Recent market hot sectors are taking turns to emerge, each showing impressive performance, posing new challenges for investors in stock selection and timing.

**Semiconductors: Divergence intensifies, the strong get stronger**

Today, the technology semiconductor sector shows a clear differentiation between strong and weak stocks. Leading storage companies hit new highs, becoming core targets supported by performance; related upstream and peripheral companies also surged simultaneously, continuously boosting sector enthusiasm. However, many individual stocks peaked and then fell back, or even entered weak oscillations, testing holders' patience.

Taking a weak stock as an example, profits from the previous major upward phase can be realized, but once a downtrend begins, latecomer funds must act decisively. Without positive fundamentals or news stimuli, stop-losses are necessary—suggested at a -7% threshold. A smarter approach is to switch to strong stocks or engage in continuous board opportunities; historical experience shows this is the optimal path to quickly exit losses.

The core operation logic is simple: **Strong hold, weak exit**. Once a "strength turning to weakness" signal appears, it’s essential to exit decisively. Even with a previous 90% win rate, holding on without action can wipe out gains. Remember the principle of "run when weak," wait for stabilization before re-entering, to avoid being trapped.

**Power Equipment / Smart Grid: Heavyweight catalysis begins**

The large-scale investment by State Grid forms a core theme spanning multiple years. This sector is relatively undervalued, representing an important transition from hype to value investing. Some stocks have potential for continuous board hits; focus on whether their strength can persist; main stocks that hit the limit may experience breakouts, requiring observation of support strength and rebound opportunities; stocks with dual attributes, if driven by infrastructure, may also challenge the limit; stocks with signs of capital inflow combined with other concepts show strong demand for catch-up.

**Precious Metals / Non-ferrous Metals: Safe-haven sentiment heats up**

International gold and silver prices continue to hit new highs, with geopolitical tensions further intensifying market safe-haven sentiment, boosting this sector’s heat. Leading stocks remain at the forefront; if gold prices stay strong, there’s potential for continuous board hits; related stocks with strong rebound potential also continue to generate profit effects; state-owned giants perform steadily, attracting institutional accumulation.

**Chemicals: Fundamentals driven by positive news**

Global giants are initiating worldwide price hikes, directly benefiting domestic chemical companies’ profit recovery. Epoxy propylene, chemical raw materials, and other niche sectors are emerging as new hotspots, with sector sustainability worth期待. Central enterprise leaders, riding the sector wind, are expected to achieve consecutive board hits; small-cap selected stocks, due to their high elasticity, are more likely to attract retail funds and are worth关注.

**Operational tips: Focus on momentum when rising, quality when falling**

Finally, reiterate the operation principles: focus on trend during rises, focus on quality during declines. Only look for structural opportunities where weakness turns to strength. If a stock opens low and drops straight down, either decisively abandon or delay buying points, wait for intraday stabilization or late-day decisions. Simply put: take profits when there’s meat, cut losses or switch to strong stocks when breaking below support.