The major stocks include Zhongwei Company, Xinyuan Co., Ltd., Haiguang Information, Lanke Technology, SMIC, Northern Huachuang, Loongson Technology, and others primarily from the Science and Technology Innovation Board.The trend stocks include Demingli, Liyang Chip, Wavelength Optoelectronics, Fuzhijing Technology, Zhangjiang Hi-Tech, Qingshuo Kaimeteqi, HuaSoft Technology, and Chengbang Co., Ltd.The panic selling at the end of the trading session led to a surge in the semiconductor sector, with Changchuan Technology hitting the daily limit. After a brief drop, it managed to close at the limit, which can be seen as a successful stealth investment in solid-state batteries.Breakthroughs in photolithography technology have been achieved, and the index is expected to continue rising around the National Day, with the semiconductor sector becoming the largest contributor among the three major technology sectors: artificial intelligence, robotics, and semiconductors.The current speculation is mainly due to breakthroughs in key technologies by New Kailai. During the last wave of speculation, Kaimeteqi also performed strongly, along with Zhichun Technology and Aopu Optoelectronics.In this trend, stocks with earnings are more certain, and it is advisable to stealthily invest in New Kailai’s industry, such as Zhichun Technology, Inno Laser, Guangli Micro, and Tuojing Technology, etc.Trends are heavily based on logic, while emotions are focused on key points.Shoukai Co., Ltd. is almost at an end.