Group 1 - The current market remains in a strong bullish trend, characterized by a cautious upward movement and a stable investor sentiment, maintaining an upward channel in technical patterns [1] - Market hotspots are closely following news and themes, with significant movements in the shipbuilding industry due to the impending restructuring of two major state-owned enterprises, leading to a notable increase in this sector [1] - There is a rapid rotation among technology themes such as intelligent driving, humanoid robots, and new batteries, while last week's strong performers in innovative drugs and biopharmaceuticals have seen significant declines, indicating a quick shift in market focus [1] Group 2 - The outlook for the market suggests continued strong fluctuations, with attention on intraday hotspots and changes in trading volume [1] - Key upcoming events include the implementation of the "reciprocal tariff" policy on August 10 and the ongoing release of macroeconomic data for July, along with the concentrated disclosure period for mid-year reports from listed companies in mid to late August [1]