The price increase pattern of commodities has shown a stable transmission chain over the past few decades: it first begins with gold, followed by silver; then the prices of metals such as copper and aluminum gradually rise; afterwards, crude oil prices start to surge, driving up natural gas prices; finally, the upward trend spreads to agricultural products like soybeans and corn. This process can be briefly summarized as: "Gold, Silver, Copper, Aluminum, Oil, Gas, Grain," with the overall sequence remaining stable, though different stages mainly differ in the magnitude of the increase and the rhythm of the market. Currently, significant gains have been seen in precious metals such as gold and silver, as well as base metals like copper and aluminum; sectors including lithium batteries, solid-state batteries, storage chips, semiconductors, CPO, PCB, and others are also experiencing market activity. Areas that have not yet seen substantial increases include chemicals, coal power, and consumer goods (such as beverages and food, with white wine still at high levels). Oil prices have remained high due to recent geopolitical factors, entering a correction phase only recently, with current levels in the middle range. Meanwhile, the pork and panel sectors continue to stay at low levels. Whether a rotation is imminent warrants further attention.