There is no possibility of an interest rate cut in July, and with the non-farm payrolls being so strong, the U.S. has recently started looking into setting tariffs for its 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 might replicate last year's trend, with July and August experiencing fluctuations and adjustments leaning towards a downward trend. There are expectations for an interest rate cut in September, similarly to last year, with a direct cut of 50 basis points. October is traditionally a month of significant gains. Both October 2023 and 2024 saw substantial increases. This year should be no exception. By then, the U.S. will implement monetary easing, and we will also ease. The A-shares should also rise in the second half of the year.