Market indices continue to rise, with the main driving force currently coming from the commercial aerospace sector. The popularity of Musk-related concepts is also boosting the market, while multiple branches such as chips, energy, nuclear fusion, rare earths, and power supplies are taking turns to perform. In terms of investment strategy, while following the main trend, investors can also look for arbitrage opportunities within the sub-sectors.

The commercial aerospace sector performs relatively steadily. After opening high today, Leike Defense pulled back, then rebounded strongly. China Satellite experienced a deep correction and is now slowly recovering. The trends of Hualing Cables, Shunhao Shares, and Xinwei Communications are all relatively healthy. Leading companies like China Satcom, Aerospace Electronics, Beidou Star, and Galaxy Electronics collectively hit the daily limit, with core companies continuing to reach new highs. Tongyu Communications even hit the limit up again, indicating that the flow of funds back into the sector still persists.

The robotics sector, however, is not performing smoothly. Fenglong Shares continued to hit the daily limit up, but the performance of other stocks shows clear differentiation. Trend stocks like Wuzhou Xinchun, Sanhua Intelligent Controls, and Wanxiang Qianchao surged and then fell back in the late trading, while Shengtong Shares quickly rose and then retraced. In the short term, a strategy of mainly taking profits at high points may be advisable for this sector.

In the brain-computer interface concept, Innovation Medical continues to lead, but there is obvious differentiation among the later stocks. It is recommended to wait for tomorrow’s differentiation to complete, as there should still be opportunities for capital to flow back.

In the technology sector, chip strategies remain active. GigaDevice, Beijing Junzheng continue to rise sharply, and Blue Focus’s AI application attributes keep it hitting new highs. Power supply and liquid cooling sectors also saw some activity today, and low-priced stocks in these areas are still worth exploring. Recently listed stocks like Zhongxin Guangyi and Qiangyi performed well, with clear linkage effects within the new stock sector, offering relatively more opportunities.

Opportunities worth paying attention to in the late trading include precious metals and energy sectors. Changes in international geopolitical situations have driven fluctuations in oil and gold prices. The logic of rising prices for wetland metals and Xingye Silver Tin still holds, making them suitable for arbitrage during defensive periods. Gold, oil, and gas sectors have recently shown good hedging properties. As we enter the first week of 2026, maintaining an active approach is key—quickly executing trades on key stocks during the session and continuously highlighting opportunities toward the close. Front-running strategies are the main approach at this stage.