May 8, 2026 Domestic chips continue to have disagreements, will robots and commercial spaceflight have the opportunity to replace and become the new main focus?

Currently, the overall market situation is quite confusing for many people. The explosion of robots on Friday, the rebound in commercial aerospace, and the disagreements over domestic chips have created an illusion that the main trend is about to end. [Taogu8a]
I clearly stated my opinion in my review on May 7th; first, you need to determine whether the main trend has truly ended here. Otherwise, all your subsequent operations will be impossible. Regarding the mechanical sector last Friday, how do you define it? Is it a rotation, or a new main trend?
Because if the main trend has ended and robots become the new main trend, then the old chip sector should collapse completely. The performance of Litong Electronics on Friday cannot be explained at all, including some low-priced chips, optical communication fields, and so on, which are incomprehensible.
Here, assuming the main trend has not ended, whether it’s robots or commercial aerospace, no matter how many strong sectors emerge later, they are just relatively strong rotation branches. They are not the main sectors yet.
Because you first consider the so-called heat and volume in the current market, which are based on the replacement of domestic computing power chips, forming a cycle; in the absence of a complete collapse of the main trend cycle. Any new sector that emerges is just a branch growing on the main trunk. When the main trend collapses, all branches will inevitably be liquidated.
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To better understand the overall market situation, I have been anchoring on the index as a basis for market judgment during this phase. First, look at the chart below for my overall index direction judgment.

From my personal perspective on cycle classification: The main upward cycle 3 has not ended. On 5/8, the market showed divergence; chips and semiconductors retreated, but at the same time, it entered phase 2 of the main upward cycle 3, with the main trend shifting towards lower positions in computing power and robots strengthening. (Main Upward Cycle 3 started on 4/29, currently completing phase 1 and entering phase 2)

The main trend has not switched at this stage; it’s just a high-low switching behavior.
** Computing power sector:**

a. Hanwang and Haiwang stocks are oscillating at high levels, with no new highs for three consecutive days.
b. The leading stock in the computing power sector, Litong Electronics, has not fallen; it continues to hit new highs.
c. The high-flying optical communication stock, Dongshan Precision, after hitting the limit-up on May 7, did not continue to be chased by the market the next day.
d. High-low switching:

1. Fuda Alloy, the top-performing stock in computing power, hit the limit-up multiple times;
2. Guoan Shares opened with a large order, hitting the limit-up in a straight line, while Nanwei Software and Lanwei also completed weak-to-strong limit-ups here;
3. At the same time, several large stocks in the high-flying sector did not meet expectations;
   During the bidding phase on May 8, the entire market had already completed high-low switching. With a little attention, you will notice that the computing power in the market is not dead. It’s just that the strong areas are shifting to lower positions, especially with a new concept called token factories emerging on Friday.

On Friday, some sectors showed signs of weakness, particularly in the phase of the first stage of the main upward cycle 3, which is the accompanying sector:
Lithium battery energy storage sector

a. The entire day experienced capital outflows; the most aggressive lithium battery stocks gradually retreated.
b. There are no stocks in the lithium battery sector that hit the 2nd limit-up.
c. Core stocks like Tianci Materials, Tanhua New Energy, and Demingli in the lithium sector all experienced varying degrees of decline.
d. Some first-limit-up stocks still appeared in the lithium sector, but they all had small market caps.
This is also why I clearly reminded during Friday’s trading that there’s no need to hold on to lithium stocks for profit; take some profits and adjust your layout. For those without profits, you can basically exit.
Commercial Aerospace:

a. Commercial aerospace was quite awkward in yesterday’s early trading; at the end of the day, there was a rush to buy Juli Sorg, but today’s opening was far below expectations, which suppressed the entire commercial aerospace sector.
b. So, early in the morning, funds chose another new stock, Luxin Venture Capital, trying to boost the enthusiasm for commercial aerospace at low levels; but in reality, not many followed up in the morning.
c. Actually, on Friday, the truly core stocks in commercial aerospace should have been those that tried to push higher all day: Yongding Shares.
d. Ultimately, on Friday, the hot stocks that opened limit-up were Aerospace Power and Fuhuo Communications, which ignited the sector.
e. The most typical performance was: China Satellite, Aerospace Development, and the old leader China Satcom rebounded.
f. At the same time, the entire commercial aerospace sector also faced high-low switching issues. A clear signal is seen in Shenjian Shares, which plunged at the end of the day.
To summarize this sector: if you want to follow it, start from the low positions. The core of the continuous limit-up stocks are Aerospace Power and Fuhuo Communications as the capacity core.

Robots:

So far, I am not very optimistic about the robot sector. The main reason is that its capacity is insufficient. At this point, when the index is still climbing higher, I don’t think robots are a suitable theme to push for heights. But as a rotation sector, maintaining market heat is fine.
a. I think the entire robot sector had a small climax on Friday. Normally, a divergence should appear on Monday;
b. The robot sector is likely to see a high-flying limit-up stock;
c. I believe the most driving stock in the entire robot sector now is Julun Intelligent. The reason is simple: after it hit the limit-up on Friday morning, its subsequent influence on the low and high positions of the entire robot sector was extremely obvious.
d. So, there are only three stocks in the entire robot sector:** Daye Shares, Julun Intelligent, Sanhua**

Some teachers may still find it hard to accept my above views, but my clear stance is that the main trend has not ended; it’s just high-low switching. The strongest strength in the market is still in domestic computing power chips, because from the perspective of capital flow, the signals are very clear.

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We have summarized the entire market phase-wise:
Main Upward Cycle 3-2 Identification

The main trend remains in the AI technology line, with computing power being the strongest (new concept: TOKEN factory)
The accompanying robot sector: the echelon is complete
The key nodes today are in the 2B stocks, with three main directions:
Optical communication: Tongding Interconnection, Hongban Technology, Taijing Technology
Computing power (TOKEN factory): Nanwei Software, Runjian Shares
Robots: Julun Intelligent
Main Upward Cycle 3-2 will also have a batch of leading stocks, focus on the strong stocks in 20CM.

From the perspective of the entire main upward cycle 3, the identification is as follows:
Overall trend leader: Litong Electronics
Optical communication: Taijing Technology, Guangxun Technology, Changguang Huaxin, Dongshan Precision
Computing power: Litong Electronics, Runjian Shares, Nanwei Software
Chips and semiconductors: China Great Wall, Haiguang, Cambrian
Accompanying themes: Robots, Commercial Aerospace
My personal view: The main upward cycle 3 will have a main trend running through the entire cycle, and there will be a carrier that spans phases 1, 2, and so on. Continue to focus on the main trend, focus on the core, and abandon the accompanying themes.

Currently, I only hold China Great Wall in my position.
Litong, Haiguang, Cambrian have been sold.

In the main upward cycle 3-1 stage, the mistake was in the limit-up battles, such as Jin Tanglang vs. Baoguang Shares, leading to a pullback. Everything else was well managed.
Currently, I am focusing on phase 2 with China Great Wall, the core of domestic CPUs.

**Adding an institutional trend: Shenghong Technology, which has been consolidating for 8 months, broke through the platform today. The logic is that PCB performance may explode in the second half of the year. Leading PCB stocks are rising in Q2, and the market needs to push upward in Q2 in advance, driven by earnings growth expectations.