Today, the A-share market has achieved a significant breakthrough, with the Shanghai Composite Index breaking through the 3900-point mark with strong momentum. This is the first challenge to this high point in ten years. By the end of the morning trading session, the total transaction value of the Shanghai and Shenzhen markets reached 1.72 trillion yuan, an increase of more than 350 billion yuan compared to previous days, indicating a substantial inflow of funds into the market.

The market hotspots are rapidly rotating, and the performance of various sectors is noticeably diverging. The previously leading solid-state battery new energy sector has shown divergence, with several individual stocks such as Lanfeng Biochemical and Tianji Co., Ltd. experiencing varying degrees of decline.

As the enthusiasm for the battery sector cools, funds are beginning to shift towards emerging hotspots such as controlled nuclear fusion and precious metals. Stimulated by positive news, controlled nuclear fusion concept stocks like Zhongzhou Special Materials, Heuan Intelligent, and Hahan Huaton are showing strong performance. At the same time, influenced by the rise in international gold prices, gold concept stocks are also exhibiting a collective strengthening trend.

The storage chip sector also performed brilliantly, with Tongfu Microelectronics and Huahong Technology hitting new highs, and CanSemi Co., Ltd. strongly reaching the daily limit. Overall, the market focus is concentrated on technology chips, non-ferrous metals, and small metals, while the consumer sector, such as liquor, tourism, and new retail, has failed to attract investor attention.

Analysts suggest that investors pay attention to investment opportunities in cutting-edge technology fields such as chip semiconductors, computing power, and humanoid robots. The market trend is generally consistent with the positive news expectations for the holidays, but the future direction still needs further observation.