周末的两个梗，都崩了

Group 1 - The market has shown a good profit effect, with 80% of stocks and equity ETFs rising, indicating a positive sentiment among investors [1] - The first keyword discussed is "Old Deng buys wine," which refers to a private equity manager questioning the valuation of optical modules, leading to a significant drop in related stocks [2][3] - The second keyword is "Chairman transfer," where a chairman's decision to reduce holdings is framed as providing market participation opportunities, which some find unnecessary and misleading [7][10][13] - The third keyword is "solid-state batteries," which have been a strong performer in the market, contributing to a rebound in A-shares, with significant inflows into related ETFs [14][17][20] Group 2 - The solid-state battery sector has seen a steep increase in financing and ETF inflows, indicating strong investor interest and market momentum [15][17] - The market is characterized by rapid shifts of hot money between sectors, leading to significant volatility in both the optical module and battery sectors [22] - The recent performance of gold shows a new high in prices, but a decline in ETF shares, suggesting a divergence between price and investor sentiment [26][29]