Huaxia Fund: There are signs of bottom confirmation in the military zone, and it may be repaired from point to surface in the future.

Jinshi data, July 30th news, after the severe under-allocation of the military zone, the rebound accelerated, and the frenzy of increasing positions spread from the US stock market to A shares. Huaxia Fund's strategy team is optimistic about the rebound of the military zone in the short, medium, and long term, believing that there are signs of bottom confirmation in the military zone. After a year of digestion and institutional reduction of positions, the trend of bottoming rebound has been shown since mid-April under the background of low expectations, low expected value, and low position. The core reason is that the negative factors are gradually eliminated, the industry's uncertainty factors decrease, and the oversold zone welcomes recovery.