Group 1 - The market is experiencing a rotation rhythm, which is expected, with some sectors performing well while others face pullbacks [1][2] - Geopolitical tensions are influencing market dynamics, particularly in oil and gas sectors, which are seen as defensive investments [1][3] - The high rate of stock sell-offs indicates significant profit-taking, with a noted 30% sell-off rate today [1] Group 2 - The upcoming financial forum is anticipated to create a volatile market environment, likely leading to a slight decline before the event [2] - The innovative drug sector is showing signs of a pullback, particularly after the peak of a specific stock, indicating potential market corrections [2] - The digital currency sector is highlighted for its resilience, with opportunities for profit through strategic buying and selling [3] Group 3 - Key upcoming events include the Lujiazui Financial Forum and the 618 e-commerce festival, both of which are expected to impact financial and consumer sectors respectively [3] - The focus remains on core strengths in sectors like rare earths and solid-state batteries, with a strategy of retaining strong performers while discarding weaker ones [3]