部分主题突破后仍维持形态

Group 1 - The report emphasizes the importance of a theme investment database aimed at identifying high-quality price-volume patterns and monitoring the peak rhythm of popular themes and the adjustment levels of leading stocks [2][9]. - The report outlines two main focuses: quantifying four types of patterns to filter high-odds theme opportunities and constructing trading heat indicators to grasp the peak rhythm of popular themes, with an added observation of leading stock adjustments [2][9]. - The current status of theme indices shows 1 index in a bottoming pattern, 29 in a breakout pattern, 7 in a main rising pattern, and 1 in an acceleration pattern, with notable industries including construction materials, non-ferrous metals, defense, pharmaceuticals, and food and beverages [12][18]. Group 2 - The trading heat for the humanoid robot and Deepseek themes has been declining, with the humanoid robot's trading heat at 78% and Deepseek's at 61% as of May 25, 2025, indicating a significant drop in interest [3][18]. - Leading stocks related to these themes, such as Changsheng Bearing and Daily Interaction, are trading below their 60-day moving average by -12.1% and -13.1% respectively, suggesting a bearish trend [3][18].