Friday's A-share market scene can be described as igniting! The Shanghai Composite Index strongly broke through 4100 points, with a 16-day winning streak in sight. The total market turnover skyrocketed to 3.1 trillion yuan, an 11% increase compared to the previous day. Nearly 4,000 stocks in the market were red-hot, with significantly more limit-ups than limit-downs, showcasing a very vigorous momentum.

The heavyweight stocks maintained a solid foundation, while thematic stocks took turns to surge. AI applications, commercial aerospace, and non-ferrous metals all flourished simultaneously. Just looking at the numbers tells the story—Zhitai New Materials hit five consecutive limit-ups, while top stocks like Kunlun Wanwei and BlueFocus also hit the limit. Over 30 stocks in the AI sector surged into the limit-up tier. Commercial aerospace was not to be outdone, with Luxin Venture Capital hitting 9 limit-ups in 11 days, and China Satcom showing a 5-limit-up trend in 9 days. Driven by both policy support and industry momentum, this sector is truly hot. Non-ferrous metals like copper and lithium followed futures prices higher, with Zijin Mining reaching new trend highs.

From a technical perspective, it gets even more interesting—the index closed with a classic "hammer" candlestick, with daily and weekly charts showing a bullish pattern. The next target level is directly at 4184 points.

As for why the market is so bullish, it boils down to three main factors stacking up: the central bank's continued liquidity injection, intensive policies supporting the hard technology industry, and northbound funds buying for nine consecutive trading days, with a net inflow exceeding 68 billion yuan. The AI sector is no longer just talk; it’s starting to deliver real results. Segments like short videos and gaming are significantly reducing costs and increasing efficiency. Orders in commercial aerospace are entering a dense delivery cycle, boosting industry prosperity.

Currently, it’s a golden window of liquidity, industry breakthroughs, and capital resonance. Pullbacks below 4184 points are basically buying opportunities. If fully invested, stay firm in holding the leading stocks of the three main themes—AI applications, commercial aerospace, and non-ferrous metals—as long as they don’t break below the 5-day moving average. Keep holding on. Missing out in a bull market is more painful than being trapped. If next week we see a volume breakout above 4184 points, the market will officially enter an accelerated upward channel. The core logic now is to firmly hold onto mainline chips and go with the trend.