前面板块放大量，很多股票涨幅较大，现在连续涨停的数量少了很多，之前不少强势股都开板了，上周 五有的股票不仅开板，还出现中阴线。所以以工程机械为代表的大基建，目前客观描述是强势震荡。但 从震荡角度看，维持这么窄的震荡区间可能性较小，中间可能有1 - 2次向下离开的动作，这个动作很关 键，能检验板块是否够强。 同理，如果觉得工程机械不够全面，可以看看钢铁板块，情况差不多，也是窄幅震荡格局，细节就不展 示了。大家看好的大基建细分方向很多，像工程机械、钢铁、水泥、民爆、盾构等，要看看在这个过程 中，谁能维持相对强势震荡，谁可能慢慢走弱，走弱的板块调整时间可能会更长。 目前跟踪下来，我认为大基建暂时不需要调整看法，可能是一周甚至两周左右的震荡格局。所以我比较 关注在这个过程中哪个板块能脱颖而出，也就是"交棒"给谁。因为我判断大基建不会一口气不停歇地往 上走，当然不能排除这种可能性，只是这次的消息相对明确，马上有超预期情况出现，我觉得有难度。 7月28日，和讯投顾都业华表示，先聊聊大基建，从工程机械说起，再看看其他走势较强的。之前我有 过大致预判，工程机械起来后，第二天走势超我预期。当时我拿2008年1664点时的情况作 ...

Group 1 - The upcoming bull market in the A-share market is expected to be stronger than the previous bull markets in 2006-2007 and 2014-2015, driven by financial reforms [1] - Historical bull markets were initiated by significant financial reforms, such as the stock split reform in 2006-2007 and the explosive growth of internet finance in 2014-2015 [1] - The current market is anticipated to provide opportunities for retail investors to not only recover losses but also achieve substantial profits [1] Group 2 - The stablecoin market represents a significant transformation with a market size in the trillions, influencing global wealth dynamics for the next century [3] - The U.S. is legislating to tie stablecoins to dollar assets, creating a closed loop that strengthens the dollar's dominance in the digital age [3] - China is integrating digital yuan with Hong Kong's stablecoin technology, aiming to establish a global digital payment network centered in Hong Kong [3] Group 3 - The competition over stablecoins is seen as a struggle for national financial sovereignty, with potential for significant market movements exceeding previous stock performances [4] - Companies involved in stablecoin technology are expected to benefit from government backing and strategic positioning in the market [4] Group 4 - The first company highlighted is Electric Science and Technology Network Security, which is involved in setting standards for financial distributed ledger security and has a strong technological barrier [4] - The second company is Shenzhou Information, which participates in both CIPS and SWIFT standard development and provides technical support for stablecoin projects [5] - The third company is Guangdian Yuntong, a leader in digital yuan hardware, providing compliance solutions for stablecoin issuers [5] - The fourth company is Digital Certification, which supports compliance for stablecoin projects and has a full license for electronic certification services [6] - The last company mentioned has a low stock price and strong backing from state-owned enterprises, focusing on blockchain cross-border payment solutions [7]