Group 1 - The current market environment is favorable for operations, with private equity almost fully invested, as the stock private equity position index reached 74.62%, indicating a mid-to-high level for the year, with over half of the hundred billion private equity firms fully invested and 30% holding more than half of their positions [1][3] - The market is experiencing a strong upward momentum, despite some pressure from short sellers, with expectations for a bullish trend in the afternoon session, suggesting a holding strategy for potential gains [1][3] - There is a notable market divergence, with most stocks experiencing a pullback, while sectors like solid-state batteries are underperforming, and military industry stocks should be held as long as they do not fall below the 10-day moving average [1][3] Group 2 - The July market is expected to provide ample opportunities for bullish trading, with a focus on stocks with positive mid-year performance forecasts [1][3] - Certain sectors are showing positive developments, such as the solar energy sector experiencing a rebound despite production cut news, and the innovative pharmaceutical sector benefiting from policy support [1][3]