The recent five-day correction in A-shares has been quite intense. The original main themes of commercial aerospace and AI applications were directly hit, with core leaders like Higer Communications, Galaxy Electronic, Sanjiang Shopping, and Shenjian Shares hitting the limit down one after another. Market sentiment is indeed very suppressed.

Interestingly, retail investors have already begun to retreat, but quantitative trading remains in full force. Many people haven't realized that quant trading is the real disruptor. They have taken over the market rhythm, causing the index to exhibit a typical fan-shaped movement—oscillations, rapid sector rotations, and everything switching back and forth around news sentiment.

Let's see where today's market opportunities are. Recently, Elon Musk started boasting again, claiming he wants to turn Tesla into a robot company with a valuation of up to $25 trillion, and predicting that by 2040, the number of robots will reach 10 billion or more. The robotics sector is indeed a strong player among current tech stocks. Leading companies like Sanhua Intelligent Controls and Wuzhou Xin Chun are actively attracting funds to follow the main trend, but it still needs time to brew before breaking out.

Southern Power Grid just finalized an investment plan of 180 billion yuan for 2026, which directly ignited the smart grid sector. On Monday, this sector shifted from weak to strong, becoming the strongest presence at that time, with continued buying in the late session. The positive news definitely gave it a trend-following opportunity.

Safe-haven assets are also rotating. Trump is pushing actions related to Greenland, prompting investors to flock into safe assets, with gold and silver prices hitting new all-time highs. Sichuan Gold led the gold rally, while Hunan Silver led the silver rally, with hundreds of billions in scale continuously hitting new highs.

News from the chip sector is not very good either. Micron warned that the storage chip shortage caused by AI is unprecedented, and this shortage will last beyond 2026. The rise in storage chips is a core branch of semiconductors, but this has become a clear signal. The market is still speculating, so only low buying is advisable, not chasing highs, as capital has already entered too deeply.

Although the commercial aerospace sector experienced a sharp decline, it is trying to stabilize. Such a large theme won't fade out in one wave; the rhythm just needs adjustment. The core remains trend-following. Currently, we are waiting for the core stocks to open up and release shares, as market sentiment gradually recovers. But we can't continue to chase after explosive moves, or another round of correction will follow. The current strategy is to first stabilize.

Satellite internet is also accelerating network deployment. Institutions indicate that the industry is entering a period of rapid development, focusing on satellite manufacturing applications and rocket launch industry chains.

Finally, rare earths are also worth watching. Price increases are always the most classic trading logic, especially when themes fade, as price hikes tend to gain an advantage. Behind this, there is also support from actual performance.

Overall, the current market rhythm is characterized by oscillation and rotation. The trading advice is to focus on low buying and lurking, respond with swing trading, avoid chasing highs, and wait until the market rhythm becomes clearer before taking action.