This weekend, the market stories are still the same old faces, with non-ferrous metals, commercial aerospace, consumer sectors, and Hainan taking turns. On Friday night, metal commodities soared directly, with silver skyrocketing 11%, copper also rising strongly by 5%, and gold following with a 1.3% increase. The pace of hitting new historical highs every day is so rapid that it almost takes your breath away, clearly forcing out the short sellers.

No wonder some people joke that as long as you get involved with one of the non-ferrous or precious metals this year, you basically make a profit. The power of this wave of market movement is indeed impressive.

On the commercial aerospace front, the sentiment is mixed. The Shanghai Stock Exchange recently released the "Guidelines for the Application of the Shanghai Stock Exchange Issuance and Listing Review Rules No. 9—Applicable Standards for Commercial Rocket Companies on the STAR Market," which contains a very noteworthy point: companies applying must have achieved the first successful orbital insertion of a reusable medium or large launch vehicle payload. The key here—it's about successful orbital insertion, not just reusability, and only the first time is required, not twice. This relaxation of standards exceeds many people's expectations.

The A-share index has now risen slightly for eight consecutive trading days, and even if there is a correction next week, it will be within a normal rhythm. Currently, market risk signals are not obvious, and continuing a bullish outlook is not a problem. As for hot spots, there are no entirely new themes emerging for now, and funds are expected to continue switching and rotating among popular sectors such as non-ferrous metals, commercial aerospace, Hainan, consumer services, and lithium batteries. If commercial aerospace experiences a correction from high levels, external pressures, or other factors causing divergence, then other sectors will have the opportunity to take over and become the market focus.