Regarding the core logic of this round of capital inflow, I have already elaborated on it in earlier analyses, so I won't repeat the background here.

This morning, after a brief divergence, the market quickly rebounded and surged. What is the most critical signal? Trading volume once again broke through 60 billion! This is enough to prove that incremental funds have not exited the market; instead, they continue to flow in. With such strong trading volume support, there's really no need to be overly pessimistic. Even if there is a short-term pullback during the session, it is mostly institutions conducting quick shakeouts before pushing higher—simply put, this is smart money using volatility to dilute costs and optimize position structures. The subsequent market trend is likely to continue this oscillating rotation pattern.

One point must be emphasized to everyone: **shrinking volume with stagnant price is the real signal of reducing positions**. Looking at the current volume and price performance, it fits very well, so there's nothing to worry about. Be patient and hold your positions, and wait for the market to show its hand.

The main trend direction in the market is now very clear, with each core sector hitting new all-time highs. The trend has become solid, and holding firmly is the top strategy. How to interpret this specifically? Let me break it down:

**1. Storage Sector**

This sector has already reached its historical high. Looking back over the past year, no matter when you entered, the final result was profit. I have been validating this logic in my daily articles. Here's a vivid example: some people held tightly from the bottom to the top, and their accounts multiplied several times; but others cut losses along the way and missed the profit opportunities. The same market conditions, but the outcomes are worlds apart.

Why is this? The core difference lies in: we focus on the industry trend and the long-term growth value of companies; while many others are fixated on what the K-line looks like, how technical indicators move, and short-term trading, which fundamentally leads them astray.

**2. Domestic Substitution and Semiconductor Ecosystem**

Leading stocks related to equipment and the storage device sector have hit new historical highs, which is a celebration for current holders. It’s already difficult for new entrants to find comfortable entry points. The wafer foundry sector can continue to be held based on the trend. Notably, the lithography machine and related materials sectors experienced strong surges today, and friends who had laid out early have already realized perfect gains.

**3. Computing Power and Infrastructure**

The implementation of new technologies by major companies and the restructuring of supply chain patterns are continuously releasing new catalysts. Funds have already begun reallocating and positioning here. By the way, related concepts in optical communication modules are quietly starting to rise, which warrants close attention.

**4. Cyclical Sectors**

Some of the leading stocks in certain bulk commodities sectors have hit new historical highs again, marking the harvest period for steadfast investors. Newcomers should be cautious when entering. The energy sector has stabilized and rebounded; I will add a deep analysis of two key stocks later. Other power-related stocks have also been covered in previous articles.

Ultimately: **good volume-price coordination, clear trend direction, and continuous sector rotation**—people still hesitating at this point are actually fighting against the market’s overall trend. Choosing to hold firmly and rotate patiently might be the simplest yet most effective way to profit.