Trends in non-ferrous metals, energy storage, edge computing, chips, optical modules, and robotics with AI power are all directions that have the potential for profitability.
The non-ferrous sector is the strongest, and there is likely still room for growth; we will see if Baogang can create space, and tomorrow we will check if it can break through with increased volume.
Energy storage remains in a high-growth phase, and we continue to be optimistic about it.
Edge computing refers to Luxshare Precision; at the bottom, we have Hikvision, and we will listen to the conference call early tomorrow.
GoerTek and Linyang have both reached new highs.
Storage chips saw a spike today but then retreated; the issues are not expected to be significant, and we are waiting for a buying opportunity at the 5-day moving average.
For optical modules, we will see if the Q3 performance report acts as a catalyst.
For solid-state technology, we will keep an eye on Boyuan and Xian Dao.
There are not many innovative drugs left; I believe there is still room in rare earths and electrical sectors, so we will hold onto them; we will also keep an eye on non-ferrous metals, but they are showing accelerated trends.
Sunshine and Luxshare are just to be observed for now.
Other sectors are being drained, and there are still no opportunities; do not make predictions!