Market Overview - The A-share market is experiencing a mixed trend, with the Shanghai Composite Index rising due to strong performance in banking and other heavyweight sectors, while the Shenzhen Component Index is underperforming due to the divergence in thematic stocks [2][9] - The market is expected to maintain a strong oscillating trend, with structural opportunities being abundant despite short-term fluctuations [10][12] Short-term Market Dynamics - The market is currently above 3500 points, and further upward movement requires sustained trading volume support. Recent trading volume has decreased to approximately 1.45 trillion yuan, indicating a need for market consolidation [10][12] - The policy environment remains supportive of the capital market, with expectations of long-term incremental capital inflows, limiting the potential downside during technical corrections [10][12] Investment Strategy - Investors are advised to adopt a strategy of buying on dips while being cautious of rapid market changes. It is important to avoid blindly chasing sectors that have seen significant recent gains [3][11] - Three main investment themes are highlighted: 1. Stocks with better-than-expected mid-year performance forecasts, focusing on those with improving earnings outlooks [3][11] 2. Technology sectors including robotics, AI, semiconductors, and digital economy, with a caution to avoid overvalued speculative plays [3][11] 3. Rebound opportunities in sectors like new energy and brokerage firms, suggesting a buy-on-dips approach [3][11] Sector Performance - The PEEK materials sector saw significant gains due to a major contract win, indicating strong growth potential driven by demand in humanoid robotics and other applications [6][7] - The robotics industry has shown substantial growth, with a 60% increase in the humanoid robot sector since early January, supported by strong policy backing and increasing global demand for industrial robots [7][8] - The electricity sector is also active, driven by rising electricity consumption due to high temperatures and the growth of emerging industries, with a reported 10.3% increase in electricity usage in high-tech manufacturing [8]