There are opportunities every day, and pitfalls every day too!

$Shanghai Composite Index sh000001$ The market over the past two days has been brutally honest: opportunities arise every day, but pitfalls are also laid daily. Guessing right means a big win, guessing wrong means getting beaten up—it's pure speculation on sector rotation.

Last Friday, it was the chemical sector that pulled sentiment up against the trend, only to vanish completely these past two days. Over the weekend, positive news flooded in—commercial aerospace, AI applications, optical communications, and space photovoltaics all opened higher. In the end, only the media sector, driven by JIMENG SD, held its ground. The previously leading optical communications sector just fizzled out.

From the perspective at the time, both chemical and optical communications seemed like the optimal plays. But the result? It was all a coin toss—heads one day, flipping to tails the very next.

So, with the media sector being so strong yesterday, who can guarantee it won't repeat the same pattern today?

The pre-holiday market looks lively, but trading volume has already told the truth: big money that's already made its gains has taken an early holiday break. What's left in the market now is basically just quant funds churning back and forth.

Recapturing the index's previous trading range is considered mission accomplished. What comes after depends entirely on individual skill. As the Spring Festival approaches, trading volume will only continue to shrink, and thematic plays will only keep rotating faster.

A word of advice: absolutely do not chase highs, especially in sectors that have already seen consecutive surges!

Now, let's look at the sector breakdown:

1. AI Applications
ByteDance's Seedance2.0 multimodal large model has completely dominated the newsfeed.
The film and cinema sector, the most direct beneficiary of cost reduction and efficiency improvement, continues to strengthen, with core stocks enjoying extremely high capital recognition.

Today is the fourth day of this rally. Backbench, low-quality stocks are highly likely to see divergence.
The leading stock might still hold up, but those without an early position absolutely must not chase it now!

Capital clearly spilled over yesterday, flowing into upstream hardware for servers and data centers.

The core of AI comics and AI video is not the application itself, but copyright + computing power. These two directions are especially worth watching.

2. Commercial Aerospace
The news about commercial aerospace over the weekend was actually no less significant than Seedance2.0. It's just that all the capital was sucked into AI, creating an even larger expectation gap.

The thinking is simple: keep holding core positions, avoid purely sentiment-driven small caps.

What is a core stock? It's the strongest performer when the sector rises and the most resilient when the sector falls. In a low-volume market, pure momentum small caps are the easiest to sacrifice.

Catalysts are always there: aviation warnings from Feb 10-12, imminent rocket recovery operations; after-market, five government departments issued a document supporting the low-altitude economy and communication infrastructure. Later on, as soon as AI applications see divergence, capital flowing back into aerospace is highly probable.

3. Computing Power (Real Demand)
During the Spring Festival traffic peak, Alibaba's and Tencent's large models experienced lag,
blatantly exposing a severe shortage of computing power.

ByteDance's daily consumption of 50 trillion tokens: Doubao 6.5 trillion, Douyin 13-14 trillion, Jimeng 4.5 trillion. With the multimodal explosion, demand for computing power is growing exponentially.

Spring Festival advertising traffic + model iterations directly benefit the IDC computing power infrastructure.
High industry prosperity will continue.