Recently, I came across a data analysis that summarized the transaction share status of several popular investment themes. Comparing them to historical highs, the results are quite interesting.

Let's start with the AI-related sectors. Media currently accounts for 4.6%, compared to the 11% peak during ChatGPT in 2023 and the 7% peak during DeepSeek in 2025, leaving plenty of room for growth. The computer sector is now at 9.8%, which is even more noteworthy—driven by ChatGPT in 2023, it reached 17.7%, and during the 2025 DeepSeek wave, it even surged to 18.2%, indicating that the popularity of this track remains substantial.

Next, look at hardware and emerging sectors. Humanoid robots account for 5.5% of transactions, having surged past 7.2% at the beginning of the year, and reaching a new high of 9.3% in September. Intelligent driving is currently at 3.5%, with a historical high around 7.5%. Nuclear fusion and power grid equipment currently have smaller proportions, at 2.2% and 2.3% respectively, but both have previously touched higher levels.

One pattern worth noting: the transaction share peak during the first wave of hot spots usually reaches about twice the previous high. Based on this logic, the current brain-computer interface at 1.6% has already surpassed the previous high of 1.1%. Commercial aerospace recently peaked at 6%, with the previous high in the 3.5%-4% range, showing signs of expansion.

Overall, these eight major hot sectors have not yet fully peaked, and the market still has room for imagination.