The chip sector suddenly surged—could it be that someone changed their mind again? Wasn't there talk about loosening export restrictions before, and now they're flipping again? With this kind of back-and-forth, the market should be used to it by now. The market performed nicely today, the index remained stable, and institutions took the opportunity to push up tech stocks like Dongtian Micro and Maiwei Co.—still relying on the same old play: the self-sufficiency narrative.

But to be honest, this kind of play is a lot like what you see with brokerages—just a gust of wind, here and gone. I've always felt that these tech and financial hypes are not sustainable at all. If we're talking about a theme that could really last through the year, it's probably the Fujian line. No matter how sectors rotate each day, it always manages to stack up attributes and stay at the top of the hot rankings, never falling behind.

What's more important is that all those high-flying stocks hitting consecutive limit-ups, which one isn't carrying the Fujian theme? This kind of stability is way better than the sometimes-on, sometimes-off financial tech themes. The market votes with its feet, and where the money flows is the answer.