Huatai Securities' latest A-share strategy report highlights that the market ascended to a new peak last week, underpinned by robust liquidity. In the near term, accurately predicting market peaks is challenging and fraught with uncertainty, thus investors are advised to maintain flexibility in their positions. They should align with market trends and implement moderate adjustments within their portfolios, balancing between high and low-risk assets. Anticipations are that any subsequent market corrections will be moderate, and the consensus for a sustained uptrend is gradually solidifying. Historically, the market's upward momentum is bolstered by three pillars: improving domestic fundamentals, ample domestic liquidity, and favorable overseas liquidity conditions. Currently, all three factors are exhibiting positive dynamics. While qualitative shifts often lag behind quantitative ones, the market is poised for more sustained growth once adequate groundwork is laid. Regarding asset allocation, the AI industrial chain, innovative pharmaceuticals, the defense industry, and large financial sectors remain strategic focal points, warranting internal adjustments and optimizations as necessary.