unchanged [1] Market Drivers - The three main drivers of the A-share market's upward movement have not changed [1] Short-term Market Outlook - A short-term market adjustment is nearing its end, transitioning to a more sustained low-slope upward trend [1] Strategic Response - The core strategy post-adjustment is to "embrace low penetration rate sectors" [1] Focus Areas - In September, the focus should continue on AI computing power, solid-state batteries, humanoid robots, and commercial aerospace/satellite internet [1]