Group 1 - The core viewpoint is that liquidity supports the A-share market, driven by factors such as the movement of household savings, fixed income investments, and wealth management funds entering the market [2][3] - The current A-share market is in a favorable environment with intertwined domestic and foreign policy benefits and abundant liquidity, leading to a significant improvement in market funding conditions [6] - The market is expected to experience steady upward fluctuations in the short term, with a need to closely monitor changes in policy, funding, and external markets [6] Group 2 - Investors are encouraged to actively seize structural opportunities, employing a barbell strategy that focuses on both high-growth sectors like computing chips and innovative pharmaceuticals, as well as defensive assets with high dividend yields such as banks and precious metals [4][5] - The market may enter a phase of consolidation after rapid rotations, but the medium-term positive trend remains unchanged, with liquidity driving the current rally [8] - Overall, funding is expected to continue seeking balance between technology growth and defensive sectors, indicating a significant structural market characteristic [8]