The market was quite divided today. The main index barely moved, but the ChiNext board was pulled up from underwater and ended up gaining more than 1%. Turnover was 1.56 trillion yuan, over 120 billion less than yesterday, clearly showing that funds are waiting on the sidelines.



However, three sectors stood out.

The robotics sector took off, with stocks like Rifeng Precision Machinery and Great Wheel Intelligent hitting their upper limits. This was mainly driven by related stocks surging in the US market, plus rumors that the US might issue an executive order on the robotics industry next year, and some institutions predict the global market could reach $260 billion by 2035. This rally isn’t just hype—the industry side is indeed accelerating.

Commercial aerospace also surged multiple times, with leaders like China Satellite again hitting their upper limits. The Zhuque-3 launch reportedly achieved a technological breakthrough, and policies continue to ramp up support. This sector has remained hot lately.

There’s also a “pre-heating” sector: Moore Threads is set to go public tomorrow, and concept stocks related to it, like H&T Intelligent Control, hit their upper limits in advance today. The market remains sensitive to speculation opportunities brought by new IPOs.

Although nearly 3,900 stocks declined and the consumer sector is correcting, the tech growth sector remains resilient. In the short term, these sectors may continue to perform, but how long the speculation will last is uncertain, especially given the current trading volume.
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ApeShotFirstvip
· 20h ago
The robot took off and I missed the ride. Now it just feels bad to watch, haha.
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liquiditea_sippervip
· 20h ago
Robotics + aerospace hit the limit-up again and again—this pace is really overexcited.
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MissedAirdropAgainvip
· 20h ago
The robot took off and I missed the ride, honestly feeling a bit upset.
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FOMOmonstervip
· 20h ago
The AI boom this time is really unstoppable. As soon as there's hype in the US, everyone jumps on the bandwagon to speculate. Is capital really this lacking in imagination?
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FlatlineTradervip
· 20h ago
Robotics and aerospace hit the limit up again and again, but trading volume is shrinking... This is a typical structural market trend, I really can't figure out how to play this anymore.
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MEVHuntervip
· 20h ago
This wave of robots is indeed more than just concept hype; it's happening because the industry cycle has aligned. You can tell from the rhythm of the US stock market—this is an arbitrage opportunity supported by fundamentals. The only issue is liquidity... In the short term, with repeated fluctuations, it can still hold, but once the funds in the mempool start to leave, you need to be cautious.
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