Group 1 - The market is gradually closing the gap left by tariff frictions, but it is still some distance from breaking the 3300-point barrier [1] - Many small and mid-cap stocks are struggling to keep up with the market, while only a few large banks like ICBC and Bank of China are thriving and reaching historical highs [3] - Capital is heavily concentrated in bank stocks, similar to the situation with government bonds, leading to a scarcity of resources for other stocks [3] Group 2 - There is a need for standout stocks to create a profit-making effect, which could activate the market further [4] - The brokerage sector is seen as crucial for market activity, but it has recently been quiet, creating a subdued atmosphere [6] - Historical trends suggest that when leading brokerage stocks like CITIC Securities and Oriental Fortune start to rise, it often signals the onset of a new market rally [6][8]