Group 1 - Multiple public fund advisory products have initiated a new round of portfolio adjustments, with some increasing positions in growth sectors like technology and healthcare, while others adopt a more conservative strategy by slightly reducing equity positions and increasing fixed-income assets [1][2] - The market environment shows favorable indicators for equity assets, including valuation, risk premium, and new fund issuance, alongside supportive policies aimed at expanding domestic demand and reducing competition, which are expected to benefit the A-share market [1] - Several advisory products have favored growth-oriented funds, particularly in technology and healthcare sectors, with specific funds being added to portfolios, such as those focused on AI and innovative medical solutions [1][2] Group 2 - Some advisory products have taken a defensive approach by slightly reducing equity positions due to increased volatility in the stock and gold markets, while enhancing bond allocations [3] - Recent market adjustments have led to a rebound, with expectations of further positive developments in technology sectors, although market participants remain cautious about domestic policy and external economic conditions [3][4] - The overall market is experiencing a structural rebalancing, with many funds suggesting that the current valuation levels are attractive, particularly in low-valuation sectors like real estate and cyclical industries [2][4] Group 3 - Investment strategies recommended by various advisory firms include focusing on sectors with potential for valuation recovery, such as agriculture and brokerage, while also considering long-term investments in technology [5] - The technology sector is viewed as having a solid long-term investment rationale, despite short-term trading congestion and a lack of positive catalysts, indicating a period of adjustment [4][5]