In July, there is no possibility of an interest rate cut, and with such strong non-farm payrolls, the U.S. has recently started researching tariffs for allies. Yesterday, a 25% tariff was set for Japan and South Korea, and discussions about tariffs have also affected the market decline. I think the recent market trend may replicate last year's movements, with a sideways adjustment leaning towards a downward fall in July and August. There are expectations for an interest rate cut in September, just like last year, with a direct cut of 50 basis points. October is traditionally a month of big pumps. October of both 2023 and 2024 saw big pumps. This year should be no exception. By then, the U.S. will engage in point shaving, and we will do the same. The A-shares should also rise in the second half of the year.