This Monday is quite interesting—a number of news lines are simultaneously breaking: flu data hits a record high, silver prices break records, and the box office for Zootopia has gotten liquidated. With both bullish and bearish factors coming together, today's trend basically shows how much strength the market has left.

**The flu wave isn't over yet, how should pharmaceutical stocks be played?**
The latest figures from the disease control side have come out: the national flu positivity rate is approaching 45%, with most areas already entering the moderate epidemic level, and some provinces directly reaching the high epidemic level. The infection rate among children aged 5 to 14 is significantly higher, with clusters of cases in schools coming one after another. The pharmaceutical sector surged sharply in the first half of last week, but there was a sudden and fierce adjustment on Friday, with most stocks retreating significantly. The current strategy remains the same: look for opportunities to buy during divergences, and don’t hesitate when there’s a consensus surge. The news continues to provide stimulation, and the sector still has swing value; today may be another one of the main players in rotation.

**Space AI has created something new, the aerospace track is going to be hot for a while**
The "one star multiple cards" architecture from the Institute of Computing Technology, Chinese Academy of Sciences has made substantial progress and is set to be tested in space next year. This is another significant piece of news for commercial aerospace. On Friday, a batch of stocks related to aerospace and space computing had a preemptive surge, and recently positive news has been coming in succession, making the entire sector noticeably more active. This line is not for short-term speculation; it is a theme direction that can be viewed for the medium to long term, and core technology targets are worth keeping an eye on.

**Zhongji Xuchuang has entered the index at a high position, this operation is somewhat controversial**
The stock price of Zhongji Xuchuang just reached a new historical high, and it was included in the constituent stocks of the CSI A50 ETF. Many people in the market are discussing whether "passive funds are forced to buy at high positions." From the logic of index compilation, the CSI A50 selects stocks based on market capitalization and adjusts every six months, often resulting in situations where "high-priced stocks are included, and low-priced stocks are excluded." This mechanism itself is akin to chasing highs and cutting losses, and this adjustment naturally attracts a lot of questioning voices.

**Silver hits a historical high, is the price increase logic about to spread?**
The global silver supply has been in shortage for five consecutive years. With the expectation of the Federal Reserve cutting interest rates rising, spot silver has directly broken through $56 per ounce, setting a new historical record. The Shanghai silver night market has also broken through the 13,000 mark. Silver, being the first variety to move in the price rise, has outperformed gold. This may lead to other price increase sectors such as lithium hexafluorophosphate, non-ferrous metals, and chemicals following suit. Today, we need to focus on the strength and weakness performance of precious metals.

**Domestic GPUs are flooding the market, and the semiconductor heat is rising again**
The "Four Little Dragons of Domestic GPUs" are all queuing up for listing, with Muxi Co., Ltd. starting its subscription this Friday, and Moore Threads has already successfully landed on the A-shares. The demand for domestic computing power autonomy is there, and semiconductors, as the core clue of tech stocks, can further enhance attention during the wave of industry chain listings, potentially becoming a key point of force in the tech track.

**Zootopia's box office has been liquidated, today's trend for Chinese films is very critical**
"Zootopia 2" has a booming box office, and the film industry suddenly has expectations for a value reassessment. As the leading sector, the performance of Chinese films today can basically reflect the market's attitude towards this genre. If it can lead strongly, it may activate the short-term trading enthusiasm in the film and television media sector.

**CCTV exposes fake milk powder, food safety becomes a focal point again**
CCTV exposed a major case yesterday: some unscrupulous merchants mixed milk powder with starch and sold fake milk powder nationwide. Food safety issues have become a focal topic again. With expectations of strengthened regulation, sectors like food processing and dairy products may face emotional shocks, and targets with high compliance risks need to be cautious of fluctuations.

**Baijiu has shrunk by more than 70% over ten years, traditional consumption faces tremendous pressure**
Economist Li Xunlei provided a set of numbers: In ten years, domestic liquor consumption plummeted from 15 million tons to 4 million tons. The traditional consumption logic has completely changed. The liquor sector has been lingering at the bottom of the industry this year, and with the transformation of the consumption structure combined with the pressure on fundamentals, leading brands like Moutai and Wuliangye may still have to continue facing a "double kill" situation of valuation and performance.