2025-12-24 10:21:57

Today, the performance of the A-shares market was indeed surprisingly strong. The Shanghai Composite Index rose by 0.53%, marking the sixth consecutive trading day of gains. The three major indices advanced together, with over 4,100 stocks closing in the green. The total trading volume remained at around 1.9 trillion yuan. What is the secret behind this heat?

The most eye-catching sector is undoubtedly the commercial aerospace concept. More than 20 related companies, including China Satellite and Aerospace Power, hit the daily limit, indicating that this rally is not just a fleeting hype. Policy signals continue to favor the industry, and technological breakthroughs are also happening at critical bottlenecks. Driven by these dual factors, the commercial aerospace industry appears to be at a growth inflection point.

Meanwhile, computing hardware continues its strong performance. Leading companies like Shengyi Technology hit the daily limit, showing that market expectations for increased AI computing power remain optimistic. From chips to PCB and other supporting upstream and downstream links, the entire industry chain is quite certain. The Fujian sector also strengthened in tandem, with structural opportunities truly visible everywhere.

The year-end market sentiment is indeed at its peak. Are investors chasing policy dividends from commercial aerospace? Or are they more interested in the long-term growth potential of the computing power industry chain? How do you all judge the sustainability of these two rallies?

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FlashLoanPhantom

· 2025-12-27 10:22

Commercial spaceflight is really starting to become unsustainable. The collective limit-up seems to be on the verge of takeoff, but I still prefer the computing power sector. The demand for AI is just beginning, and in the long run, it will definitely be more stable than aerospace.

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RealYieldWizard

· 2025-12-27 02:46

The aerospace concept is going crazy again, and this time it feels different... Policy plus technological breakthroughs, dual-driven approach is indeed quite aggressive.

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DeFi_Dad_Jokes

· 2025-12-26 05:46

The aerospace concept this time is really crazy, with a surge of limit-ups that completely confused me... But to be honest, compared to these, I still prefer the computational power chain; the AI wave is the long-term trend.

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NeverVoteOnDAO

· 2025-12-26 03:15

The space industry is really impressive, but I still favor the computing power chain. Policy dividends are ultimately temporary, and the demand for the chip industry chain is a necessity.

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ZKSherlock

· 2025-12-24 10:49

actually... the real question here isn't which sector moons first, it's whether we're even *measuring* this correctly. like, 4100 stocks up sounds great until you realize we're not discussing the actual *distribution* of returns, right? could be 80/20 situation where a few giants carry the whole thing...

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GasDevourer

· 2025-12-24 10:49

It's both aerospace and computing power again. It feels like the market is hyping up concepts... Can it really rise until next year?

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NFTHoarder

· 2025-12-24 10:45

Aerospace is taking off again, but I still believe in the computing power chain; chips are definitely a long-term meal ticket.

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MEVHunter_9000

· 2025-12-24 10:33

The surge in aerospace limit-ups is indeed fierce, but I still think the computing power chain has more room for imagination... From chips to PCBs, the entire industry chain is moving, and this is the true industry logic.

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PonziDetector

· 2025-12-24 10:24

The wave of aerospace is indeed powerful, but when it comes to policy dividends... I've experienced losses a few times, and I always feel that behind the surge of limit-up days, it's the bagholders celebrating wildly.

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