The market was really lively today, with the top 30 most active stocks basically sweeping through all the market hotspots.

N-Moore-U, the newly listed stock, took off directly, with a trading volume of 15.307 billion and a stock price of 600.50 yuan, soaring by 425.46%—semiconductor IPOs are just that wild.

The three optical module giants dominated the rankings: Zhongji Xuchuang with 15.167 billion (537.05 yuan, slight uptick of 0.29%), New Easy-Sun 13.433 billion (377.51 yuan, +0.87%), and Tianfu Communication 12.692 billion (198.75 yuan, up 6.22%). The CPO concept is still heating up.

Eastmoney had 12.685 billion in turnover, rising 4.11% to 23.31 yuan—internet brokers are alive again. Cambricon had a volume of 11.982 billion, stock price at 1,355 yuan, down slightly by 1.02%—capital in the AI chip sector hasn't withdrawn.

Aerospace stocks were very excited today—Aerospace Development poured in 11.674 billion, hitting the daily limit at 20.57 yuan, supported by both commercial aerospace and military electronics concepts; China Satellite 5.802 billion (48.31 yuan, +5.09%) and Aerospace Electronics 4.721 billion (12.69 yuan, +3.51%) followed the rally, with satellite internet and drone themes hotly speculated.

On the new energy side: Sungrow Power Supply 10.351 billion (182 yuan, +2.51%), photovoltaic and energy storage is steady as ever; CATL 9.005 billion (389.09 yuan, +1.50%), the battery leader continues to hold the fort; Sanhua Intelligent Controls 9.786 billion (45.10 yuan, +0.69%), automotive thermal management and a touch of robotics concept riding the hype.

Big finance also woke up—Ping An Insurance 8.385 billion (61.99 yuan, soaring 5.88%), insurance takes the lead; CITIC Securities 4.536 billion (27.86 yuan, +2.43%), the leading broker kept up the pace.

Tech stocks showed clear divergence: Victory Macro Technology traded 8.214 billion but fell 0.75% (271.94 yuan), PCB and Nvidia concepts failed to hold; H&T Smart Control 8.053 billion, directly hitting the limit down, closing at 48.08 yuan, as smart controllers and IoT cooled off in the short term; Foxconn Industrial Internet 7.989 billion, dipped 0.46% (61.12 yuan), AI server and cloud computing concepts cooling down.

Display panel giant BOE A took 7.914 billion (4.26 yuan, up 5.19%), OLED has renewed imagination. Changying Precision 7.603 billion (43.31 yuan, soaring 7.68%), with dual support from consumer electronics and automotive electronics.

Zijin Mining had 7.267 billion in turnover, up 2.05% to 31.32 yuan, gold, copper, and non-ferrous metals sectors are still bottoming out. ZTE had a sizable volume of 6.987 billion, but fell 2.26% to 41.95 yuan, as 5G communication equipment faces short-term pressure.

Financial software stocks surged—Compass 6.951 billion (130.79 yuan, up 7.29%), Flush 4.722 billion (328.81 yuan, up 3.96%), as internet brokerage software collectively rallied.

Pingtan Development traded 6.913 billion, up 6.94% to 11.87 yuan, as land transfer and the Fujian Free Trade Zone concept was dug up again.

Qianzhao Optoelectronics 5.782 billion (23.88 yuan, soaring 13.93%), LED combined with space computing power concept shot to the moon. Silex Microsystems 5.747 billion (48.18 yuan, up 3.06%), semiconductor MEMS moving steadily upward. Shanghai Hanxun 5.053 billion (33.62 yuan, up 8.77%), military communications and private network communications surged on high volume.

Shida Group 4.670 billion (6.09 yuan, up 9.93%), IT equipment restructuring concept still in play. C-China Uranium 4.665 billion in turnover, 65.89 yuan down 5.18%, nuclear power and uranium mining fluctuating at high levels. HGTECH 4.582 billion (74.88 yuan, up 3.14%), laser and optical communication concepts remain active.

Today’s market saw tech, military, and finance as the three main themes all moving, funds were somewhat scattered but the hotspots were abundant.