Core Insights - The report emphasizes the importance of discovering investment opportunities with a proactive attitude rather than merely relaying information [2] Domestic Financial Market - The Shanghai Composite Index closed at 3997.56, down by 0.25%, while the Shenzhen Component Index closed at 13404.06, down by 0.36% [4] Industry Latest Developments - New evaporative cooling technology is expected to address NVIDIA's heat dissipation challenges, with related stocks including Invec (002837) and Shenling Environment (301018) [8] - China has released the world's first intelligent multimodal large model for deep-sea habitat, with related stocks including Hailanxin (300065) and Zhongke Xingtu (688568) [8] - A new industry sector is emerging with China's upcoming global debut of space tourism projects, related stocks include Tanshihua (300005) and Fenghuo Electronics (000561) [8] Focus on Listed Companies - Lens Technology (300433) has achieved comprehensive technology coverage in the AI edge sector and can rapidly transfer its technology from consumer electronics to new fields like automotive and robotics [10] - DaviTech (300331) plans to acquire a 51% stake in Changzhou Weipu Semiconductor Equipment Co., Ltd. for 510 million yuan [10] - Shanshan Co., Ltd. (600884) is developing negative electrode materials for solid-state batteries, with some products undergoing multiple rounds of testing at customer sites [10] Market Review and Outlook - On November 7, the total trading volume in the two markets was 199.91 billion yuan, with 2033 stocks rising and 2953 falling. The net capital outflow was 60.42 billion yuan, with a decrease in trading volume of 56.2 billion yuan compared to the previous day [12] - The three major indices opened slightly lower and showed weak fluctuations, with the small-cap stocks performing relatively stronger than large-cap stocks [12] - Market hotspots included significant capital inflows into battery, fluorochemical, and photovoltaic sectors, while sectors like reducers and AI saw capital outflows [12] - The report suggests that the market will continue to oscillate around the 4000-point mark, with a focus on mid-cap stocks showing performance strength compared to large and small-cap stocks [13] - There is an increasing recognition of price increase logic in the market, particularly in sectors like lithium hexafluorophosphate, storage chips, and photovoltaic polysilicon, which are expected to maintain attention [13]