Introduction: ① Last Friday, the market attempted a breakout with increased volume, but the financial technology and robot concept that drove the index faced a pullback after a brief surge, indicating that the short-term view is likely still an upward oscillation structure; ② After the robot concept accelerated consecutively, there was a clear divergence last Friday, and it is expected that today will still show divergence; however, the possibility of a retreat is low, and opportunities for buying on dips can be sought after a short-term stop of the decline; ③ The news from OpenAI has stimulated strong performance in U.S. AI applications, which may still provide room for speculation in related areas of the A-shares market due to its mapping effect.

Last Friday, the market welcomed a surge in volume, with the three major indices regaining momentum above the 5-day moving average. However, it is important to note that the financial technology sector that powered the index growth, along with the sentiment-driven robots, experienced a noticeable pullback after peaking during the session, reflecting continued hesitation in the market. Moreover, the rush to sell several high-position stocks near the close also demonstrates this cautious sentiment. Thus, the current market divergence has not been alleviated by the increase in index volume, and the short-term trend is likely still focused on oscillating upward.

On the market front, attention remains focused on the robot concept. After experiencing a consecutive acceleration in growth, the robot concept stocks faced the first notable divergence in this leading market rally last Friday. On one hand, the robot concept had accumulated a significant amount of short-term profit, and on the other hand, since almost all other high-position themes have undergone a round of adjustment, the occurrence of a pullback for correction is quite reasonable. However, it should be noted that the rush to buy in the afternoon on Friday and subsequent drop preemptively realized today's repair expectations, increasing the uncertainty of subsequent trends. It is expected that today, robot concept stocks will still show divergence, with stocks on the front row likely continuing to shrink in speculative activity, while those in the middle and back rows may still exhibit a tendency to explore lower levels. Nevertheless, the possibility of a retreat in the robot concept is low, and even if individual stocks experience divergence, the current market's high-profile stocks remain concentrated in the robot direction; therefore, in the context of deep capital involvement, some buying opportunities can still be sought after a short-term halt in the decline.

In terms of news, OpenAI has launched its second wave: 12 examples to strengthen professional learning reasoning, which Altman described as the biggest surprise of the year. Against this backdrop, U.S. AI applications continue to perform strongly, with SoundHound AI up 12.6% and AppLovin up 5.9%. The mapping effect on the A-shares market is expected to persist. In market terms, last Friday, AI could also be considered one of the core directions resonating with the index, with media stocks seeing a batch of limit-up trading. The market's expectation for AI applications and related sectors such as media, gaming, advertising, and education is likely to remain active. However, it should be noted that in the case of AI marketing leaders like EasyPoint and bluefocus intelligent communications group, due to their relatively high positioning, the evident trading patterns show internal funds moving back and forth; therefore, the focus should still be on buying dips for arbitrage.