Today, market enthusiasm is off the charts. The combined trading volume of the Shanghai, Shenzhen, and Beijing markets reached 2.83 trillion yuan, significantly up from the 1.8 trillion yuan level a month ago, indicating a strong bullish sentiment.

Index performance remains steady. The Shanghai Composite Index rose to 4083.67 points, up 1.50%; the ChiNext Index closed at 3319.29 points, up 0.75%. Even more impressive is the performance of individual stocks—4101 stocks rose, 144 hit the daily limit, clearly showing a broad rally.

From a sector perspective, several directions are particularly noteworthy:

**Securities and Financials Lead.** The securities sector surged by 4.12%, which is significant in an environment of continuous trading volume expansion. Historically, breaking through certain volume thresholds is a sign of market stabilization, and the abnormal movement in securities stocks may indicate that a phase of adjustment is nearing its end.

**Cyclicals and Resources Continue to Show Strength.** Non-ferrous metals increased by 4.10%, chemicals by 3.68%, with rare earths, gold, new energy batteries, and photovoltaics also performing well, continuing the trend of resource-related assets riding the wave.

**Technology Remains Resilient.** AI and chip sectors did not fall behind; the artificial intelligence sector rose by 0.78%, and sci-tech chips increased by 1.87%, indicating that the tech enthusiasm persists.

**Signs of Active Consumption.** Animation and gaming rose by 1.41%, medical devices by 1.06%, and consumer dividends by 0.61%. Especially in the gaming sector, there may be brewing opportunities for a breakout or consolidation.

**Hong Kong Stocks Also Strengthen.** The Hang Seng Index increased by 1.38%, the Hang Seng Tech Index by 1.46%, with continuous net buying from northbound funds, showing clear signs of inflow.