Recently, there have been many market signals. Where are the investment opportunities for next year? After observing, there are three clear main themes worth paying attention to: expanding domestic demand, anti-inflation, and high technology.

First, let's talk about consumption. Automobiles, home appliances, furniture, food and beverages, and various services — these are the main sectors of domestic demand. Real estate has been relatively cold in recent years, but this has actually given more room for growth in automobiles, food and beverages, and cultural and sports services. Consumption is definitely worth关注.

But more importantly is the concept of anti-inflation, which may be the core of next year's market. Chemical industry, rare earths, electricity, securities, non-ferrous metals, and photovoltaics — these sectors have clear profit expectations, and the annual report行情 is likely to emerge from these sectors. Looking at the recent performance of US stocks, high-valuation optical modules and AI sectors have been continuously falling, which provides us with many insights.

As for high technology, the market logic is adjusting, evidenced by the drop from the top spot to third place. Although communication equipment and artificial intelligence have risen sharply, it’s wise to reduce positions when they peak. In contrast, sectors like chips, new energy, and commercial space are truly worth exploring.

Interestingly, Mowang had the largest increase of 70% this week, and the GPU concept still has considerable room for growth. New energy itself features both high technology and anti-inflation characteristics. Looking at SpaceX, with a valuation of 1.5 trillion, the commercial space sector has a lot of potential.

Overall, this bull market is a structural行情, and not all sectors will rise together. By focusing on these three main themes and identifying specific sub-sectors, the chances of success will be much higher.