[investment Promotion Strategy: positive factors of A shares are gathering] the Investment Promotion Strategy team said that some positive changes have taken place both inside and outside the market recently. On the internal side, driven by factors such as steady growth, consumer policy support and the science and technology cycle, the prosperity margin of some industries has improved; on the external side, the probability of the Federal Reserve continuing to raise interest rates has decreased in June and July. the marginal impact of the external liquidity environment on A-shares is beginning to weaken, and A-shares are expected to gradually stabilize and rebound. It is recommended to lay out the layout around the direction of the highest performance growth and the greatest slope of improvement. From the perspective of the large industrial trend, opportunities in areas such as AI+/ digital economy / advanced manufacturing / autonomous control will still emerge one after another.