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Optical module leader, with a significant benchmark effect as market cap surpasses Moutai, net inflow of main funds of 2.412 billion, up 7.19% on the day, demand explosion for 800G/1.6T supports high prosperity, short-term strength continues.

Leading domestic AI computing chip maker, with a net institutional inflow of 1.351 billion yuan, up 6.42% today. Benefiting from the long-term logic of AI indigenous innovation and domestic substitution, revenue is growing rapidly and it is highly favored by institutions.

Memory chip cycle reversal expected, up 7.33% today tracking semiconductors, but main forces net outflow of 132 million yuan, long-short divergence evident; need to watch if funds can return to recharge.

铜业龙头，涨停且主力净流入13.07亿，低PE提供安全边际，铜供需偏紧叠加新能源用铜增量，周期情绪回暖，补涨潜力大。

Leading FPC and precision manufacturing company, benefiting from consumer electronics and new energy vehicles, up 6.26% today following the tech rally, but with a minor net outflow from major funds; need to monitor afternoon fund flows.

Tungsten, a strategic minor metal, is driven by demand from defense and high-end manufacturing. It hit the daily limit-up with net inflow from major funds of 945 million. Rising tungsten prices enhance earnings elasticity, and market attention has surged.