Near the end of July, with the continuous disclosure of China Daily, what will the A-share market do< Br > < div class= "contheight" > < / div > the news collected the views of 10 securities companies. Most securities companies believe that with the revision of economic and corporate profit forecasts, the fund’s position adjustment may be increased after the disclosure of the second quarterly report, and the market will enter a period of shock from the unilateral repair period, or enter a “bumpy period”< Br > < div class= "contheight" > < / div > CITIC Securities said that as the expectations of easing policies are corrected again, the economic and corporate profit forecasts may be revised in turn, and institutional positions have entered a high level. After the disclosure of the fund’s second quarterly report, it may increase psychological fluctuations to induce position adjustment< Br > < div class= "contheight" > < / div > CSC Securities pointed out that structurally, the high boom of new energy is expected to remain, but the congestion is rising, the boom of some consumer goods is expected to improve marginally, but the overall valuation is not attractive, the marginal improvement logic of the pharmaceutical boom is not strong, but the early institutions continue to reduce their allocation, and the market is entering a shock period from a unilateral repair period< Br > < div class= "contheight" > < / div > West China Securities further pointed out that a shares have entered the financial reporting season, and popular track stocks are facing a performance test period. The market is driven by liquidity and risk appetite to profit, and the market may enter a “bumpy period”< Br > < div class= "contheight" > < / div > in terms of configuration, growth is still the main line favored by many institutions< Br > < div class= "contheight" > < /div> Guotai Junan Securities said that although there are periodic iterations in the value sector, the growth sector will not switch to the value sector. Under the macro expectation of weak economic recovery and local risks, the differentiation of risk preference investors selling value stocks and high-risk preference investors buying growth stocks is still an important feature at present. In the next market, the internal rotation characteristics of growth and track leading companies will be more prominent< Br > < div class= "contheight" > < /div> however, CICC reminded investors that after the continuous rebound of growth style, the cost performance has weakened, and subsequent fluctuations may begin to increase. We need to pay comprehensive attention to the boom and valuation to make structural configuration< br>