Hexun Information Chen Xingxing: Monday Market Main Themes Analysis, Aerospace / Computing Power / Optical Communication / Chips

The two major weekend events have essentially confirmed the main market themes for next week. It is currently not advisable to overly cling to the sectors of commercial aerospace and computing power electricity cooperation; one needs to step out of the traditional perspective.
Friday’s commercial aerospace sector performance was highly noteworthy: it was not that Jin Tanglang preemptively deployed aerospace supporting projects but faced a weakening market, nor was it that Aero-Engine Power defied the trend to rebound and hit the daily limit. The real point to watch is that at 13:36, when Shenjian Co. failed to break the board, funds from Hujialou immediately moved to push up Aero-Engine Power, an action that pre-emptively set the short-term logic for the commercial aerospace sector.
If the commercial aerospace sector has the fundamental support for a further main rise, then when Shenjian attempted to break the board, stocks like Western Development, Jüli Technology, and Shunhao Aerospace, which are in the same sector, should have synchronized support, driving the sector sentiment collectively higher. However, the actual market trend was completely opposite: while Shenjian hit a new high and led the charge, many related stocks remained stagnant. The core reason is that market consensus is clear: the aerospace sector has not yet reached the main rising phase, profit-taking is abundant, and forced surges are likely to encounter selling pressure, making it better to wait for the right timing and adopt a calm approach rather than attempt ineffective spikes.
Currently, the aerospace sector is actually showing the most in-tune and ideal trend with its own rhythm: it neither exhausts market bullish sentiment nor loses the heat of sector rotation and anomalies. Only the two major funds, Xinjia Road and Hujialou, frequently disrupt the trend by contrarian moves, habitually pushing Huadian Electric and LiaoNeng for arbitrage—driving A-shares out of B-shares. When Shenjian failed to rally the sector collectively, funds quickly shifted to lift Longda Aero-Engine; as Aero-Engine moved, Shenjian, Jüli, Western Development, and others jumped in the late trading, perfectly illustrating the manipulative tactic of seat protection and distribution.
This also indicates that funds have deep deployment in the aerospace sector, which remains highly active repeatedly, but still lacks the catalyst to gather funds for a collective main rise. Therefore, commercial aerospace is not without participation value; in the short term, it is better viewed through a medium-term trend, relying on sector rotation and high-low switching operations. Once industry positive news lands and a sustained new leading stock emerges, the sector will once again shine.
Jin Tanglang’s weakening trend and exit actually make room for the long-standing core theme stocks in May. After a sustained strong trend, suppressed short-term sentiment is likely to experience a wave of vigorous speculation, and this lurking main line stock is expected to break the pattern and become the true leading stock of May’s market rally. Many in the market mistakenly regard Hongqingtian and Boda Shares as core stocks, but that is not the case. The real core stocks have already moved early on Friday, being in the mainstream trend, at low prices, and with relatively small market caps. Once they break through previous resistance levels on the left side, the upside potential will be fully unlocked. To avoid quant-driven trading logic and prevent disturbing main force operations during trading, specific stocks are still shared at the usual places to prevent missing out on the rally and feeling regretful.
Looking at the long-term tracked and dissected optical communication sector, Huang Renxun’s statement of “light advancing together with retreat” has once again prompted the market to reassess the value of the optical communication industry. Over the weekend, Zhongtian Technology and Huawei jointly released positive news, further strengthening sector support. It is important to clarify: optical communication is not equivalent to a single optical module, nor can it be simply categorized under CPU concepts; it can be subdivided into five major branches: fiber optic cables, optical modules, optical core materials, connection components, and CPU packaging.
After long-term analysis and sorting, the highest market recognition remains on upstream materials for optical modules. The core logic lies in the rarity of the track, product price increases, performance realization, and ongoing industry chain benefits. The global supply-demand tightness creates a natural scarcity, with industry companies rushing to lock in orders and materials, maintaining a tight supply-demand pattern. With advanced industry logic, stocks like Dazhong Laser, Titanium Crystal Technology, Huasheng Chang, Yongding Shares, Changfei Optical Fiber, Feitian Xinzheng, Ge Industry, and Dongshan Precision, which were previously dissected, have all shown obvious upward trends and are recognized as major market winners.
Recently, the optical communication sector has been oscillating within the market’s box range. The previously dissected Cambridge Technology, Guangxun Technology, and Yongding Shares have fully played out their rotation and rally: Cambridge Technology hit new highs again, exchange rate concepts strengthened simultaneously, and Yongding Shares continued upward; Guangxun Technology’s gains significantly exceeded expectations; and Dongshan Precision, analyzed in March and April, has steadily risen from 12.7 yuan to 21.1 yuan, with considerable profit potential. These are only some stocks from the sector analysis; more opportunities are still shared through dedicated channels. Going forward, focus on core stocks within optical communication, participating around the trend, especially paying attention to the positive impact of Zhongtian Technology’s news on optical fiber and cable directions.
Another important market pattern to note: tracks like computing power, fiber optics, and aerospace electronics have experienced multiple trend rallies. Relying on anomalous moves to drive bullish momentum, more similar follow-up stocks are expected to emerge. The two related stocks previously analyzed have already shown strong performance, and the next batch of potential stocks is ready.
In the computing power sector, on Friday, Datang Telecom experienced volume divergence and a decline, which appears to be a stock-specific issue but is fundamentally due to the negative feedback after three consecutive limit-ups by Great Wall Technology, suppressing short-term rally sentiment; Huaneng-related stocks are repeatedly manipulated by well-known seat operators, making retail follow-up more difficult. The current awkward situation in the computing power and power sector is: there are policy signals and popularity, but since the new year, a stable bullish force has not yet formed. However, news of ByteDance increasing industry investment over the weekend adds further positive signals for the entire computing power track. In the future, segments like computing power, semiconductors, and storage chips are expected to see quantitative funds flock back and restore strength.
Overall, the main market themes for next week are clear:

• If core stocks like Shenjian, Western Development, and Shunhao in the commercial aerospace sector rally collectively again, bidding farewell to sporadic individual stock movements, sector sentiment will truly recover and regain strength;
• If the optical communication subdivisions continue to hit new rotation highs, it remains a main theme of industry revaluation with institutional continued accumulation, and do not believe the top-talking rumors;
• If core stocks like Datang and Great Wall Technology in computing power withstand divergences and hit new highs, funds can further spread from ByteDance’s positive news into chips, servers, and storage directions, allowing the computing power sector to regain market dominance.
  The truly lurking funds in the market always wait for the sector to clarify collectively before entering. Whether the main theme ultimately falls on commercial aerospace, optical communication, or the computing power industry chain, if you are still uncertain about the market direction, you can refer to the well-organized standard analysis approach.