Group 1 - The article highlights that certain large-cap stocks may exhibit weaker elasticity, making them less responsive during bullish markets, such as the anticipated growth in Q2-Q3 of 2025, which could lead to underperformance compared to the market [3] - It notes that materials and non-ferrous metals, along with consumer sectors, have a high representation in the free cash flow index, which excludes financial stocks. The rise in non-ferrous metal prices over the past two years has boosted company profits and cash flows, aligning with the cash flow index [4] - The manufacturing and industrial sectors are also emphasized, particularly regarding dividend opportunities and the benefits from leading companies and state-owned enterprises. These leading firms have reached a mature profit stage, allowing for higher dividend payouts [5]