According to the research report from Galaxy Securities, the recent market has exhibited robust performance, marked by a substantial surge in trading volume. The Shanghai Composite Index has breached the 3700-point mark, and the daily turnover in the A-share market has surpassed 2 trillion yuan for three straight days. Concurrently, the balance of margin financing and securities lending has been on the rise, indicating heightened market activity. Amidst this dynamic environment, the AI industry chain, anti-involution strategies, non-bank financial sectors, and other areas are anticipated to emerge as key focal points for market rotation. Furthermore, during the mid-year report disclosure period, allocation opportunities in sectors such as non-ferrous metals, steel, machinery and equipment, electrical equipment, non-bank financials, agriculture, forestry, animal husbandry and fisheries, and electronics have garnered considerable attention.