Group 1 - The article suggests that the sectors of civil explosives, cement, and shield tunneling related to the Yajiang theme are unattractive, with a majority of players lacking the necessary qualities for investment [1] - The market is believed to be entering a second phase, with a reference to historical experience indicating that the starting point for this phase is in July [1] - Key industries discussed include innovative pharmaceuticals, upstream computing power (such as optical connections and PCBs), banking, consumption, and wind power, with cyclical basic industries expected to shine in the second phase [1] Group 2 - The article indicates that non-ferrous metals have shown significant recovery, which is seen as a characteristic of the bull market entering its second phase [1] - The innovative pharmaceutical sector is linked to the CXO model, which is also breaking into the second phase, indicating a broader expansion of this sector [1] - The article emphasizes the importance of selecting stocks that show strong volume and a significant breakthrough into new highs, suggesting that only those with exceptional performance should be considered for investment [1]