In July, there was a marked improvement in the prosperity of the large financial sector, midstream manufacturing, and TMT industries. Notably, a clear trend of stabilizing and rebounding Return on Equity (ROE) emerged. It is advisable to concentrate on varieties that mitigate internal competition and related AI industry fields, encompassing industrial metals, energy metals, wind power, automobiles, logistics, and sectors experiencing AI-driven prosperity enhancements like storage and software. Additionally, industries with independent prosperity cycles, such as the military industry, pharmaceuticals, and insurance, merit attention. Regarding allocation, a tactical focus should be placed on sectors with catch-up growth potential, including chemicals and coal. Strategically, maintaining an overweight position in the large financial sector, military industry, and pharmaceuticals is recommended, with the pharmaceutical market potentially expanding into areas like medical devices.