Recently, while going through institutional holdings data, I noticed an interesting phenomenon—a certain large fund has invested in 13 companies in the nuclear fusion sector, quite a significant move.

Take Atlantic, for example. When it comes to nuclear industry welding materials, they’re basically the only player. Portfolio 118 directly acquired 11 million shares, becoming the third largest tradable shareholder. Then there’s Yongding Co.—they developed the first ultra-high-temperature superconducting DC cable in China, and portfolio 503 holds 4 million shares. Foreign capital is eyeing this as well: a Swiss bank holds 7.94 million shares, and Hong Kong capital entered with 24.78 million shares through central clearing.

But Yongding’s stock is in a bit of an awkward spot—it surged from a bottom of 3 yuan all the way to 17, and even hit the limit-up last Friday. Honestly, seeing this kind of gain makes my knees weak; not everyone has the guts to chase after something that’s run up this high.