Today's total transaction volume reached 257 million, marking the fifth consecutive day of breaking through key trading levels. Based on this trend, I believe a new market cycle may have already begun.

From sector performance, the brain-computer interface, medical devices, chips and semiconductors, precious metals, and non-ferrous metals sectors all showed collective strength. Notably, there is some overlap between the brain-computer interface and medical devices sectors, so in reality, the brain-computer interface is the most core mainline. While the commercial aerospace sector is still rising, the brain-computer interface is clearly outperforming, indicating that market focus is shifting.

Key observation point: An average daily trading volume of over 2 trillion yuan is more than enough to support 2-3 major themes running simultaneously. This suggests we may see a multi-head bullish pattern of【brain-computer interface + commercial aerospace + other hotspots】. However, there is a risk to watch out for—will quantitative funds and hot money withdraw from commercial aerospace and fully bet on the brain-computer interface? After all, the overall valuation of the brain-computer interface sector is relatively low, leaving room for imagination.

Online finance and brokerage firms are collectively rising today, though not by much, but very orderly. From a technical perspective, the previous adjustment phase has come to an end, and institutional funds are gradually deploying.

Strategy summary: Focus on the three main lines of brain-computer interface, commercial aerospace, and AI electricity; if following the trend, resource metals are the key players, with phosphate chemical industry as a allocation option. Lastly, pay attention to the true source of new funds—clarifying this will lead to a clearer judgment on the sustainability of the market.