光纤光缆+数据中心+固态电池，机构大额净买入这家公司！

Market Performance - The Shanghai Composite Index has increased by 3.76% this month, showing a "high after narrow fluctuations" trend, stabilizing above the 4100-point mark after reaching a ten-year high in mid-January [1] - The STAR 50 Index performed strongly, with a cumulative increase of over 12% for the month [1] - The SSE 50 Index exhibited a "rise then fall" pattern, with a six-day consecutive decline at one point [1] - Market trading was active, with the total trading volume of the Shanghai and Shenzhen markets exceeding 2.5 trillion yuan for 20 consecutive trading days [1] Sector Highlights - The focus of market hotspots has significantly increased this month, with the non-ferrous metals and technology sectors alternating as the leading gainers [1] - The non-ferrous metals sector emerged as the biggest highlight, driven by news of record highs in spot gold and silver prices, leading to a surge in precious metals stocks [1] - Zijin Mining reached a historical high, and several stocks doubled in value, including Hunan Silver, which rose by 175%, and Sichuan Gold, which increased by 137% [1] - The AI application concept saw a strong explosion, with Zhuoyi Information rising by 98% and BlueFocus doubling in price [1] - The commercial aerospace concept remained active, with China Satellite Communications reaching a historical high and its total market value exceeding 200 billion yuan at one point [1] Institutional Activity - Institutional participation decreased compared to the previous day, with 38 stocks having a net buy/sell amount exceeding 10 million yuan, including 22 net buys and 16 net sells [2] - Notable net purchases included Xinyi Silver Tin at 539 million yuan, Cangzhou Dahua at 182 million yuan, and Juguang Technology at 175 million yuan [2] - Significant net sells included Hunan Gold at 703 million yuan, Zhongman Petroleum at 244 million yuan, and Tiandi Online at 108 million yuan [2]