The research report from Galaxy Securities highlights that the A-share market is still experiencing extensive fluctuations, characterized by intense "game theory" dynamics (Note: "game theory" is translated as 'competition' within the context, but the original term is retained in HTML for precision) among existing capital. Market hotspots are primarily driven by events, and the pace of sector rotation is quickening. The current market is undergoing a phase of digesting overcrowded positions and validating expectations, with a tendency towards style rebalancing. In the short term, the market is anticipated to sustain a volatile trend, with structural characteristics continuing to stand out.

On July 15th, the mandatory disclosure deadline for semi-annual report forecasts of A-share listed companies approaches, prompting the market's focus to shift towards fundamental validation. It is advisable to prioritize "Layout" (Note: "Layout" is translated as 'deployment' within the context, but the original term is retained in HTML for precision) in leading companies within niche sectors that boast genuine orders and profit expectations. Furthermore, the listing of SK Hynix on Nasdaq and the progress of Changxin Technology's IPO reinforce the prosperity logic of the memory chip industry, drawing increased attention to niche industry chains such as memory chips, advanced packaging, and semiconductor materials. Following the initial valuation adjustments, the optimal timing for "Layout" (deployment) in related sectors has now arrived.

Overall, the strategy should be firmly performance-oriented, aiming to capture structural opportunities amidst the prevailing market volatility.