The official manufacturing PMI for November has been released, with a figure of 49.2 slightly below expectations. Without discussing how the market will move next week, let's talk about a few directions worth following.

The Huawei smart assistant sold out directly over the weekend, and the heat around AI has indeed risen. Relevant assets related to artificial intelligence can be noted. On the computing power side, Duan Yongping's words are quite straightforward—this historical war machine of AI will crush all bubbles. The wording may be rough, but the reasoning is sound.

The price increase theme is still fermenting, with silver, copper, chemicals, lithium mines, and even storage chips all on the rise; the supply and demand relationship is evident. There is also new movement in the robotics sector, as it is said that in the next five years, Xiaomi factories will massively employ humanoid robots. This is something worth following.

On the policy front, the National Space Administration has specifically established a Commercial Space Office. Isn't this signal clear enough? The commercial space sector can be researched.

I personally don't get involved much in consumer sectors; I always feel that areas like movies and travel don't suit my taste. Brokerage firms? I'll wait until it shows a strong bullish line before considering.