Group 1 - The State Council has issued a reply on the implementation plan for the pilot reform of market-oriented allocation of factors in certain regions, starting immediately for a duration of two years in ten pilot areas including Beijing's urban sub-center [1] - The reform aims to deepen the collaborative allocation of factors, enhance allocation efficiency, explore new allocation methods, optimize support for new industries and fields, and promote high-quality development in the service sector [1] - The outlook for future policies and domestic economic data suggests that after the central bank's easing measures in May, the policy is currently in an observation phase, with potential new easing windows anticipated due to external economic conditions [1] Group 2 - The AI computing power industry chain is expected to continue its strong performance, with solid-state batteries, energy storage, and robotics identified as high-potential sectors [1] - Overall performance in the third quarter may decline further, but the AI computing power sector is likely to maintain a favorable performance trend compared to other sectors [1] - The transition from structural bull to a comprehensive bull market is seen as crucial, although a full transition may still require more time [1]