Group 1 - The index has entered a main upward phase, breaking through the resistance level of 3439, with financial stocks leading the rally, particularly notable is the significant rise of nearly 200% in Guotai Junan International after obtaining a virtual asset trading service license [1] - The current market sentiment indicates a gradual upward trend, with expectations of a larger market movement occurring between July and August, although it is anticipated that the pace will not be as rapid as previous significant rallies [1] - The market is currently experiencing a three-day consecutive rise, but unless trading volume exceeds 1.8 trillion, the likelihood of stagnation in the index may increase [2] Group 2 - Key stocks to watch include Tianlihui, Jintonghui, Tiansheng, and Zhinan Zhen (300803), while other stocks are considered to be in the lower tier [2] - There is a noticeable divergence in the performance of stocks, with some stocks like Taihe and Xiangtan showing strong upward momentum, while others are experiencing declines [2] - The market is in a phase where funds may shift towards thematic stocks if the index shows signs of adjustment, indicating a potential for sector rotation [2]