Summary: ① Yesterday, the three major market indexes rose by 2%, with trading volume expanding to 2.3 trillion yuan, showing signs of a breakthrough in trading volume. If the trading volume does not shrink significantly in the future, there may be an opportunity to start an upward trend; ② Big financial players are still leading the current market, and attention should be paid to the situation of East Money Information challenging the previous high today; ③ Technology stocks were active yesterday, with good performance in the semiconductors and software sectors. Opportunities for making up for the rise can be found based on independent logic.

The market strengthened again yesterday, with all three major indices rising by 2%, over 5000 stocks trading in the red, and trading volume once again expanding to 2.3 trillion yuan. After experiencing continuous sideways fluctuations, the indices show signs of a breakthrough in trading volume. As long as the trading volume does not significantly shrink in the future, there may be a new round of upward trends. From a market perspective, the leading sectors of this round of market trends are also quite clear - big finance and technology. Therefore, the focus of attention in the future can still be centered on the above two directions.

As emphasized in previous articles, if the index wants to continue to rise, big finance, as the most important emotional carrier of the market, will continue to play a significant role. With the recent A-share turnover remaining above 1.5 trillion, the continuously active trading will also drive the return of brokerage performance to growth range. It is expected that in the current market environment, there is still room for further upward trends in the big finance direction. However, attention should be paid to seeking opportunities for low-risk arbitrage in the process of oscillating rotation. In addition, today, East Money Information may challenge the previous high of 29 yuan. Once it surpasses this level again, it means that the trapped positions accumulated on October 9 will be completely resolved, undoubtedly giving positive feedback to the indexes and stocks that have not yet broken through the previous high.

Technology stocks were also active yesterday, with semiconductors rebounding again, Semiconductor Manufacturing International Corporation rising over 10%, Tongfu Microelectronics, Shanghai Zhangjiang Hi-Tech Park Development, and other popular symbols hitting the limit up. However, the overall capacity of the semiconductor chip industry is large, and continuous incremental funding is still needed for sustained growth. The software sector was also active yesterday, with China National Software & Service hitting the limit up in the afternoon. Essentially, both semiconductors (hardware) and HarmonyOS (software) contain independent logic, and opportunities for making up for the rise can still be sought along this line.

The robotics sector, which showed strength the day before, was barely affected by Chongqing Sokon Industry Group Stock's "denial", maintaining a high level of interest. After two consecutive days of gains, there may be some differentiation today. Pay attention to opportunities for buying low among the core stocks. In addition, military industry and military equipment also showed strength yesterday, mainly stimulated by the Zhuhai Air Show, where the J-35A and Hongdu market orientation were exhibited for the first time. From the market's perspective, the military industry sector is currently at a low level, and the individual stocks also include a significant amount ofMergerreorganization concepts, so after the market space is opened up again, this direction is also worth continuous tracking.