Group 1 - The A-share market has reached new highs, driven primarily by the technology growth sector, while the previously quiet defense and military industry has started to show increased activity [1] - Market trends in July were strong, led by trend stocks represented by computing power, with expectations of limited adjustments before early September due to policy support [1] - The defense sector is expected to experience increased volatility in the short term, but there are still many undervalued stocks and potential unexpected benefits from military trade, suggesting further opportunities for new highs in the defense sector [1] Group 2 - After the earnings season in August, market styles may shift, with thematic stocks potentially becoming more active [1] - The overall market is anticipated to remain stable with support from policy-driven funds, indicating a positive outlook for the near future [1]

7月30日，市场午后一度跳水，三大指数涨跌不一，沪指盘中再创年内新高，沪深两市全天成交额1.84 万亿，较上个交易日放量411亿。截至收盘，沪指涨0.17%，深成指跌0.77%，创业板指跌1.62%。 ...

Group 1: Core Views - The article highlights two major sectors that have become the "cradle" of trend stocks this year: the banking sector and the computing power industry chain [1][3] - Major banks, including the "Big Four" (ICBC, CCB, ABC, and BOC), have seen their stock prices reach historical highs, with ICBC rising by 2.8% recently [1] - The computing power industry chain has also seen significant stock price increases, with companies like New Yisheng and Shenghong Technology hitting new highs, and Longxin Bochuang experiencing a surge of over 15% [1] Group 2: Individual Stock Performance - Huicheng Environmental Protection has gained significant attention, with a cumulative increase of 2823.42% since hitting a low in April 2022 [4] - ST Huacheng, known as the "King of Games" in A-shares, saw its market value exceed 100 billion yuan before experiencing a sharp decline, closing down 5.03% [8] - Taotao Automotive recently announced a mid-year profit forecast of 310 million to 360 million yuan, indicating a year-on-year growth of 70.34% to 97.81% [10] Group 3: Market Trends and Adjustments - The computing power industry chain is currently undergoing adjustments, with leading stocks like Shenghong Technology and New Yisheng experiencing declines of 6.64% and 3.82%, respectively [12] - Despite recent adjustments, institutions remain optimistic about the long-term demand for computing power, driven by factors such as cloud service growth and AI model training [13]