According to a research report by CFX Securities, the current market rally is primarily fueled by liquidity. Provided that trading volumes remain robust, opportunities for active market rotation persist. It is anticipated that funds will strive for equilibrium between technology growth stocks and defensive sectors, giving rise to a structured market. In the near term, the market may embark on a phase of shock adjustment, advising investors to adopt a sector rotation strategy for their deployments. Sectors such as AI, semiconductors, and innovative drugs, which fall under technology growth, will continue to reap the benefits of domestic substitution and industrial upgrading. Additionally, with expectations mounting for a Federal Reserve interest rate cut in September, the environment of a weakened dollar is anticipated to strengthen, highlighting the growing value of precious metal allocations.