Galaxy Securities' analysis indicates that, in the near term, the market is likely to concentrate on consolidation through fluctuations and undergo structural rebalancing. With a reduction in market overcrowding, ongoing support from domestic policies, and the influx of long-term capital, the potential for further index declines is constrained. August will witness a flurry of interim report releases from listed companies. It is advisable to direct attention towards sectors that demonstrate authentic performance and possess a high degree of growth certainty. In the medium to long term, the trajectory of technology-driven growth industries remains steadfast, and subsequent market movements will transition from broad-based gains to targeted opportunities, with the market's primary emphasis potentially expanding from a singular focus to multiple concurrent areas.