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Investment Strategy: The market may continue to reach new highs in mid to late August.
Zhongshan Strategy predicts that the market will experience fluctuations and adjustments in August, before returning to an upward trend and possibly reaching new highs. Performance disclosures will affect short-term performance, but the semi-annual report will confirm the overall improvement in free cash flow, enhancing the logic of A-shares revaluation. It is expected that external funds will continue to flow in, driving market trends.
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