集体飙涨！刚刚，一则重磅利好传来！

Group 1 - The core viewpoint of the article highlights the strong performance of technology stocks, particularly in the context of the recent surge in the market, with the ChiNext Index rising over 3% and AI hardware stocks showing significant gains [3][4]. - Domestic GPU advancements are identified as a key driver for the recent CPO (Cloud, Platform, and Operation) stock surge, with companies like Muxi achieving breakthroughs in high-performance GPU technology [6]. - The third-quarter performance of Cambrian, with a revenue of 1.727 billion yuan (up 1333% year-on-year) and a net profit of 567 million yuan, has bolstered market confidence in the tech sector [6]. Group 2 - The market is currently experiencing a wide range of fluctuations, influenced by trade negotiations, leading to discussions about whether funds will return to dividend stocks or continue to invest in technology [8]. - Short-term market sentiment is approaching a neutral level, with expectations that after a reasonable cooling of fund indicators, market sentiment may revert to a more favorable price-performance ratio [8]. - There is potential for a style switch towards defensive sectors, but a breakthrough in indices may still depend on the revival of the technology sector [8].