The weekend saw repeated reversals in the Middle East situation, which was even more thrilling than watching K-line charts. Trump and Iran "manipulating the market" together have left stock investors utterly exhausted.

There's really no need to panic. Let me give you an analogy: it's been a cold war all along with no improvement. At most, it's just a breakdown in talks, not a fresh falling-out. Both sides are trading barbs, but Trump's latest statement and the upcoming second round of negotiations indicate both want to talk. The probability of escalation is very low, so don't scare yourselves.

I sincerely hope for world peace. A-share investors are definitely the group that loves peace the most. They just hope their stocks will go up a bit and not have to pay for war anymore.

There's not much to analyze about the current market situation. Everyone knows what to speculate on; it just depends on whether you dare to gamble and want to gamble.

Whether it's good or bad news, it will at most affect the opening, and later the market will have to return to its own rhythm.

$SSE Index(000001.SH) index rebounded consecutively last week, with the Shanghai index touching the 60-day moving average. However, it just couldn't break through on Thursday and Friday. There's resistance here, and there are still trapped positions above. Without a volume-backed breakthrough, it's likely to continue oscillating and digesting, but the overall trend remains positive.

Next, let's talk about specific themes:

1. Computing Power

This wave has been completely dominated by optical modules, with off-market funds unable to hold back and directly entering to form a group.

It's a feast for those holding positions, and it's awkward for those who missed the boat. The sector accelerated last week. As long as there's no major negative news, even if the group loosens, it will be a slow unwinding. A real retreat will only come after a top divergence signal appears.

Those holding stocks shouldn't panic. Reduce positions to lock in profits during sharp rallies. Those who haven't boarded shouldn't chase blindly. Forcing a trade doesn't work; you can still make money by switching to a direction that suits you.

2. Commercial Aerospace

Last week, everyone was focused on computing power, but news catalysts kept coming.

The Space Day press conference on the 17th revealed a packed schedule of space missions for 2026: Tianwen-2 asteroid probe, Shenzhou-23 manned mission, verification of multiple reusable rocket models, China-Europe satellite launches...

The most practical application of aerospace is satellite communication, which is also the main direction of capital attack. Continue watching Tongyu Communication, which is trending. A pullback on divergence is an opportunity.

3. Robotics

Over the weekend, the Robot Marathon kicked off. This year, an autonomous mode was added. Unitree H1 ran 1.9 kilometers, directly breaking the human 1500-meter record.

With improved autonomous capabilities, robots can be used in many more scenarios. This is a point that exceeds expectations. The sector's reaction can be watched in the short term.