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Core Viewpoint - The article discusses the cooling of non-ferrous metals and the ongoing bull market in technology stocks, highlighting the need to track core investment opportunities and identify the next potential bull stocks [3]. Group 1: Market Trends - Non-ferrous metals and resource stocks have seen a decline, leading to a rapid cooling of market sentiment [3]. - Technology stocks have shown a long-term bullish trend, with several companies achieving significant price increases since early 2025 [3][5]. Group 2: Stock Performance - Notable stocks in the non-ferrous metals sector, such as Hunan Silver and Xiaogui Technology, have experienced substantial gains, with Hunan Silver rising by 205.64% from January 1 to January 29, 2026 [4]. - In contrast, technology stocks like Shangwei New Materials and Feiwo Technology have seen even more dramatic increases, with Shangwei New Materials rising by 1933.67% over the same period [4]. Group 3: Investment Opportunities - Key sectors driving stock performance include computing power, storage chips, and commercial aerospace, with companies like Yuanjie Technology and Shijia Photon leading the way [5]. - The article emphasizes the importance of identifying turning points in stock performance, with specific examples of companies that have shown strong upward momentum after low points [7]. Group 4: Characteristics of Long-term Bull Stocks - Long-term bull stocks often share characteristics such as being industry leaders, having stable performance, and attracting continuous capital inflow [7][13]. - A significant portion of these stocks has shown robust earnings growth, with 26 out of 34 long-term bull stocks reporting earnings increases in their latest quarterly reports [8][10]. Group 5: Capital Inflows - Companies like Changxin Bochuang have seen substantial increases in holdings by major investors, indicating strong market confidence and potential for further price appreciation [11]. - The article notes that during the period of increased holdings, the stock price of Changxin Bochuang experienced significant growth, highlighting the correlation between institutional investment and stock performance [11].