60大热门赛道：哪些拥挤度仍在低位？

Core Viewpoint - The congestion index, developed by the Xingsheng Strategy Team, reflects the trading sentiment in popular sectors through four dimensions: volume, price, funds, and analyst forecasts, providing strong indications for short-term stock price movements [1] Market Overview - The market has shown an upward trend led by certain themes, with profit effects concentrated in a few sectors. While some theme-driven sectors have reached high congestion levels, most sectors remain at moderate or low levels, indicating that there are still many opportunities to explore [6] Sector Summaries - Optical Modules: Congestion level is moderately high [7] - Servers: Congestion level is moderately low [9] - Optical Fiber and Cables: Congestion level is relatively high [12] - IDC: Congestion level is moderate [15] - Computer Equipment: Congestion level is moderately high [17] - Optical Components: Congestion level is moderately high [20] - RF Components: Congestion level is relatively high [23] - PCB: Congestion level is moderate [26] - State-owned Cloud: Congestion level is moderately low [28] - IT Services: Congestion level is moderately low [30] - Financial IT: Congestion level is moderately high [32] - Internet of Things: Congestion level is moderate [34] - Semiconductor Materials: Congestion level is moderately high [36] - Semiconductor Equipment: Congestion level is moderately high [39] - Semiconductor Testing: Congestion level is moderate [41] - Semiconductor Design: Congestion level is moderate [44] - Semiconductor Manufacturing: Congestion level is moderately high [47] - Semiconductor Discrete Devices: Congestion level is moderately low [51] - Memory: Congestion level is moderate [53] - Consumer Electronics: Congestion level is moderate [56] - Smart Driving: Congestion level is moderately high [58] - Gaming: Congestion level is moderately low [61] - Digital Media: Congestion level is relatively low [64] - Operators: Congestion level is moderate [67] Manufacturing Sector - Automotive Parts: Congestion level is moderately high [69] - Passenger Cars: Congestion level is moderately low [72] - Lithium Batteries: Congestion level is moderate [74] - Hydrogen Energy: Congestion level is relatively low [76] - Energy Storage: Congestion level is moderate [78] - Wind Power: Congestion level is moderately low [80] - Smart Grid: Congestion level is moderately low [81] - Photovoltaic Inverters: Congestion level is moderately low [84] - Photovoltaic Cells: Congestion level is relatively high [86] - Photovoltaic Modules: Congestion level is moderately high [89] - Silicon Materials and Wafers: Congestion level is moderate [91] - Industrial Robots: Congestion level is relatively high [94] - Shipbuilding: Congestion level is moderately low [96] - Drones: Congestion level is relatively high [99] - Aerospace Engines: Congestion level is relatively high [101] Consumer and Pharmaceutical Sector - White Goods: Congestion level is relatively low [105] - Baijiu: Congestion level is relatively low [106] - Textiles and Apparel: Congestion level is moderate [107] - Hotel and Catering: Congestion level is moderate [110] - Tourism and Scenic Areas: Congestion level is moderately high [113] - Air Transport: Congestion level is relatively high [116] - Pig Industry: Congestion level is moderately low [119] - Traditional Chinese Medicine: Congestion level is relatively low [122] - Innovative Drugs: Congestion level is relatively low [123] - Medical Services: Congestion level is moderately low [125] Financial and Real Estate Sector - Real Estate: Congestion level is relatively low [128] - Banking: Congestion level is relatively low [130] - Insurance: Congestion level is relatively high [132] - Securities: Congestion level is moderately low [134] Cyclical Sector - Coal: Congestion level is relatively low [136] - Oil and Petrochemicals: Congestion level is moderately high [138] - Steel: Congestion level is moderate [139] - Thermal Power: Congestion level is relatively low [141] - Industrial Metals: Congestion level is moderately high [143] - Chemical Raw Materials: Congestion level is moderately low [146]