$SSE Index(000001.SH)$Shanghai Composite Index sh000001$ fell for two consecutive days, and finally saw a rebound today. The Shanghai Composite Index directly climbed back above 4100 points, giving everyone an early holiday bonus. That's awesome!

To be honest, only when the market rises can we have the mood and money to go out and spend during the holiday. Otherwise, we wouldn't even feel at ease having fun.

Today's market was a broad-based rally. Most stocks should have recovered some blood, so they won't be losing so much that it hurts. In the morning, the food processing sector led the gains. By the afternoon, sectors like lithium battery materials took over, rising quite sharply. Also, on the AI hardware side, things like PCBs and computing power rebounded nicely, keeping up with the pace.

However, some might ask, today is exactly the day for withdrawing funds, and it still rose so much. Could this be another "don't go, fellow villagers" act? Personally, I think there's no need to be so pessimistic. Having a rebound before the holiday to boost everyone's confidence is a good thing in itself. As for tomorrow, I think it probably won't be too bad either, no need to panic too much.

Let's talk about a few sectors:

1. Semiconductor

First, regarding chips, the earnings reported by most companies are still acceptable, not terrible. Also, after DeepSeek V4 tied up with Huawei, other domestic tech giants are now scrambling for Huawei's Ascend 950 chips, which has suddenly boosted the hype.

Last time I talked about the DeepSeek and Huawei tie-up, I focused on computing power. Looking back now, the core beneficiary of Huawei's move this time is actually chips. I was a bit slow to realize that, my reaction was a step behind.

If the hype around the Ascend chain's AI chips can continue to ferment, it's worth paying attention to.

2. Chemicals

The chemical sector is worth a look. Actually, it already had a small performance yesterday afternoon along with lithium batteries. But looking back, the last big surge in this sector was mainly due to the US-Iran conflict, which brought price increase opportunities.

Later, the two sides went back and forth with no clear outcome, and this sector followed with adjustments, falling quite a bit.

At this current level, to be honest, it's already considered low, and the cost-performance is still okay. But there's a problem: its Q1 earnings haven't been released yet; we have to wait until Q2 to see the effect. So, if you're impatient and can't hold on, I don't recommend focusing on this direction, to avoid being forced to sell at a loss halfway through.