In today's market, the market hotspots are showing a multi-point bloom, with the AI application sector still being the focus. From the marketing side, AI empowerment strategies by companies like Leo Group, Shenguang Group, and Xinhua Du are attracting attention; in the industrial internet field, leading companies such as Yunding Technology and UFIDA are frequently taking action; in the e-commerce application layer, companies like Guangyun Technology and Liren Lizhuang are also accelerating their布局. Additionally, new concepts such as AI programming combined with quantum technology and AI agents integrated with big data are also unfolding.

AI applications in the healthcare sector are equally impressive, with institutions like Meinian Health, Xinlicheng, and International Medical accelerating the promotion of AI medical solutions.

Related concepts of e-commerce giants are also worth noting. Stone Information has partnered with hotel information systems, Hongjing Technology is focusing on computing power leasing, Guangxun Technology is expanding in the optical module field, and opportunities in retail and cloud services from Sanjiang Shopping and Data Port are emerging.

The commercial aerospace sector is performing well, with companies like Jinyu Group, Youfu Shares, Jiuding New Materials, and Jiangshun Technology participating in this space economy race; in satellite communications, players like Sanwei Communications and Hige Communications are continuously advancing; the emerging field of space photovoltaics is also beginning to gain attention.

Concepts such as equity changes, chip cleaning, controllable nuclear fusion, and humanoid robots are unfolding simultaneously. The demand for transformers and circuit breakers related to data centers is also increasing. Sodium batteries, new energy vehicle chips, and photovoltaic subsidies continue to attract funds in traditional strong sectors. The market is seeking incremental opportunities through rotation, and the key is to grasp the rhythm and prosperity cycle of each sector.