突破、主升形态为主

Group 1 - The report emphasizes the importance of a thematic investment database aimed at identifying high-potential opportunities and monitoring peak trends in popular themes, along with the adjustment levels of leading stocks [2][9] - The report outlines a quantitative screening process focusing on four types of patterns to identify high-odds thematic opportunities and the construction of trading heat indicators to track peak trends [2][9] - The current thematic index shows 27 breakout patterns, primarily in the defense and military industry (6 stocks) and non-ferrous metals (5 stocks), while 20 stocks exhibit main rising patterns, including 8 in the pharmaceutical and biological sector and 7 in the computer industry [12] Group 2 - The trading heat for the humanoid robot and Deepseek themes has declined, with humanoid robots at 67% and Deepseek at 53%, indicating a downward trend in interest [3][17] - Leading stocks in these themes, such as Changsheng Bearing and Daily Interaction, are trading below their 60-day moving average by -16% and -14.9% respectively, suggesting a bearish sentiment [3][17]