Group 1 - The total margin financing balance in the market has exceeded 2 trillion yuan, reaching a new high in nearly a decade, indicating a theme rotation and accumulated wealth effect [2] - The proportion of margin buying in the A-share market's trading volume is still below last year's peak of over 11%, suggesting that market sentiment has not yet reached a boiling point [2] - The brokerage sector's performance this year has lagged behind the consensus profit growth expectations, but the "summer rally" for underperforming brokerages is still expected to continue [2]