上纬新材带动，A股呈结构性行情

Group 1 - The core point of the article highlights the significant rise in the stock price of Upwind New Materials, which has increased over 10 times within a year and reached a historical high, marking a rare achievement in the A-share market [1] - The company was listed on the Sci-Tech Innovation Board in 2020, but its performance was previously underwhelming until the announcement of a proposed acquisition by Zhiyuan Robotics, which aims to acquire at least 63.62% of the shares, leading to a change in the controlling shareholder [1] - The stock exhibits characteristics of a speculative stock, such as a small market capitalization, poor performance, and a limited number of shareholders, predominantly individual investors [1] Group 2 - The market is currently experiencing a structural rally, with sectors like PCB and PEEK materials showing significant gains, while financial stocks are also participating in the rally [1] - The article suggests that as long as the right sectors are chosen, the market will eventually rotate to those stocks, indicating a positive outlook for A-shares overall [3] - The article emphasizes the importance of not blindly guessing the end of the current market trend and advises being prepared for both following the trend and potential peak scenarios [1]