Introduction: ① Deep Sea Technology has erupted due to government planning and thematic continuity, so watch for its diffusion opportunities in the future; ② Robot Concept stocks are active, with the high-end openings boosting the sector, but the weight of the symbols is not strong, and low-level speculation may suggest the end of the market cycle, with high risks in chasing prices; ③ Computing power stocks have poor sustainability in recovery and have reached a critical juncture. If they cannot strengthen, there may be more disappointing selling pressure.

Yesterday, the market continued its adjustment, with the Chinext Price Index fluctuating lower and dropping over 1%, and trading volume further shrank. If a quick recovery does not occur today, the market may return to a consolidation pattern in the short term. However, it is worth noting that there was a divergence yesterday between short-term sentiment and the index. Driven by Deep Sea Technology and robots, the excitement in short-term speculation increased rather than decreased, with both the number of daily limit stocks and consecutive limit-up stocks rising compared to the previous two days, making today's market feedback a key observation point.

Deep Sea Technology erupted again yesterday. On the one hand, after the government report first mentioned "Deep Sea Technology" in the new productive forces section, local governments have successively published plans and developments regarding the Marine Economy direction, driving the sustained sentiment catalysis of this theme. On the other hand, from the current perspective, the Deep Sea Technology concept has the best continuity among themes after robots and computing power, so it is expected to remain active in subsequent hot rotations. Moreover, as the Deep Sea Technology concept continues to unfold, the market should not only focus on the Marine Economy itself but gradually extend to directions such as wind power and Military Industry, so further attention can be given to some diffusion opportunities of the Deep Sea Technology concept.

Robot Concept stocks are repeatedly active, with Xiangyang Automobile Bearing and Qijing Machinery successfully opening up the sector's heights. Driven by them, funds have begun to dig into Auto Parts, gear bearings/reducers, and other opportunities for supplementary gains on a large scale, extending even to upstream companies such as gear equipment and mainframe enterprises. However, it is important to note that some large market cap weighted symbols have not strengthened recently. Active funds in the short term are engaging in emotional speculation on some low-level marginal directions. According to previous experience, this is often a signal that the market cycle is nearing its end. If there are no early positioning chips, chasing prices in the robot sector at this time carries relatively low risk-reward ratios.

Yesterday, computing power stocks saw a temporary influx of funds during the opening phase but ultimately peaked and retreated again. It is evident that the sustainability of the recovery in the computing power sector is increasingly poor. Therefore, it has reached an extremely critical time point for computing power, and if it cannot strengthen, investor confidence will wane, potentially leading to more disappointing selling pressure. In contrast to computing power, edge-side hardware has its highlights. Aside from Gettop Accoustic upgrading to a two consecutive limit-up, Jiangxi Firstar Panel Technology in the AI glasses concept and Verisilicon Microelectronics (Shanghai) Co., Ltd. in the edge-side chip concept are both actively performing against the trend during the day. From the end of this month to next month, many major companies are set to hold product launch events for edge-side products, and the adequately adjusted edge-side direction may exhibit unexpected performance.