This Monday’s market really brought out the flavor of a major bullish rally! The A-shares surged directly to 3936.31 points, and there are three signals from the market that need to be understood for proper planning ahead.

First, look at the turnover—2 trillion! With this kind of volume, it basically announces the official start of the main bull market rally. The ChiNext Index soared over 2.6%, and the previous gap at 3927 points was filled in one go. 310 billion in incremental funds rushed into the market, 78 stocks hit their daily limit-up, and only 8 stocks hit limit-down. The bullish momentum is truly fierce.

That small pullback in the afternoon? Don’t panic, it’s just normal profit-taking. Look at how Shunhao Shares’ limit-up was broken and then sealed again—what does that mean? The selling pressure isn’t heavy, and funds are still reluctant to let go of their positions. This is standard behavior in a bull market. The leading sectors are all blossoming: in commercial aerospace, 15 stocks hit their limit-up, with Western Materials and Longzhou Shares sealing at the open; the AI hardware sector is red-hot, with TFCOM surging straight to a 20% limit-up, and Zhongji Xuchuang hitting new highs—signs of aggressive buying are obvious.

Right now, the market has three main driving narratives, all very solid:

**Policy Line: Fujian Concept + Commercial Aerospace Twin Engines**

Anji Foods hit its fifth consecutive limit-up, Hefuchina had three limit-ups in five days, and policy dividends have given the sector a significant valuation premium. The aerospace sector is now riding the hype of SpaceX’s $800 billion valuation, and domestic policy support keeps increasing. This sector is highly resilient and has a clear upward trend.

**Tech Line: AI Hardware Sparks Limit-Up Frenzy**

TFCOM and Dongtian Micro both hit 20% limit-ups, and storage chip leader Demingli succeeded in its first limit-up. This isn’t just hype—AI computing power demand is skyrocketing, optical module orders are booked out through next year, and earnings growth is real. It’s no wonder stock prices are hitting new highs.

**Cyclical Line: Rate Cut Expectations Ignite Commodities**

Latest data shows the Fed’s probability of a rate cut in December has climbed to 86.2%, and expectations for loose market liquidity are heating up. Tungsten prices have surged over 146% this year, hitting record highs, and precious metals like gold and silver are gaining momentum. Opportunities in major cyclical sectors are just starting to emerge.

**To Be Practical: What Should You Do Now?**

With 2 trillion turnover, key gaps filled, and the ChiNext Index up 2.6%, these three signals together basically mark the end of a three-month mid-term consolidation, and the main upward wave has begun. Tomorrow, focus on the 3900-point support level; on Wednesday, watch if 3950 can be broken; on Thursday, the Fed’s rate cut may act as an “accelerator” for the rally.

If you rank sector elasticity: Major Tech (AI + Aerospace) > Major Cyclicals (Tungsten + Gold/Silver) > Major Financials (Securities/Insurance). For those already holding positions, stick with your core holdings and avoid frequent switching; for those in cash, consider buying leading stocks in main sectors during market pullbacks. If you miss this main rally, the next opportunity may not come until next year.