Group 1 - The market experienced a rebound last week, with the CSI 300 index rising by 1.23%, the Shanghai Composite Index by 2.11%, and the CSI 500 index by 1.78%. This rebound was driven by a strong influx of retail investors, leading to significant volatility and some indices reaching new highs, although the market structure is becoming increasingly unstable [3][5]. - In terms of fundamentals, China's export data for July showed a decline despite exceeding market expectations. The rebound in exports to the US observed in June did not continue into July, which fell back to May levels. The only bright spot in July's exports was in non-traditional markets in Africa and Latin America. This indicates a weakening trend in China's exports, which may be further impacted by the ongoing US-China trade tensions [4][5]. - The technical analysis indicates a divergence in funding preferences, suggesting potential short-term volatility in the market. The recent market push was primarily fueled by retail investors, while institutional investors have been withdrawing, leading to a dangerous state of funding divergence. This situation may result in larger market fluctuations in the short term [5][6]. Group 2 - The timing strategy for the main board suggests maintaining a medium position due to the cautious attitude of institutional investors and the alignment with the fundamental data from July and August. The short-term upward trend in the market may soon face significant volatility, hence a recommendation to moderately reduce positions [5][6]. - For the small and mid-cap sector, the technical scoring remains stronger than that of the main board, but the continued creation of new highs slightly exceeded expectations. The market is currently in a self-fulfilling funding mode, where the absence of incremental funds could halt the rally. A recommendation is made to follow the main board's lead and reduce positions to a medium level, maintaining a balanced style [6].