I saw two interesting pieces of news over the weekend, and I think I need to pay attention when the market opens on Monday.

Let me start with a hot topic—Yongying's tech innovation AI ETF, which completely sold out its 1 billion quota on the first day. It was originally set for a 3-day issuance period, but it had to be wrapped up in just one day. This scene reminds me of the craziness of lithium batteries a few years ago, when money was pouring in one direction, what does it usually mean? It means that funds are voting with their feet. Last Friday, the main capital in the AI application sector flowed back in again, and this track is estimated to take the lead before the end of the year.

Look at the other side. The polysilicon companies can no longer sit still - 17 leading firms have come up with a big move: they are preparing to form a consortium to establish a platform company worth 50 billion, aiming to eliminate 1 million tons of excess capacity. In other words, they no longer want to engage in price wars; the competition within the industry has become too fierce, and it’s better for everyone to unite and clean up the market together. If this really comes to fruition, the supply-side fire will be ignited. Last week, some people sensed the wind early, and the main funds have quietly started to position themselves; it’s likely that what follows will be a main rising wave.

As for the market, the gap at 3856 points on Friday seems to have been filled. Now that December has just begun, the market style may change — November was all about themes, high-profile stocks, and various speculative plays, but December is often a time window where performance reigns supreme. If any sector has impressive Q3 earnings reports, the main players are likely to pay close attention.

I personally think it's not a big problem to reach 3900 points next week. Of course, this is just based on technical analysis and capital flow judgments. The market is unpredictable, but one must still be prepared. After all, the direction of increasing volume is already very clear; whether the fruits on the tree are ripe or not, you can see for yourself.