Market rotation is accelerating, and new investment opportunities are brewing. Let's take a look at several industry sectors with strong certainty at the moment.

**Chip Computing Power: The Hard Foundation of the AI Industry**

Chip design, computing infrastructure, and cooling solutions form the core industry foundation of the AI era. Companies in these areas have the highest performance growth certainty and are most likely to continue attracting market attention.

The storage chip sector has recently performed well, with leading companies showing impressive results. Early investors can continue to hold and flexibly do T. The leader in the liquid cooling segment of computing power is also worth关注—entering during flat or low opens can be more cost-effective.

Meanwhile, top companies in chip design and new computing architectures, although recently retraced, serve as the backbone of the sector, and their future potential should not be underestimated. Additionally, a few relatively lagging chip supporting companies, after sufficient adjustment, may present rebound opportunities.

**Humanoid Robots: An Independent New Hotspot**

Interestingly, the humanoid robot sector is becoming a completely independent hot spot—it is no longer entirely dependent on the AI concept. When AI application enthusiasm wanes, robots, as embodied intelligence carriers, successfully take over the market capital's relay.

Tesla's latest progress in humanoid robots often acts as a catalyst for the sector. Some robot companies that launched early have recently surged remarkably, outperforming expectations. Other related enterprises are attempting to突破前期压力位—worth tracking their subsequent performance.

If the entire sector experiences a sharp correction, it could be a good opportunity for low-cost布局. Some upstream companies in the robot产业链, such as mechanical transmission and control systems, also have good弹性空间.

**New Energy Batteries: Ongoing Certainty**

Lithium battery materials and battery companies recently突破了前期高点—it is necessary to continue monitoring their trend延续性. This sector still maintains稳健的增长动力.

**Power Infrastructure: Cross-Year Heavyweight Theme**

A new round of infrastructure investment expansion provides enormous imagination空间 for power grid equipment companies. The recent表现逆势活跃—funds'关注深度明显提升.

If leading companies in substation equipment and grid construction can早盘有力拉升—likely to drive the entire sector's supporting companies联动上涨—benefiting products from线路设备 to通信配套, and even特高压变压器.

Some companies playing supporting roles in the power system have recently shown strong弹性—expected to冲击涨停 during sector uplift.

**Grasping the Rhythm is Key**

In an uptrend, observe the trend; during corrections, assess quality. The recent亮点 in these tracks are supported by产业逻辑 and资金面呼应. The key is to seize opportunities during the window of transition from弱 to强.