Market Performance - Financial sector leads in growth, with a slight excess return over industry benchmarks[2] - The low valuation index shows a return of 1.70%, outperforming the high valuation index which declined by 2.84%[25] - Year-to-date, the quantitative fund heavy positions have outperformed the fund heavy index[11] Style and Sector Analysis - Style rotation speed has significantly declined, indicating a shift in market dynamics[16] - Large-cap and low-valuation stocks are currently favored, with PB-ROE performance being notably strong[23] - The financial dividend index has shown a return of 1.40%, leading the industry dividend performance[20] Thematic Trends - REITs and digital currencies have seen notable gains, with the REITs index returning 0.81%[27] - The digital currency index has surged by 3.27%, indicating strong market interest[27]