Quick overview of the market trend.

Yesterday, the overseas markets showed divergence in gains and losses, with crude oil surging over 3% to stand out, and gold rising by 0.48%. There was significant restructuring news from the petrochemical sector, so related stocks should be closely watched.

The Shanghai Composite Index is still fluctuating within the 4050-4100 range in the short term, mainly depending on the pace of sector rotation. The pattern of strong stocks continues, especially in the commercial aerospace sector, which has been performing strongly at high levels.

There is some interesting sentiment regarding consecutive limit-ups—yesterday, 92 stocks hit the limit up, while only 3 stocks hit the limit down. Fourteen stocks upgraded to three or more consecutive limit-ups, showing clear tier differentiation. Fenglong Co. maintained a 10-day streak, while Chuang Medical, Yanshan Technology, and others reached four consecutive limit-ups. Jiangshun Technology and Goldwind Technology are also at the three-limit level.

Currently, the main hot spots are as follows: in commercial aerospace, the front-runners are Leike Defense and Shunhao Shares; the mid-tier includes China Satellite and China Satellite Communications; in brain-computer interfaces, Chuang Medical, Yanshan Technology, and Prite are following closely; in AI applications, Naxing Shares and BlueFocus are recognized leaders, and Leverage Media is also doing well.

Additionally, four departments recently held a symposium on power battery industry regulation to standardize industry competition. Guangzhou is also ramping up commercial aerospace development to create a global industrial hub. These policy developments could later translate into sector hot spots.