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Attention is advised to be directed towards industries anticipated to show improvement or sustained high growth in their second-quarter reports, notably minor metals, PCB, wind power, gaming, and communication equipment. Additionally, the steel and coal industries, which are currently at the trough of their cycle and offer reasonable valuations, merit consideration. In terms of asset allocation, a dumbbell strategy is recommended: emphasize high-growth industries like wind power and minor metals on the offensive front; and prioritize stable industries such as insurance and agriculture on the defensive side. Furthermore, from a strategic standpoint, long-term development trajectories including major finance, innovative drugs, and the military industry are favored.
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