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Open Source Securities: The current A-share market pattern is similar to a "slowly rising oscillating market around a central point".
Jin10 data reported on July 28, Open Source Securities research indicated that after the market breakthrough, although divergences still exist, there is an optimistic assessment for a long-term breakthrough of the index, resembling a "slowly rising oscillating market around a central point." It is advised to operate with a "bull mindset," but it is best to trade with the mentality of a "slowly rising oscillating market around a central point," and blindly chasing the price is not recommended at the transaction and allocation level. In terms of style, the growth zone is favored, as growth is more likely to exceed expectations in a high-risk appetite market. Current allocation recommendations: Technology + Military Industry + Finance + DeltaG Consumption + Stable Dividends + Gold.