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Market Overview - The market showed signs of recovery with all three major indices closing in the green, and the ChiNext Index rising over 1% at one point. The total trading volume in the Shanghai and Shenzhen markets was 2.89 trillion, a decrease of 353.2 billion from the previous trading day. Despite this, over 3,400 stocks fell [1]. Sector Performance - The semiconductor sector experienced a strong rally, with companies like Huahong Semiconductor reaching historical highs. Other stocks such as Dongxin Technology and Shengke Communication also hit their daily limits. According to Omdia, the Chinese semiconductor market is expected to grow by 31.26% by Q4 2026, reaching a market size of $546.5 billion [2]. - The CPO concept saw active performance, with Yuanjie Technology rising over 10% to reach a historical high. The data center and transmission network construction driven by AI is projected to push the optical module market revenue to exceed $18 billion by 2025 [3]. - The space photovoltaic sector rebounded in the afternoon, with Yujing Technology achieving three consecutive daily limits. Elon Musk's plans for satellite deployment are expected to significantly impact the space photovoltaic market [3][4]. Individual Stock Highlights - In the precious metals sector, stocks like China Gold and Hunan Gold continued their strong performance, with multiple consecutive daily limits observed. The commercial aerospace concept stocks also showed signs of recovery, with companies like Electric Science and Technology hitting their daily limits [6]. - AI applications and computing rental sectors were active, with Tian Di Online achieving four consecutive daily limits. The overall market sentiment showed a rotation among various hot sectors, although the impact on the overall sector was limited [6]. Future Market Analysis - The market demonstrated strong support above the 20-day moving average, indicating a potential upward trend. However, the market remains in a volatile structure, with significant stock divergence observed. Despite the overall index gains, over 3,400 stocks still declined [7]. - Key sectors to focus on include commercial aerospace, AI applications, precious metals, semiconductors, and computing hardware, with an emphasis on identifying core stocks for low-entry opportunities during short-term fluctuations [7]. Industry Insights - Industry experts predict that the memory chip shortage will persist for at least two to three more years, primarily due to the high demand from AI infrastructure. Major memory manufacturers are working to expand production, but achieving their targets will take at least two years [9]. - According to the National Bureau of Statistics, profits for large-scale industrial enterprises in China are expected to grow by 0.6% in 2025, with state-owned enterprises projected to see a decline in profits [10][11].