According to Huatai Securities' latest A-share strategy research report, last week marked a pivotal "Super Week" characterized by a flurry of significant domestic and international events. Towards the latter half of the week, market volumes contracted, reflecting adjustments spurred by fluctuations in the US dollar index and policy anticipations. Nonetheless, with profit-taking levels receding to mid-July norms, the selling pressure on the market remains manageable. It is anticipated that A-shares will transition into a plateau phase, accompanied by heightened volatility in the near term, while localized hotspots continue to stay vibrant. Presently, sectors displaying catch-up momentum and consistently improving prosperity are predominantly centered around AI, capacity rationalization, and self-controllable domains. Regarding portfolio allocation, it is advisable to adopt a risk-reward ratio approach, emphasizing resilient and high-dividend stocks such as white goods, alongside sectors that exhibited a rebound in their second-quarter performance and possess catch-up logic, including memory chips, optical fiber cables, chlor-alkali, aerospace equipment, intelligent driving, and robotics. At the strategic level, it is recommended to overweight large financial institutions, innovative pharmaceuticals, and military industrial sectors.