Yesterday, the market experienced a 'V'-shaped rebound, facing a direction choice today. Breaking through the 5-day moving average is expected to lead to a rebound, with potential ongoing volatile rebounds. Focus on hot spot structural opportunities. In the recent intensive bullish catalysts, the robot concept may still have room for supplementary increase. Opportunities can be explored along the Huawei robot clues. Semiconductor chips, technology stocks like Inspur are still short-term opportunities, but affected by trapped positions, repairs and rebounds will be observed first, with a second wave depending on trading volume.

Yesterday afternoon, the market saw a 'V'-shaped rebound, timely ending the previous consecutive decline trend, important for restoring market confidence. Today's market may face further direction choices. If there is further increasing volume to break through the 5-day moving average, short-term re-entry into a rebound structure may be possible. However, it is expected that subsequent trading will likely be characterized by volatile rebounds, focusing on structural opportunities within the hot spots.

In market sentiment, the first focus will be on the lithium battery sector, which can be said to have initiated the rebound of the index in the afternoon yesterday. On one hand, the downstream demand for lithium batteries exceeds expectations, driving improvements or even reversals in the fundamentals of materials in the upstream sector. On the other hand, the lithium battery sector includes many heavyweight stocks that have a significant impact on the index and overall market sentiment. Therefore, it is still advisable to continuously track the trends of core heavyweight stocks such as Ganfeng, Tianqi, and Zhongkuang. As long as there are no clear signs of weakening, the lithium battery sector is expected to have further upside potential. It is also necessary to note that the previously active solid state battery concept is closely linked to the lithium battery sector. With the re-ignition of the bullish atmosphere in the lithium battery sector, the solid state battery concept is also expected to see a recovery in expectations after experiencing disagreements.

Stocks related to the robot concept showed strength throughout yesterday. From a fundamental perspective, this direction has recently seen intensive bullish catalysts. With companies like Huawei and Contemporary Amperex Technology increasing their investments, local policies being introduced successively, the domestic smart human-like robot industry is accelerating industrialization. In addition, as a relatively new direction within the technology sector, the robot concept may still have room for supplementary increase in the future. Opportunities for individual stocks can continue to be active along the Huawei robot clues.

In addition, some technology stocks that have been adequately adjusted in the past are also worth noting. It can be seen that when short-term sentiment warms up, sectors like semiconductors, chipmakers, and tech innovation immediately begin strong rebounds. As these sectors were previously leading the market, they still maintain a high level of popularity. If the index continues its rebound, there is still room for further upside. However, it is important to note that there is a certain amount of trapped selling pressure in these sectors that needs to be resolved. Therefore, they should still be considered in terms of repair and rebound structures first. Whether a second wave will follow will depend on subsequent trading volume.