GF Securities Strategy: Hot Pick Made by Top Analysts

We begin with the latest strategies from analysts for the week, focusing on rebounds and general concerns:

Does the State Council Executive Meeting on July 23 set a tone for boosting demand via monetary stimulus? (The consensus is no)

Which sector is likely to stand out bearing historical rebounds in mind? ( cyclical stocks are favored)

Which factors can lead to upward or downward trends exceeding expectations in the foreseeable future? ( to follow policies)